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Global Wealth Management & Swiss Expertise

Global Wealth Management & Swiss ExpertiseGlobal Wealth Management & Swiss ExpertiseGlobal Wealth Management & Swiss Expertise

Professional History

Michael Welti

Michael A. Welti


Banque Heritage

Managing Partner / Member Executive Committee

Head Private Banking


Zurich - Switzerland

michael@welti.pro


Business Email on request


Contact

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.


Additional Information

For more information please don't hesitate to check my LinkedIn profile. 

LinkedIn

Education and Courses

Banking Services in Switzerland

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. 

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.

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"

Find out more

Award for "Banker of the Year"

IFC Awards for Banker of the Year for Michael Welti
Michael Welti receives and award at the IFC Award show in London as Banker of the Year
Citywealth welcomes the finalists to the 2020 Award show
Michael Welti wins Award as Banker of the Year
Michael Welti receives the Award presented in London
Trophy IFC AWARDS 2020 Banker of the Year

Hobby

Amazing since 1291 and getting better every day!

FANTASTIC SWITZERLAND 


 Switzerland is a wonderful country offering so many opportunities. Find lots of information on my non-profit organization Fantastic Switzerland Association Even though the majority of Swiss citizens speak Swiss German, there are 3 more official languages as French, Italian and Romansch. 

Fantastic Switzerland
Safe the bees

Adopt a Bee Family

Api-Terra

Fantastic Switzerland Association is very proud supporter of the ApiTerra project to save the bees. 


We adopted the bee-family residing in the alps Nr. 4 


Become a proud sponsour of a bee-family and do good to all of us:

https://apiterra.ch/

Api-terra

Michael's Social Media

Award Banker of the Year Michael Welti

Banker of the Year Award

Banker of the Year Award

Banker of the Year Award

Private Banker of the Year - Switzerland

2020  IFC Awards

Award
LinkedIn Profile Michael Welti

LinkedIn

Banker of the Year Award

Banker of the Year Award

LinkedIn  Account with news about Financial Industry and Switzerland 

LinkedIn
YouTube Channel Michael Welti

YouTube

Banker of the Year Award

YouTube

YouTube Channel with videos about Banking and Finance with focus on Swiss Banking 

YouTube
Twitter Michael Welti

Twitter

Banker of the Year Award

YouTube

Twitter Account with news on Switzerland and Finance related topics globally. 

Twitter

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Michael Welti

Zürich-Switzerland

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