![Patrick Rafaisz](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Patrick Rafaisz is currently working as an Analyst at UBS AG (Broker).
Prior to this, he worked as a Research Analyst at Bank Vontobel AG and Bank Vontobel AG (Research Firm).
Postes actifs de Patrick Rafaisz
| Sociétés | Poste | Début |
|---|---|---|
UBS AG (Broker)
 UBS AG (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Anciens postes connus de Patrick Rafaisz
| Sociétés | Poste | Fin |
|---|---|---|
Bank Vontobel AG (Research Firm)
 Bank Vontobel AG (Research Firm) Investment ManagersFinance Provides investment research | Analyst-Equity | - |
Bank Vontobel AG
 Bank Vontobel AG Investment ManagersFinance BV follows VONN's global, centralized, investment policy. The firm mainly manages portfolios invested in global equity, fixed-income and money-market instruments. At the core of VONN's investment philosophy is a strategic asset allocation process, which follows a top-down approach. The firm allocates assets in accordance with the fundamental assessment of macroeconomic factors such as global economies, currencies, interest rates, global stock markets and sectors. At the same time, VONN utilizes quantitative models to establish tailored portfolio structures. Once asset allocation has been determined, fund managers select stocks from the Vontobel Buy List, which is built by a Global Equity Research team. Equities on the list are selected via a standardized process which follows a combination of bottom-up and top-down selection. VONN's analysts perform fundamental analysis of targeted shares, assessing qualitative and quantitative factors. Market timing, based on technical analysis, is the final step before equities can be added to the buy list. | Analyst-Equity | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
22
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Bank Vontobel AG
Bank Vontobel AG Investment ManagersFinance BV follows VONN's global, centralized, investment policy. The firm mainly manages portfolios invested in global equity, fixed-income and money-market instruments. At the core of VONN's investment philosophy is a strategic asset allocation process, which follows a top-down approach. The firm allocates assets in accordance with the fundamental assessment of macroeconomic factors such as global economies, currencies, interest rates, global stock markets and sectors. At the same time, VONN utilizes quantitative models to establish tailored portfolio structures. Once asset allocation has been determined, fund managers select stocks from the Vontobel Buy List, which is built by a Global Equity Research team. Equities on the list are selected via a standardized process which follows a combination of bottom-up and top-down selection. VONN's analysts perform fundamental analysis of targeted shares, assessing qualitative and quantitative factors. Market timing, based on technical analysis, is the final step before equities can be added to the buy list. | Finance |
Bank Vontobel AG (Research Firm)
Bank Vontobel AG (Research Firm) Investment ManagersFinance Provides investment research | Finance |
UBS AG (Broker)
UBS AG (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
