MBAER Bank - The Swiss Merchant Bank

The Bank with a Soul

Patrick Quensel

MBA, MA, BA
Investment Advisor

Patrick joined MBaer Merchant Bank in October 2021.

With a broad background in the investment management industry, he is responsible for our advisory solutions. His competences are in multi-asset portfolio management, risk management, systematic investing and global macro.

Patrick is member of the Investment Committee.

quensel@mbaerbank.com

Key professional milestones

Before joining MBaer Merchant Bank, Patrick worked for an investment management boutique and helped to grow the business across various dimensions. With more than 10+ years of experience, he has gained broad insights within the financial services industry.

Multi-asset investment solutions for UHNWIs and institutional clients

As Head Investment Advisory & Senior Portfolio Manager, Patrick worked with highly sophisticated clients (UHNWIs, institutionals, SWFs) and implemented state-of-the-art investment solutions.

  • Managed tailored multi-asset portfolios and generated tactical trading ideas for advisory clients.
  • Developed and managed two award-winning CTA strategies for institutional clients.
  • Created overlay and hedging strategies for multinationals and pension funds.

Co-manager of the family office unit & digital innovation

As part of the management team, Patrick co-designed and grew the family office unit, serving complex global client structures.

  • Developed a multi-family office platform and managed diverse portfolios consisting of private equity, real estate, art and crypto.
  • Built a digital multi-asset managed account platform as a modular investment solution.

Investment research

As Head Investment Research, Patrick managed the research team and built the cross-asset investment framework.

  • Responsible for primary and secondary research focusing on global macro, sectors and companies.
  • Leveraged data analytic methods for assessing investment hypotheses and developed several rule-based investment strategies.

Qualifications

  • MBA from INSEAD
  • Master in Banking & Finance (University of Zurich)
  • Bachelor in Banking & Finance (University of Zurich)

 Patrick speaks fluent German and English.

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