Matthew Barrett

Spear’s Review

‘We are less focused on assets than big banks are,’ says Matthew Barrett of Bellecapital. ‘We focus on service and performance, which drives our revenue, not mere assets sitting on a balance sheet.’

The executive director joined the firm in 2022 and now advises a client base of finance professionals and newly successful entrepreneurs. While Barrett cut his teeth at Merrill Lynch and Barclays in the UK, he is now based in Zurich catering to HNWs moving to Switzerland amid changing tax rules in the UK.

‘It's well documented that people are leaving the UK, but keeping ties to the country,’ he asserts. ‘It is important for clients to know they have an adviser who is at the top of their game from [the UK and Swiss] perspectives.’

Adviser Profile

Having spent nearly a decade in London before relocating to Switzerland in 2016, Matthew brings a distinctive combination of onshore and offshore wealth management experience. His clients typically come from financial backgrounds, including UK resident non-domiciled individuals (RNDs) and emerging entrepreneurs. Independence is central to our philosophy, allowing us to deliver tailored solutions that meet our clients’ needs and goals. In a time of growing volatility and increased client mobility, our independent status enables us to remain fully committed to our clients’ best interests and consistently deliver meaningful value in our relationships.