Patrick Oberhaensli is a financial expert with over 30 years of experience in banking and finance. He is the Founder and CEO of his own finance related service company, EVOLIDS FINANCE LLC.
Patrick has been teaching finance courses to professionals in various specialized domains, such as the preparation to the CFA and CAIA exams, since 2009. Moreover, he has regular university teaching assignments at French EDHEC and SKEMA Business Schools cover Market Risk Management, Corporate Risk Management and Derivatives.
He has been working directly with Family Offices since 1997, in different contexts, and remains actively engaged with them through his quantitative investment activities. Patrick is able to address closely the complex needs of Private Wealth investors, including their allocations to demanding alternative investments (such as PE). He is the creator of the Reverse Convertible structure, which was designed for both institutional investors and Private Banking.
Prior to his teaching career, Patrick was responsible for the development of the Swiss institutional business at a global Dutch asset manager for over five years, allowing the successful growth of a very well recognized franchise. Earlier in his career, he spent 13 years at a large Swiss bank in various senior positions in internal audit, investment banking and institutional sales and advisory. In investment banking, he was developer and sales for interest rates and equity and hedge fund hybrid structured products.
Throughout his career, Patrick has acquired extensive cross-asset class expertise in multiple areas including structured products, quantitative strategies, valuation techniques and alternative investments. He holds a Master’s degree from the Swiss Federal Institute of Technology and is also a CFA, CAIA, CMT, FRM, PRM, ACI Diploma and ERP charter holder. More recently, he obtained the CFA Institute’s Certificate in ESG Investing.
> Financial Risk Management
> Progressive Wealth Management
Learn more:
> Patrick Oberhaensli, CFA: ‘Wealth management now demands hyper-personalization, better judgment, and stronger risk discipline’
> Patrick Oberhaensli: ‘The key to effective financial risk management is front experience.’