Patrick Zaugg Email

Head PKB Clients CCS @ UBS Switzerland AG

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Patrick Zaugg's Location

Grenchen, SO, CH

Patrick Zaugg's Work

Head PKB Clients CCS @ UBS Switzerland AG
Geschäftsstellenleiter UBS Murten and Morat @ New York Fitness
Portfoliomanger and Partner @ Prevalor Partner AG

Portfoliomanager @ Prevalor Partner AG
Client Advisor (FIM-Desk) @ UBS (Monaco) S.A., UBS Wealth Management
Client Advisor (Core Affluent clients) @ UBS AG, UBS Wealth Management
Assistent and Junior Client Advisor @ Schweizerischer Bankverein

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Patrick Zaugg's Education

AKAD Zürich
Eidg. dipl. Finanzplanungs-Experte (Finanzplanung und -dienste)
Wirtschafts- und Kaderschule KV Bern
Finanzplaner mit eidg. Fachausweis (Finanzplanung und -dienste)

Patrick Zaugg's Skills

Vermögensverwaltung
Finanzmärkte
Kapitalmärkte

Bankwesen
Private Banking
Wealth Management
Finanzwesen
Finanzdienstleistungen
Finanzplanung
Anlageberatung

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Patrick Zaugg's Summary

Patrick Zaugg, based in Grenchen, SO, CH, is currently a Head PKB Clients CCS at UBS Switzerland AG, bringing experience from previous roles at UBS, Prevalor Partner AG and UBS (Monaco) S.A., UBS Wealth Management. Patrick Zaugg holds a Eidg. dipl. Finanzplanungs-Experte in Finanzplanung und -dienste @ AKAD Zürich. With a robust skill set that includes Vermögensverwaltung, Finanzmärkte, Kapitalmärkte, Bankwesen, Private Banking and more, Patrick Zaugg contributes valuable insights to the industry. Patrick Zaugg has 1 email on RocketReach.