Company
Position
Managing director
Index
HNW Wealth Managers
Wealth Managers - Switzerland
Location
Geneva
Advice type
Investment management
Private banking
Succession planning
Wealth management
Client type
HNW
Entrepreneurs
Families
Sector Focus
Financial Services
Investments and Asset Management
Wealth Management & Private Banking
Omair Sattar
Spear’s Review
Omair Sattar is a managing director and senior adviser at Vontobel.
‘There are great banks out there that are doing great things, and everyone knows them,’ Sattar tells Spear’s. ‘And then there are some banks that have been quietly doing the same things just as well ... And that’s Vontobel in a nutshell. It’s family owned. It’s 100 years old. It’s very discreet.’
While Sattar’s book of HNW families may appreciate the closeness and discretion offered by Vontobel, the vast majority have actually followed him twice, from Barclays to Julius Baer and to Vontobel.
‘If they’re looking for a typical private banking relationship, but they want something a little bit outside [of it] and they need an active adviser ... This is where I really come in, because I’ve got a network of specialists and advisers that I’ve worked with and I can leverage my own experience to help them through these journeys,’ Sattar says.
Rank: Recommended

Recommended 2025, HNW Wealth Managers