Index

UHNW Wealth Managers

Wealth Managers - Switzerland

Location

Switzerland

Advice type

Family businesses

Family offices

Investment management

Private banking

Asset Class

Trusts

Client Types

Entrepreneurs

Finance professionals

High-profile clients

Institutional clients

Sophisticated investors

Tech and high-growth entrepreneurs

Tech-start ups

UHNW

Wealth managers

Sector Focus

Financial Services

Investments and Asset Management

Wealth Management & Private Banking

Geographical Focus

Switzerland

United Kingdom

Customer Type

Wealth adviser

Laurence Mandrile-Aguirre

Spear’s Review

Nice-born Laurence Mandrile-Aguirre found out she had a knack for UHNW client service in her first role at Citi’s Monaco branch. More than two decades later – and after experience in several other jurisdictions, including London – she now oversees the bank’s Swiss business from Geneva.

‘The more global and complex the clients, the more value we can add,’ said Mandrile-Aguirre, who finds the client-facing element of her role rewarding. ‘Especially when you build that trust over time and you become their first port of call.’

Investors’ views and expectations have shifted, she noted. Clients feel that ‘longevity’ of wealth and investments is now more important than ever. Mandrile-Aguirre added that Citi now has a track record in helping UHNWs find the most suitable sponsors for ventures such as SPACs and other unique investment opportunities.

Rank: Top Recommended

Top Recommended 2024, UHNW Wealth Managers

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