Name: Paul De pourtales
Company: Banque Heritage
Job title: supervisor General
Country of Residence: Switzerland
Precise location: Geneva, Canton of Geneva, Switzerland
Website of the company :
heritage.ch /
Size of the company : sign up to find out
More Informations About This Profile (Education, Experience, Skills, etc...)
Education & Professional Experience
Paul worked for Banque Heritage as Managing Director between Dec 2015 and Sep 2020, for Banque Hottinger & Cie SA as Head Private Banking between Jan 2008 and Nov 2015, for Hottinger Bank and Trust as CEO between Aug 1998 and Jun 2009.
Skills & Competences
Paul has the following skills : Equities, Trading Systems, Alternative Investments, Derivatives, Portfolio Management, Wealth Management, Private Banking, Private Equity, Bonds, Fixed Income, Hedge Funds, Asset Management, Corporate Finance, Trading, Mutual Funds, Banking, Investments, Asset Managment, Investment Advisory, Risk Management.
Paul has earned the following certifications : Certified Wealth Management Certificate (CWMA), delivered by SAQ Swiss Association for Quality.
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