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Frank Petschke

Angestellt, Client Portfolio Manager, Unified Global Alternatives Hedge Fund @ UBS, UBS Asset Management
Zurich, Schweiz

Fähigkeiten und Kenntnisse

Hedge Funds
Fund of Funds
Sales
Structured Funds
ETFs and Managed Accounts; CAIA
Advisory Tools and Process Development
Vermögensverwaltung
Vermögensberatung
Clients
Vertrieb
Marketing
Beratung
Investition

Werdegang

Berufserfahrung von Frank Petschke

  • Bis heute 6 Monate, seit Jan. 2025

    Client Portfolio Manager, Unified Global Alternatives Hedge Fund @ UBS

    UBS Asset Management

    UFA Hedge Funds offers multi-manager and single manager hedge fund solutions and advisory services including a wide range of strategies that provide professionally managed exposure to hedge fund investments with tailored risk and return profiles.

  • 9 Jahre und 6 Monate, Juli 2015 - Dez. 2024

    UBS Hedge Fund Solutions - Head Investment Specialists EMEA

    UBS Asset Management

    UBS Hedge Fund Solutions offers multi-manager hedge fund solutions and advisory services including a wide range of strategies that provide professionally managed exposure to hedge fund investments with tailored risk and return profiles. Product Sales Specialist role selling our solutions and capabilities to various external clients (Pension Funds, Family Offices, Private Banks, Consultants etc.) and in-house UBS Wealth Management. Main countries are Switzerland, Germany, Austria and the Nordics.

  • 2 Jahre und 3 Monate, Apr. 2013 - Juni 2015

    IPS Portfolio Advisory - Investment Management Tools and Process Development

    UBS Wealth Management

    Developing a new Investment Advisory process. This process is to enable systematic and scalable proactive as well as reactive wealth management client servicing in a portfolio context by applying investment risk methodology and advisory tool technology. Defining the business logics in close collaboration with the relevant business areas and responsible in driving the implementation of the developed concepts in a client advisor and investor friendly manner.

  • 1 Jahr und 10 Monate, Juni 2011 - März 2013

    IPS Capital Markets - Derivative Sales

    UBS Wealth Management

    Responsible for distributing and advising UBS Wealth Managment about Structured Products.

  • 2 Jahre und 2 Monate, Apr. 2009 - Mai 2011

    Equity Derivatives - Structured Funds

    UBS Investment Bank

    Structuring and selling Structured Funds, ETFs and Managed Account Platform

  • 8 Jahre und 10 Monate, Juni 2000 - März 2009

    Equity and Fund-Linked Derivative Sales

    UBS Investment Bank

    structuring and selling tailor made derivatives. Client segment: private banks, asset manager, institutional clients

Ausbildung von Frank Petschke

  • 1999 - 2003

    Economics and Business Admin

    FH Zurich

    Finance

Sprachen

  • Englisch

    Fließend

  • Deutsch

    Muttersprache

  • Französisch

    Gut

  • Spanisch

    Grundlagen

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