Patrick Wild

 

Name                        

 

Patrick Wild, Zürich, Switzerland; Home canton Zurich/Glarus; married; two adult children

 

 

Education                

 

Master of Law (MLL 1987), University of Basel (1982 – 1987)

 

Certified Financial Planner (CFP); Swiss Financial Planning Organization; founding member and former chairman (1999)

 

Registered Tax and Estate Practitioner (TEP); Society of Trust and Estate Practitioners (STEP) (1997)

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Professional Experience    

 

Palmarium Group, Zurich / Lucerne; Senior Managing Director, Member of the Management Board of various group companies (As of 2016)

       

Bank Arner SA, Lugano/Zurich; Member of the Executive Management; Manager of the branch office in Zurich (2015 – 2016)

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Banca Credinvest SA, Lugano; Chairman of the Board of Directors (2013 – 2014)

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First Zurich Asset Management AG; CEO (2012 – 2013)

 

Banque Louis SA; CEO (2009 – 2011)

 

VP Bank Group; Leiter Private Banking Far East & Middle East, Senior Vice President (2006 – 2009)

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VP Bank (Switzerland) Ltd.; Member of the Executive Management (2006 – 2009)

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Bank Julius Bär AG, Zurich; Head Private Banking Far East, Middle East and Eastern Europe, Managing Director, Member of the Private Banking Management Committee, Member of the Board of Directors of Julius Bär (Middle East) Ltd, Dubai (2004 – 2006)

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Julius Bär Family Office AG, Zurich; CEO, Member of the Private Banking Management Committee, Chairman of the Board of the Directors of Julius Bär Trust Company (Cayman) Ltd, Georgetown, Member of the Board of Directors of Julius Bär Trust Company (Channels Islands) Ltd, Guernsey (2003 – 2006)

 

Bank Leumi Group, Bank Leumi (Switzerland) AG, Zurich; Global Head International Private Banking, Head Private Banking Switzerland, Member of the Management Committee (2002 – 2003)

 

UBS AG; Global Head Financial Planning & Wealth Management; Member of the Executive Management UBS Private Banking (1997 - 2000)

 

UBS AG; Global Head Corporate Trust Services & Financial Planning, Managing Director, Member of the Management Board SBC Private Banking (1995 – 2000)

 

ATAG Ernst & Young; Zürich; Senior Tax Manager, Junior Tax Manager (1992 – 1995)

 

Dr. Altorfer, Dr. Duss & Dr. Beilstein, Zürich; Tax and Legal Consultant (1988 - 1992 

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Languages                

 

German, English and French

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Professional Memberships             

 

Swiss Bankers Association

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Swiss Financial Planning Organisation (SFPO)

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Society of Trust and Estate Practitioners (STEP)

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Society of Swiss Legal Practitioners

 

Swiss Fiscal Association

 

International Fiscal Association (Swiss Branch)

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Practice Areas         

 

National and international estate-, trust-, wealth- and tax planning

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National and international financial market laws; incorporation and sale / purchase of Swiss banks and other financial institutions; planning and implementation of distribution structures for financial products