Patrick Roefs

Head Fund Offering, Bank Julius Bär

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After graduating from the University of St Gallen with a Master of Arts HSG, Patrick joined Credit Suisse’s credit management department. Following a period at Bank von Ernst as a relationship manager in private banking and assistant to the management committee, he joined Julius Baer as a fund analyst in 2001. In 2003, Patrick was promoted to Head Fund Selection for traditional funds. After spending two years in the Product Management team, Patrick returned in 2009 in order to take over responsibility for the selection of traditional and alternative funds. Patrick holds a Certified European Financial Analyst (CEFA) diploma.