Company
Position
Managing director
Index
UHNW Wealth Managers
Wealth Managers - Switzerland
Location
Geneva
Advice type
Investment management
Private banking
Client type
Entrepreneurs
Families
UHNW
UHNW families
Sector Focus
Financial Services
Wealth Management & Private Banking
Giles Crowe
Spear’s Review
Switzerland-based Giles Crowe’s clients – generally highly successful entrepreneurs and their families – tend to make full use of the Citi platform.
That ranges from ‘core discretionary portfolios to opportunistic trading strategies with our capital markets team in an advisory capacity’, Crowe explains. He is proud of the bank’s open architecture platform, which means it is focused on giving quality advice rather than pushing products.
Citi’s comprehensive offerings in the industry even cover specialised advice on art collections and sports teams. This size and structure enables the bank to offer services typically available to institutional investors, drawing upon its pool of private bankers in different corners of the world.
‘The depth and breadth of talent across the business is fantastic, giving me the best opportunity possible to give sound advice,’ Crowe says.
Recommended 2025, UHNW Wealth Managers