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Position

Chief Investment Officer

Index

UHNW Wealth Managers

Wealth Managers - Switzerland

Location

Zurich

Advice type

Investment strategy

Wealth management

Wealth preservation

Client type

HNW

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

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 client-facing CIO Annelise Peers tells Spear’s

The firm’s business draws on its Swiss banking heritage and leverages 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.’ As part of this service, it offers ‘robust’ portfolio management and a platform to UK-resident, non-domiciled clients.

Rank: Top Recommended

Top Recommended 2025, UHNW Wealth Managers

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