Where entrepreneurial advisory, asset management and wealth planning comes together I see an exciting area for entrepreneurs who expect more than typical banking. The bank has an exciting ownership structure and looks back to almost 430 years of history. Since 2018 it is an independent Swiss bank, „owned by entrepreneurs for entrepreneurs“. Me and my colleagues in the Private Banking departement we take care of national and international individuals, companies and entrepreneurs. Me and my colleagues intend to be point of contact for entrepreneurial questions, which can be very relevant in addition to asset management. While some questions are maybe the first time for the entrepreneur or the private individual, we can get (confidential) second opinions or we can refer within our network to internal or external specialists who can help if needed. While I have in particular experiences in asset management my experience includes wealth planning, asset protection and capital markets.
