Michael Welti
As Managing Partner of Banque Heritage, a leading Swiss Private Bank, I lead Private Banking and External Asset Management with a focus on trust, transparency and shared values. Switzerland’s stability and discretion make it the ultimate destination for preserving and growing wealth with confidence.
With a distinguished career in Global Wealth Management, I’ve built enduring relationships by understanding and addressing the complex needs of a global clientele. My dedication to excellence was recognized in 2020, when I was honored as "Banker of the Year" by the IFC Awards in London.
Swiss Banking
My passion for Wealth Management comes from a deep commitment to helping clients succeed. For over 30 years, their goals and aspirations have inspired me to provide the best possible guidance. Combining a holistic approach with proven strategies and modern solutions, I deliver personalized advice to help clients achieve their dreams and secure their financial futures.
Wealth Management for Entrepreneurs and Executives
Private Banking
Private Banking
Private Banking
Swiss Private Banks and Bankers often use terms which need some further explanation and definition. I tried to summarize the most important terms to give you the best possible help for your Private Banking and Wealth Management experience in Switzerland
Banking
Private Banking
Private Banking
Swiss Banking is a cornerstone of global finance, renowned for its stability, discretion, and innovation. In this section, we explore the stringent regulations that ensure unparalleled security. From a wide array of banking services tailored to meet diverse needs, Swiss Banking follows Swiss values and traditions.
Investment
Private Banking
Press & Media
The world of investments needs to be demystified. Gain insights into asset classes, risk management, and investment strategies tailored to your financial objectives. Explore options ranging from equities and bonds to alternative investments like real estate and private equity.
Press & Media
Banker of the Year Award
Press & Media
Thank you very much for your interest. I have collected the most recent and relevant interviews from last years.
Banker of the Year Award
Banker of the Year Award
Banker of the Year Award
In 2020, Michael received the "Private Banker of the Year" award by International Finance Centres IFC in London.
Citywealth International Financial Centre Awards were established to highlight the excellence of the advisers and managers in the private wealth sector in the major international financial centers.
Contact
Banker of the Year Award
Banker of the Year Award
Talking Finance
Wealth Management and Finance are closely connected to Trust & Stability representing the traditional values of Switzerland