Company
Position
Head of department
Index
UHNW Wealth Managers
Wealth Managers - Switzerland
Location
Basel
Advice type
Corporate
Holistic wealth management
Investment management
Luxury asset transactions
Private banking
Wealth management
Client type
Entrepreneurs
International UHNWs
UHNW families
Sector Focus
Financial Services
Investments and Asset Management
Wealth Management & Private Banking
Edward Turner
Spear’s Review
Dreyfus Sons & Co’s Edward Turner has become a go-to adviser for UHNW Swiss and international families.
As a private banking team lead, the Basel-based Turner supports prominent entrepreneurs and family offices, providing holistic wealth management solutions, from asset management to investment strategy. Turner tells Spear’s that his background in M&A means he can also advise clients on corporate structures and inter-company agreements, aligning their business interests with their investments.
He says: ‘The combination of understanding, adaptability and the fact that you are providing independent advice and not selling products is ultimately what results in value for clients.’
With 80 per cent of his business coming from referrals from existing clients, Turner is clearly doing something right.
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