Philippe Poli

Philippe Poli

Director, Client Advisor @ UBS

About Philippe Poli

Philippe Poli is a Director and Client Advisor at UBS in Monaco, where he has worked since 2016. He holds a Master's degree in Financial Engineering from Université de Nice-Sophia Antipolis and has studied at various prestigious institutions in France.

Work at UBS

Philippe Poli has held the position of Director, Client Advisor at UBS since 2016. He has been serving in this role for eight years in Monaco. In his capacity as a client advisor, he focuses on providing tailored financial solutions to meet the diverse needs of his clients.

Education and Expertise

Philippe Poli's educational background includes a Master of Science in Financial Engineering from Université de Nice-Sophia Antipolis, where he studied from 2000 to 2004. He also obtained a DEUG in Sciences Economiques et Gestion from Université Paris 2 Panthéon-Assas, studying from 1998 to 2000. His foundational education includes studies at Lycée Albert 1er in Monaco and Lycée Jean de la Fontaine in Paris, where he achieved the French Baccalauréat.

Background

Philippe Poli's academic journey began at Lycée Albert 1er in Monaco. He then attended Lycée Jean de la Fontaine in Paris, where he completed one year of study focused on the S track, culminating in the French Baccalauréat. His pursuit of higher education led him to Université Paris 2 Panthéon-Assas and later to Université de Nice-Sophia Antipolis.

Professional Experience

With a solid foundation in financial engineering and economics, Philippe Poli has developed a career in financial services. His role at UBS as Director, Client Advisor involves strategic client engagement and the delivery of financial advice, leveraging his educational background and expertise in the field.

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