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Banque Heritage has expanded its Private Banking teams in Geneva and Zurich with the addition of three experts: Ksenija Benaroche, Marija Sarenac, and Clara Bulgheroni, each bringing extensive experience in wealth management and client relations. The independent Swiss bank, rooted in commodity trading, offers a range of services including asset management and family office solutions.
Banque Heritage has appointed three new relationship managers in Geneva and Zurich to enhance customer relations. Ksenija Benaroche brings over 15 years of private banking experience, while Marija Sarenac has nearly 20 years in wealth management with notable firms. Clara Bulgheroni offers expertise in family office and private banking, having worked with Falcon Group and Credit Suisse.
At the Business Agility Day in Zurich, over 600 leaders gathered to discuss innovation and efficiency, with a keynote by Microsoft’s Boris Scholl on AI's role in productivity. UBS executives detailed their Agile Delivery Organization's evolution, emphasizing client-centricity and revenue-generating product development. Julius Bär's Patricia Kleinle highlighted the importance of fostering creative openness, while Kosovo's Prime Minister Albin Kurti shared insights on digital transformation.
Over 600 managers gathered at the Business Agility Day in Zurich to explore strategies for innovation and efficiency, with a keynote by Microsoft’s Boris Scholl emphasizing AI's role in enhancing productivity. UBS showcased its Agile Delivery Organization, which empowers teams to operate like mini-companies, focusing on customer needs and operational excellence. Patricia Kleinle from Julius Baer highlighted the importance of fostering an open environment for idea exchange to achieve top performance.
Over 600 managers gathered at the Business Agility Day in Zurich to explore strategies for innovation and efficiency, with a keynote by Microsoft’s Boris Scholl emphasizing AI's role in enhancing productivity. UBS showcased its Agile Delivery Organization, which empowers teams to operate like mini-companies, focusing on customer value and operational excellence. Patricia Kleinle from Julius Baer highlighted the importance of fostering open communication for top performance, while Kosovo's Prime Minister Albin Kurti discussed his country's digital transformation efforts.
DBS, Singapore's largest bank, is expanding its services for Russian clients by hiring client advisors from Swiss banks, increasing its Russian-speaking private banker count to at least nine. The bank has attracted over one billion dollars in assets since the Ukraine war began, capitalizing on higher fees and a more lenient regulatory environment compared to Swiss banks, which face stricter sanctions. The minimum requirement for Russian clients to access DBS's private banking services is set at USD 20 million.
DBS, Singapore's largest bank, is expanding its services for Russian clients by hiring client advisors from Swiss banks, including Credit Suisse and Julius Baer. With a minimum asset requirement of USD 20 million, DBS has become a key player for Russian clients in Asia, capitalizing on higher fees and a more lenient regulatory environment compared to Swiss banks, which face stricter sanctions. As a result, over one billion dollars in Russian assets have reportedly shifted to DBS since the onset of the Ukraine conflict.
Marcuard Heritage has appointed Sascha Steinmann, a private banking veteran with over 20 years of experience, to enhance its strategic partnerships with banks. The firm, which specializes in wealth management for high-net-worth individuals, recently expanded its global presence by opening an office in Abu Dhabi and appointing Michel Keiser as CEO of its Singapore branch. CEO Patrick Stauber highlighted Steinmann's expertise as crucial for the firm's growth ambitions.
Marcuard Heritage has appointed Sascha Steinmann, a private banking veteran with over 20 years of experience, to enhance its strategic partnerships with banks. The firm, which specializes in wealth management for high-net-worth individuals, recently expanded its global presence by opening an office in Abu Dhabi and appointing Michel Keiser as CEO of its Singapore branch. CEO Patrick Stauber highlighted Steinmann's expertise as crucial for the firm's growth ambitions.
Marcuard Heritage has appointed Sascha Steinmann to its Executive Board, effective December 2024, to enhance strategic partnerships with banks. With over 20 years of experience in private banking, Steinmann aims to drive growth for the independent asset manager, which recently expanded its global presence by opening an office in Abu Dhabi. CEO Patrick Stauber highlights the critical role of banks in the firm's strategy, believing Steinmann's expertise will significantly benefit the company's development.
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Banque Heritage Expands Private Banking Teams in Geneva and Zurich
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13:09 05.12.2024
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08:13 04.12.2024
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marcuard heritage strengthens leadership with seasoned private banking expert
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11:19 03.12.2024
Marcuard Heritage strengthens leadership with new private banking expert appointment
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09:04 03.12.2024
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