Company

Investec Bank

Index

UHNW Wealth Managers

Wealth Managers - Switzerland

Location

Switzerland

Client Types

HNW

UHNW

Annelise Peers

Spear's Review

 ‘As an Anglo-Saxon bank with its roots in sub-Saharan Africa, we are cognisant of the complexity of international clients with multiple touchpoints in different countries and jurisdictions,’ Investec Bank Switzerland’s CIO Annelise Peers tells Spear’s. 

The firm’s business draws on its Swiss banking heritage and leverages off Investec’s global resources and investment process to deliver ‘truly innovative international banking services’ and wealth management solutions.

Peers describes the bank’s Swiss operation as ‘high-touch’. ‘Our integrated group approach to clients makes it easy for Investec to treat clients the same irrespective of jurisdiction,’ she adds. As part of this service, it offers ‘robust’ portfolio management and a platform to UK resident, non-domiciled clients.

Rank: Top Recommended

Top Recommended 2023, UHNW Wealth Managers

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