WIZE by TeamWork
Patrick Baudet is a seasoned project management professional with extensive experience in wealth and asset management. Currently serving as a Senior Project Manager at WIZE by TeamWork since May 2022, Patrick previously held positions including Project Manager at Galeo SA, where responsibilities included leading IT projects and producing wealth analysis reports, and Business Unit Manager at JPL Informatique SA, focusing on digital transition for public institutions. Patrick co-founded Galeo SA, contributing significantly to its growth as a market leader in wealth management services. Additional roles include business analysis at B-Source SA, consultancy work, and banking positions at Lombard Odier and Barclays Bank. Patrick holds a project management certification from Kim Organisation and a commerce degree from Ecole de Commerce, Genève.
This person is not in any teams
WIZE by TeamWork
WIZE is an all-in-one Wealth & Asset Management solution offered by the TeamWork Group, a Swiss company founded in 1999 which has now more than 1'200 employees internationally. It offers a cross-functional platform to Wealth Managers that meets multiple needs in terms of portfolio management, ordering, CRM, reporting, regulatory aspects (compliance), invoicing, back office and e-banking/App access for end-clients. Trusted by over 100 clients in 22 different countries, WIZE by TeamWork aims to allow clients to focus on their business while taking advantage of the platform’s power and scalability.