Stephan Porchet
About Stephan Porchet
Stephan Porchet is an Ips Dm Client Investment Specialist at UBS, where he has worked since 2012. He has extensive experience in investment consulting, having held various roles at UBS since 1997, and specializes in creating tailored investment solutions for clients.
Current Role as Client Investment Specialist
Stephan Porchet currently serves as an IPS DM Client Investment Specialist at UBS, a position he has held since 2012. In this role, he focuses on creating tailored investment mandates that adopt a holistic approach to meet the specific needs of clients. His responsibilities include participating in client meetings, events, and roadshows, where he shares his investment expertise with UBS's ultra-high-net-worth (UHNW) and wealth management (WM) clients.
Previous Experience at UBS
Stephan Porchet has extensive experience at UBS, having worked in various roles since 1997. His positions included Senior Investment Advisor and Head of Investment Consulting for Romandie from 2007 to 2011, and IPS Regional Market Advisory and Key Account Manager from 2011 to 2012. He also held roles as a Junior Key People from 1997 to 1999, Client Advisor from 1999 to 2002, and Business Development Responsible in 2002. His tenure at UBS spans over 15 years, during which he has developed a comprehensive understanding of investment solutions.
Education and Expertise
Stephan Porchet earned a Master's degree in Economics from the University of Lausanne (UNIL) between 1993 and 1997. His educational background provides a strong foundation for his expertise in investment solutions, including discretionary and advisory mandates, structured products, and alternative investments. This academic training supports his ability to create tailored investment strategies for clients.
Investment Solutions Specialization
Stephan Porchet specializes in a range of investment solutions, focusing on discretionary and advisory mandates, structured products, and alternative investments. His approach is characterized by a commitment to understanding client needs and providing customized investment strategies. This specialization enables him to effectively address the diverse requirements of clients in the wealth management sector.