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 then 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.