Patrick Albert profile photo

Patrick Albert

JBWere Ltd

Bronze
16 Yrs Experience
Melbourne, VIC 3000

Solution oriented Executive with interdisciplinary experience across areas of business & people management, strategic investments, market & operational risk management and investment advisory for private clients, entrepreneurs & executives. 

Patrick's career started in Switzerland in sales & marketing for the construction and logistics industry. From there he moved into capital goods leasing & finance, followed by commercial banking and trade finance. Since 2000 Patrick has worked internationally in private banking, mainly with HNW & UHNW families in Europe, Singapore, South East Asia, Australia & NZ.

In 2009 Patrick and his family moved to Melbourne and where he has worked with Credit Suisse Private Bank, Baillieu Holst Stockbroking, UBS Wealth Management Australia and Commonwealth Private Office.

At a glance

  • Adviser status Bronze
  • First year providing advice 2009
  • Years of experience 16
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

JBWere Ltd

Level 31, 405 Bourke St
Melbourne, VIC 3000

Licensed by

JBWere Ltd

AFSL 341162