Peter Battiste, CFA

Product Strategist - Asset Management

Geneva, Geneva, Switzerland

About

Expertise in Cross-Border fund product strategy and competitive intelligence - passionate about in-depth industry and competitor analysis. CFA charterholder, asset management, product development, competitor insights, cross-border fund market, bonds, FX, credit, CDS, high-yield, macro, hedge fund, mutual fund, UCITS, Bloomberg, Morningstar, Broadridge

Experience

  • Product Strategist at UBP - Union Bancaire Privée
    Jun 2025 - Present · 1 yr 2 mos

  • Global Product Research - Executive Director at Goldman Sachs
    Apr 2022 - Jun 2025 · 3 yrs 3 mos

  • Product Strategy & Market Intelligence at NN Investment Partners
    Jan 2017 - Apr 2022 · 5 yrs 4 mos

    Lead competitive intelligence, leveraging portfolio management and trading background, to drive product and corporate strategy.

  • Credit Trader - Hedge Funds at CQS
    Apr 2013 - Oct 2015 · 2 yrs 7 mos

    • Generated trade ideas and opportunistically traded high-yield and investment grade cash and single-name CDS across US and EM space for $16 B hedge fund

  • Senior Analyst - Portfolio Management at Merk Funds
    2008 - Aug 2012 · 4 yrs 8 mos

    • Spearheaded product development efforts from initial competitor analysis, profit modeling to prospectus drafting • Traded high-quality international fixed-income/money market securities, FX and futures for $800 million mutual funds within the G-10 and Asia space