Company
Position
Head of private banking
Managing partner
Index
HNW Wealth Managers
Wealth Managers - Switzerland
Location
Zurich
Advice type
Banking services
Wealth management
Client type
HNW
UHNW
UHNW families
Sector Focus
Financial Services
Wealth Management & Private Banking
Michael Welti
Spear’s Review
Michael Welti is managing partner and head of private banking at Banque Heritage, a modern Swiss bank established in the 1980s, with offices in four of Switzerland’s major cities.
His focus is on managing the financial needs of his many private clients and family offices with global footprints. As well as providing day-to-day services such as deposits, current accounts and online banking, Banque Heritage and Welti himself have a strong history of protecting and growing clients’ assets. Welti also offers advice on succession planning for intergenerational clients.
He joined Banque Heritage in 2021, having held a variety of leading roles in a number of major banks including Bank Reyl & Cie and ABN Amro (Switzerland).
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