Patrik Schuler

Acting as a client portfolio manager for multi-asset class and equity solutions (mandates and funds) within global multi-asset portfolio management business of Credit Suisse Asset Management division. Being the first entry point and main contact person for external and internal client requests such as Swiss and global institutional (pension funds and consultants), UHNWI (e.g. family offices) and 3rd party clients.

Acting as a client portfolio manager for equity and indirect real estate products within in the global equity portfolio management business. Responsible for servicing institutional clients globally, consultants and internal sales channels (e.g. Private Banking division) with individual or pooled investment solutions.

Acting as a product specialist for equity and indirect real estate products within the institutional sales department at Credit Suisse Asset Management division. Responsible for sales and marketing activities of equity, convertible and indirect real estate funds and segregated mandates to institutional clients such as Swiss pension funds and consultants.

Portfolio Management, Accounting, Finance, Equity, Fixed Income, Alternative Investments

Banking, Corporate Finance, Marketing, Taxes