Banque Heritage
Managing Partner / Member Executive Committee
Head Private Banking
Zurich - Switzerland
Business Email on request
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.
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
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
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
Senior Relationship Manager
Senior Relationship Manager covering the German Speaking Market
Relationship Manager
Relationship Management global markets, servicing Wealth Management clients globally with investments, Discretionary Portfolio Management and Investment Advisory Services.
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.
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.
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
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
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"
Thank you very much for your interest. I have collected for your the most recent and relevant interviews given during last years.
«Unser Wachstums-Fokus liegt 2023 auf Zürich» (15.02.2023)
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.
https://www.youtube.com/watch?v=NbvlQlue19k
«We see ourselves as consolidators» (15.02.2023)
Banque Heritage’s head of private banking Michael Welti tells finews.tv how the bank dealt with the challenging financial markets in 2022.
https://www.youtube.com/watch?v=d1l7DU3afCA
Wealth Management & Private Banking
Die Zukunft des Finanzplatzes für Banken und EAMs
Treffen der Berufsgruppe - Video Talk
Citywealth Live Talk
Karen Jones in this Citywealth Live Sessions talks with Michael Welti
Das eigene Vermächtnis langfristig sichern
Wie gründen Familienerben eine wohltätige Stiftung? Was ist zu beachten, und in welchen Fällen wird sogar davon abgeraten?
Banque Heritage. The First Address in Banking
Michael Welti talks with Philippe Naegeli - Asset Rush Interview
"Leadership and entrepreneurship and how he is helping Wealthy Clients"
Michael Welti about passion in banking and service to Private Clients
Michael Welti joining Banque Heritage as Managing Partner / Head Private Banking
Michael Welti talking about "Succession of Family Business"
Michael Welti rejoint Banque Heritage en tant que Head of Private Banking
«Zurich Chief Jumps to Rival Wealth Manager»
«Galionsfigur des Zürcher Private Banking zieht weiter»
Zurich head joins Geneva PB as head of private banking
«Clients Want Multiple Services»
«Heute wollen Bankkunden alles auf einmal haben»
Anlageverhalten der nächsten Generation
Anlageverhalten der nächsten Generation
Private Banking: Brücke zur nächsten Kundengeneration schlagen
L’attitude de la nouvelle génération à l’égard de l’investissement
«Krisen»-Investment-Management in Zeiten von Covid-19
La gestion des investissements «de crise» pendant le coronavirus
REYL Zurich - On a five-year growth path in Zurich
5 years growth path REYL Zurich
REYL Zürich - Fünf Jahre ununterbrochenes Wachstum der REYL-Gruppe in Zürich
Anhaltender Wachstum in REYL Zürich
«Digital vs Private Banking: The Decisive Factor»
«Digital oder Private Banking? Was dabei entscheidend ist»
«Die Sehnsucht nach Heimat stärkt die Schweiz»
«The Longing For Home Makes The Swiss Stronger»
Art Investment for Private Clients - Video
Art Investment for Private Clients
What are the key features to look at with a Senior Private Banker? - Video
Why do people think Switzerland is boring? - Video
Welcome global citizen! The global citizen as a banking customer - Video
«Kunst in der Vermögensverwaltung ist zunehmend gefragt»
Banking and Blockchain: combine the best of both worlds
What do I get, when I bank in Switzerland? - Video
What is the Crypto Valley?
Will the millenials change private banking? - Video Part 1
What do the millennials expect of private banking? - Video Part 2
The wonderful world of alternatives
Banking Meets DLT - Conference 2019
Panel Discussion ASSET RUSH 2019
«Blockchain and Banking Must Come Together»
«Blockchain und Banking müssen sich noch finden»
Private Banking & Wealth Management
«Seven Keys to Success for Private Banker»
«7 Gründe für den erfolgreichen Private Banker»
FINEWS - Millennials Force Banks to Rethink
«Global Citizens Offer One-in-a-Millenium Chance»
Global Citizens sind eine Jahrhundertchance
Finews - Millennials zwingen die Banken zum Umdenken
«Millennials verändern das Investitionsverhalten»
Wie Millennials die Zukunft der Banken beeinflussen
Privatbanken forcieren den Industriewandel
Innovation im Bankgeschäft
Coup als Investmentbank
REYL & CIE strengthens its presence in Zurich
REYL & CIE verstärkt Präsenz in Zürich
Local presence in Asia opens huge growth market to investors
“The Center of Excellence - Swiss Private Banking”
Banque Heritage’s head of private banking Michael Welti tells finews.tv how the bank dealt with the challenging financial markets in 2022.
I was invited to give an interview about the offering of my bank and what it means to be "First Bank to talk to in Switzerland for Wealth Management Service" and being "Entrepreneurs for generations" shaping our strategy for our bank.
We covered many other topics such as:
- Benefits for a Private Client in a Boutique Bank vs Corporate Banks
- How wealthy clients get truly tailored services from Swiss Private Banks - Offering clients to invest alongside with the bank
- The difference between the banks and the different approaches towards clients
- How the Private Banking market develops
Banque Heritage SA: https://www.heritage.ch
Michael Welti, Head of Private Banking, Managing Partner, Banque Heritage SA, explains why his bank is a first address for private clients and independent asset managers. He gives several examples of how the ecosystem was built and how it works. And he explains in detail the many advantages of the Swiss financial center.
Banque Heritage SA: https://www.heritage.ch
Fundplat TV: https://www.Fundplat.com
VSV - 3. Treffen der Berufsgruppe 2022 Finanzplatz Schweiz: Wie attraktiv ist der Finanzplatz Schweiz heute und wie wird er sich in den nächsten 5 Jahren entwickeln? Wie sollten sich Banken einerseits und Vermögensverwalter andererseits anpassen und wie können diese beiden Akteure zusammenarbeiten? Panel Laurent Genoud - Vorstandsmitglied VSV Jamie Vrijhof-Droese - Managing Partner WHVP Asset Management Michael Welti - Managing Partner & Head Private Banking Banque Heritage
The passiON and dedication of all my colleagues and teams to service clients is so inspiring with only one core focus, to serve our Private Clients who seek exceptional Wealth Management Service in Switzerland.
Die Leidenschaft welche wir Banker als Team für unsere Kunden aufbringen ist der Grund für unseren Erfolg im Schweizer Markt.
Die Leidenschaft welche wir Banker als Team für unsere Kunden aufbringen ist der Grund für unseren Erfolg im deutschsprachigen Raum dank unseren Filialen und Mitarbeitern in Zürich, Basel, Sion und Genf.
Übergabe an dei nächste Generation - was sind die Herausforderungen wenn Gründerfamilien die Firma an die nächsten Generation übergeben. Wie Privatbanken den Unternehmen und den Vermögensverwaltern helfen können den Prozess erfolgreich zu strukturieren. Das Interview wurde organisiert von der VSV - Verband Schweizerischer Vermögensverwalter am 2. September 2021 Die ganze Präsentation vom Anlass finden Sie hier: https://www.youtube.com/watch?v=eNcej...
Copyright © 2019 Michael Welti - All Rights Reserved.
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