Top Ten Swiss Wealth Managers
For Andreas Feller, Julius Baer’s head of German-speaking Switzerland, what marks his firm out is its ‘proximity to clients’.
‘We are absolutely advice-led,’ Feller tells Spear’s. Clients have their own relationship managers and the firm looks after them ‘on a personal level’. The bank continues to work purely with private individuals, mainly entrepreneurs and multi-gen families.
Feller says the bank has been ‘very lucky’ throughout the recent turbulence. ‘We are strongly convinced that asset allocation is key in everything you do when it comes to wealth management, also in times of crisis,’ he says. ‘Even during this time, we have happy clients.’