Philippe Furlan

Principal, Investor Services

Philippe Furlan has been a member of the Investor Services team since October 2023. In his role, he is responsible for business development and institutional client support with a focus on Switzerland and Europe. Previously, Philippe Furlan was Executive Director responsible for the relationship management of Swiss pension funds, collective foundations and insurance companies at Credit Suisse Switzerland Ltd. from 2020 to 2023. From 2000 to 2020, Philippe Furlan held various positions at UBS Switzerland AG. After joining the UBS Investment Bank in options and futures trading, his path led him to UBS Switzerland AG, where he further developed his in-depth expertise in asset management and global custody in the strategic support of institutional clients. During this time, he was Executive Director and Deputy Team Leader Zurich for the Institutional Team. Philippe Furlan successfully completed a Diploma of Advanced Studies in Banking and a Certificate of Advanced Studies in Asset Management at the Swiss Finance Institute. He completed his studies at the University of Applied Sciences in Business Administration Zurich (HWZ) with a degree in Business Administration FH specialising in Banking & Finance.