Position
Head of department
Index
UHNW Wealth Managers
Wealth Managers - Switzerland
Location
Geneva
Advice type
Investment management
Private banking
Wealth management
Investment strategy
Wealth structuring
Client type
UHNW
International UHNWs
Sector Focus
Financial Services
Wealth Management & Private Banking
Investments and Asset Management
Geographical focus
Switzerland
James Persse
Spear’s Review
James Persse is Barclays born and bred, having joined the bank in 1995. He has worked with Barclays Corporate Bank, Barclays Capital and Barclays Stockbrokers, and joined the private bank in Geneva in 2003.
Now head of private banking for Geneva and deputy general manager, Persse leads teams that are ‘focused on client service, execution, discretion and advice’. His role includes advising on investment and wealth structuring, matters relating to international UHNWs who have an economic footprint in Switzerland, and investment performance management.
‘Working with our [investment management] specialists, my focus is always to preserve and grow capital with a view to the long term,’ he says.
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