Oliver is a banking professional with more than 20 years of experience as a senior banker and leader of high performing private banking teams. His guiding principle to success is his client centric approach and his deep understanding of cultural diversity. Oliver has been in Asia for most part of his career and his responsibilities and coverage span beyond Switzerland and London. He has also developed and expanded the private banking business of a banking institution in London and was responsible to setting up the private banking department of a newly created bank in Singapore beside managing his own clients. As a senior banker, Oliver has led several successful team of private bankers with clients located in Europe, South East Asia, India, South America and segments such as the External Asset Managers and Global South Asian. Oliver holds a degree from the University of Lausanne Switzerland, an MBA from Cass Business School London and a specialization from both the London Business School and Columbia Business School New York. Oliver is also a member of the Chartered Institute of Marketing.
The latest articles from Oliver Balmelli
Independent Wealth Management – The Growth, Challenges and Changes Ahead A decade ago, when some of the panellists formed their own independent firms, there was little understanding of the proposition they represented, and considerable resistance from the main protagonists in the industry. Ten or more years later, the IAMs are working more collaboratively with the signif....