HNW Wealth Managers
Company Size

Former Deutsche banker Annabel Bosman now heads a team of 20 at Julius Baer, a success story in an era of ‘rapid expansion’ for the private bank. She observes, though, that the regulatory landscape is unduly complex: ‘Many clients now find that their experience with their wealth manager has an extra layer of complexity.’ Bosman is determined to make clients’ lives easier in her new role, and aims to assist clients with greater focus on the fundamentals and, most importantly, fine-tune the levels of service. ‘As a subset of the financial sector, if you compare it with an investment bank where it’s more transactional, [wealth management] is a slow burn,’ she says. ‘It’s all about building that relationship with a client.’

Annabel Bosman