Michael Welti is Managing Partner and Head Private Banking at Banque Heritage, a Swiss Private Bank in Switzerland serving domestic and international Private Clients.
Michael had various Senior Executive Positions in banks such as REYL Bank Intesa Sanpaolo (Deputy Head Global Wealth Management & Head Zurich), UBP (Member of Executive Committee Zurich) and ABN Amro (Head Private Banking EURASIA) offering Wealth Management and Financial Advice to clients globally
Early 2020 Michael was awarded "Banker Of The Year" by IFC Award in London
Wealth Management is such a fascinating area of banking. Dealing over 30 years with Private Clients helping them in various areas such as performance management, wealth management and succession planning, is what drives me.
The way to achieve client satisfaction is by combining tradition and experience, innovation and dedication, to find the solution fitting the client’s needs.
Private Equity, Wealth Management, ESG and Impact Investing combined with Swiss Wealth management is what convinces clients to bank in Switzerland.
Banque Heritage is a Swiss private bank located in Geneva, Zurich, Basel and Sion. The origins of Banque Heritage SA can be traced to the soft commodity trading business where the founding families have long-standing experience spanning over 200 years and in which they have established themselves as global market leaders.
Indeed, what differentiates Banque Heritage from other Swiss private banks is the fact that the legacy of the traditional family businesses continues to prevail and is non-banking related. Rather, it was the wealth generated by the commodity trading businesses that created the need to establish what were initially respective family offices with the similar overriding principles of utmost integrity, open architecture, independence of judgement, and singular dedication to the stewardship of family wealth.
Importantly, given the long term horizon of the family offices, they have always been driven by the achievement of superior investment performance for clients rather than short term revenue goals, something which differentiates them from typical financial institutions.
Over time, other families with like-minded values joined and entrusted their wealth, the circle became larger, and the family offices subsequently became private banks with a broad investment offering from traditional to hedge fund investments to own sourced club deals where clients can invest alongside the founding families.
In addition to a fully owned subsidiary, Banque Heritage Uruguay, based in Montevideo, the Bank is also majority shareholder of Meridian Wealth Management, a Lausanne based independent wealth management firm.
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Banque Heritage’s head of private banking Michael Welti tells finews.tv how the bank dealt with the challenging financial markets in 2022.
Die Schweizer Banque Heritage will im laufenden Jahr das Geschäft im deutschsprachigen Raum forcieren und zieht dabei auch weitere Akquisitionen in Betracht, wie Private-Banking-Chef Michael Welti im Interview mit finews.tv erklärt.
The passion and dedication of all my colleagues and team to service clients is so inspiring.
"Citywealth Live Sessions"
Michael Welti - Head Private Banking, Banque Heritage
Karen Jones in this Citywealth Live Sessions talks with Michael Welti - Head Private Banking, Banque Heritage, that shares his work experience and personal life.
Switzerland ranks so high in many statistics and is famous for high quality services. Home of Banks, Family Offices and External Asset Managers and many other industries, innovation hub for blockchain and so much more.
Banking in Switzerland is offering so many attractive solutions and gives investors, companies and private individuals a great place to live, start business or study. Banking and Private Banking are some of the key experiences of the Swiss Industries.
Amazing since 1291 and getting better every day!
Switzerland is a wonderful country offering so many opportunities. Find lots of information on my non-profit organization Fantastic Switzerland Association
In 2020, Michael received the award as "Private Banker of the Year" 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 centres.
"Wealth Management and Private Banking has always been the focus for Michael to help in complex situations to help clilents wit global footprint to secure and structure their wealth for the next generation"
Reach out with any questions or to set up a meeting to discover the best path to banking, Wealth Management, Private Banking or if you are a Family Office / External Asset Manager looking for cooperation and custody in Switzerland
almost 24/7 available
Reach out with any questions or to set up a meeting to discover the best path to Swiss Private Banking
Wealth Management Expertise Switzerland
almost 24/7 available
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