Wealth Management & Private Banking
Michael A. Welti
Banque Heritage
Managing Partner / Member Executive Committee
Head Private Banking
Zurich - Switzerland
Business Email on request
Professional History
Banque Heritage - 2021 - today
Head Private Banking Banque Heritage
Managing Partner
Joining Banque Heritage September 2021 as Managing Partner responsible for the Wealth Management Business and as Equity Partner of the group.
Banque Heritage offers the Swiss core values of Wealth Management, focussing on domestic and international Private Clients by combining traditional services with an innovative and forward-looking approach. The setup for Private Clients, Family Offices and Professional Asset Managers enables Banque Heritage to give a 360° solution for all Asset Management related request.
Switzerland offers the ideal setup for international wealth.
Bank REYL & Cie. - 2014 - 2021
Head REYL & Cie. Zurich
Managing Director
Deputy Head REYL & Cie. Global Wealth Management
Joined REYL & Cie in 2014 as General Manager of the Zurich and is also acting as Deputy of the Global Wealth Management division REYL & Cie.
Since 2014 building the local office for Bank REYL & Cie in Zurich together with the colleagues which accompanied me for many years. Positioned the bank in the Swiss German speaking area as full financial service provider covering the global Wealth Management and building a 360° service offering including Investment Banking Advisory for Entrepreneurs, Asset Services for External Asset Managers and Family Offices. Combining Private Wealth and Corporate Finance Entrepreneur solutions (M&A Advisory, Private Debt and Private Equity)
Out of Zurich we cover all major Private Banking markets
UBP Zurich - 2011-2014
Member Executive Committee Zurich Union Bancaire Privée (takeover of ABN Amro)
After the takeover of ABN Amro leading private banking mainly for Europe/CIS/CEE related operations.
ABN Amro Bank (Switzerland) has been taken over by UBP SA in 2011
Responsible for Europe, CEE, CIS Region, Asia and Central Asia
Responsible for Swiss/Singapore Representation Office
ABN Amro (Switzerland) AG - 1999-2011
Head Wealth Management ABN Amro Zurich / Head Private Banking EURASIA
Member Executive Committee
Deputy Branch Manager
ABN Amro Bank (Switzerland) has been taken over by UBP SA in 2011
Responsible for Europe, CEE, CIS Region, Asia and Central Asia
Responsible for Swiss/Singapore Representation Office
Westdeutsche Landesbank (WestLB) - 1996-1999
Senior Relationship Manager
Senior Relationship Manager covering the German Speaking Market
UBS - 1989-1996
Relationship Manager
Relationship Management global markets, servicing Wealth Management clients globally with investments, Discretionary Portfolio Management and Investment Advisory Services.
Education and Courses
Certified Wealth Management Advisor CWMA
ISFB Course for Swiss Wealth Management Certification
SAQ CWMA (Certified Wealth Management Advisor) certification, which became necessary following the entry into force of the LSFin on January1, 2020, has now become an essential standard for all wealth management professionals.
This requirement is a response to the evolution of the financial markets and the increasing demands of clients in terms of advice, which require in-depth skills on the part of client advisers in management, markets and investment.
Sustainable Investing and Current Trends in Sustainable Investing
Course by University Zurich in Sustainable Investing and Trends in Sustainable Investing 2020
Participants become familiar with the concepts of sustainability and the diversity of technical terms in the modern world of "sustainable investing". After the basic course you will have a deeper understanding of the SI market and its players and will be able to identify different SI investor profiles and analyse their investments and decision-making processes. Participants have extensive SI knowledge of product and investment strategies and understand SI-based asset management in terms of product analysis and selection. You will gain an insight into SI risk analysis and its performance measurement. The course thus imparts specialist knowledge for strengthening SI consulting and decision-making competence. The additional module "Current Trends in SI" offers a foundation in special topics and value chains of non-listed SI, such as sustainable infrastructure investments, bonds and engagement.
Practitioners in banking, finance and investment, with a focus on private banking, wealth management and portfolio management. This course deepens and expands topics in sustainable investing. It can be taken as a stand-alone course or as a follow-up module on the two-day course "Sustainable Investing". Participants have a graduate degree and several years of working experience. For participants without previous knowledge in sustainable finance it is recommended to attend the course Sustainable Investing in advance.
Swiss Banking School - Advanced Executive Program
Senior Executive Program 2008
Modul 1: Strategic Bank Management
Modul 2: Corporate Development
Modul 3: Retail Banking
Modul 4: Private Banking
Modul 5: Commercial Banking
Modul 6: Asset Management
Modul 7: Investment Banking: Corporate Finance
Modul 8: Transaction Banking & Operations
Modul 9: Risk Management & Regulation
Modul 10: Management Accounting
Swiss Banking School - Executive Program
Executive Program- 2002 -2003
Part I
Financial Environment - Dr. Koye, Swiss Banking School, Prof. Dr. Gross, Universität St. Gallen, Dr. Thomas Held, Avenir Suisse
Financial Services Management Prof. Dr. Beat Bernet, Universität St. Gallen
Asset Management - Prof. Dr. Heinz Zimmermann, Universität Basel
Private Banking - Dr. Hürzeler, Swiss Banking School
Part II
Capital Markets - Dr. Teodoro Cocca, Universität Zürich
Investment Banking - Prof. Dr. Rudolf Volkart, Universität Zürich
Commercial Banking & Risk Management - Prof. Dr. Alfred Mettler, Georgia State University, Atlanta, USA
Part III
Financial Statement Analysis - Prof. Dr. Conrad Meyer, Universität Zürich
Regulatorisches Umfeld - Prof. Dr. Hans Geiger, Universität Zürich
Rahmenbedingungen - Daniel Zuberbühler, Eidg. Bankenkommission
Value Chain & Geschäftsmodelle - Dr. Teodoro Cocca, Universität Zürich;
Corporate Development - Dr. Robert Zaugg, Universität Bern
Strategic Banking Simulation - INSEAD, France
Banker of the Year Award
Banker of the Year Award by IFC
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"
Award for "Banker of the Year"
Media Private Banking & Wealth Management
Thank you very much for your interest. I have collected for your the most recent and relevant interviews given during last years.