Patrizio MERCIAI
Academic Fellow
Geneva Finance Research Institute
Academic Fellow, Geneva Finance Research Institute
Ph.D., Graduate Institute of International Studies HEI Geneva
Oopps!
Besides academic activities for most of my lifetime, I am a
Top-level investment strategist / business leader / UHNW wealth adviser
After 30+ years with Lombard Odier, Merrill Lynch and several other Swiss banks, I am now the founder and CEO of a wealth advisor boutique.
Offering a rare combination of expertise in:
Investment strategy: macroeconomic and policy environment, market forecasting, risk/return analysis, asset allocation, as well as conceiving and managing sophisticated investment solutions, Business development and key client servicing, especially with UHNWIs, family structures and niche institutions in different investment cultures, Business leadership and management, including commercial strategy, P&L decisions and team leadership, Raising the Firm's profile through academic appointments, intensive presence in professional circles and media throughout the world.
