Company

Rothschild & Co

Position

Head of Private Banking

Index

UHNW Wealth Managers

Wealth Managers - Switzerland

Location

Zurich

Advice type

Asset allocation

Private banking

Wealth management

Client Types

Entrepreneurs

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Private banker

Andreas Feller

Spear’s Review

The former head of private banking at Julius Baer, Andreas Feller joined Rothschild & Co in April 2022 as head of Swiss onshore and deputy head of private banking. His remit was to ‘oversee and develop the Swiss onshore teams in Zurich and support the continued growth of Rothschild & Co’s client base in the German-speaking part of Switzerland’.  He is now head of private banking, Zurich.

Feller’s prior experience at firms such as Julius Baer, Bank Vontobel and Clariden Bank gives him a solid foundation. One of the largest lessons Feller took from his time at Julius Baer and has brought to his role at Rothschild & Co is the significance of asset allocation, which he remarks is ‘key in everything you do when it comes to wealth management’.

Rank: Recommended

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