Patrick Burri
Head of Client Advisory
Experience
- since August 2024 Head of Client Advisory – Valterna AG
- 2018 – 2024 Client Advisor Private Wealth – UBS AG, Lucerne
- 2014 – 2018 Client Advisor Affluent – UBS AG, Lucerne
- 2007 – 2014 Private Client Advisor Individual – UBS AG, Lucerne
- 2004 – 2007 Private Client Advisor Basis – UBS AG, Emmenbrücke
- 2001 – 2004 Banking Apprenticeship – UBS AG, Lucerne
Training & further education
- Business Administration Degree, specializing in Banking & Finance – HFW Lucerne, IWB
- MAS in Private Banking & Wealth Management, Lucerne University of Applied Sciences and Arts
«Blessed is he who has learned to admire but not envy, to follow but not imitate, to praise but not flatter, and to lead but not manipulate.»
William Arthur Ward