Company
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