Philippe Preite

Philippe Preite

Independent Member of Investment Committee

  • Chartered Financial Analyst (CFA)
  • Certified Financial Technician (CFTe)
  • 20 years experience in international financial markets in different international banks across the world
  • 8 years experience in Europe (Switzerland), 5 years in Asia (Singapore) and since 2014 in Latin America (Panama)
  • Broker, Trader and Investment Consultant in Geneva (2001-2009)
  • Head Portfolio Consulting for UHNWI (2009-2014) in Credit Suisse Singapore
  • Head Investment Advisory Americas (2015-2018) in Julius Baer Panama
  • International financial markets specialist with knowledge on the different asset classes
  • Language Skills : French, English, Italian, Spanish

Philippe has been publishing monthly articles in the main panamanian financial newspaper (Capital Financiero) during its time in Credit Suisse and has been involved in different press interviews in Colombia (Portafolio, La Republica, RCN). He also took part and represented Julius Baer in different investment panels across Latin America.

Suscribe to our newsletter

Subscribe and stay informed of the latest news and opportunities offered by the K&B Group.