Our core disciplines include investment advice, discretionary and advisory portfolio management, tax mitigation,estate planning, creation and management of Swiss bank accounts, formation and management of trusts and foundations.
In association with highly reputable financial institutions our Geneva based private client division is highly resourced to provide a comprehensive range of professional services to meet the needs of the modern day investor no matter how complex personal circumstances have become.
Jeremy Leach commenced his career in composite insurance broking in 1984 where he developed an extensive level of experience in all facets of personal lines, commercial insurance and discretionary asset management. When polarisation of the Insurance and Financial Services industry occurred in the United Kingdom in the late 1980's, he gravitated towards the Financial Services sector, furthering his knowledge and experience in respect of investment management and Collective Investment Schemes.Read More >>
He holds a number of non-executive board positions with regulated mutual funds and securitisations and also sits on the board of a number of financial services companies. He is the Chief Executive Officer of Managing Partners Group (MPG), a global fund management group that manages a number of regulated mutual funds and Collective Investment Schemes.
He is accredited by Organisme d'Autorégulation des Gérants de Patrimoine as a director of a number of wealth management companies regulated in Switzerland and is a member of the Worshipful Company of International Bankers (Incorporated by Royal Charter).
Jeremy Leach is widely regarded as one of the most knowledgeable asset managers in the field of traded life policies ("TLPs") and life settlements. He has written in excess of 100 technical articles on TLPs, financials and economic trends for retail media groups including the Financial Times Group, as well as being a guest speaker on CNBC.
For further information, please visit www.jeremyleach.com.
Jacques Leuba is a director and senior adviser of trustee, family office, investment holding companies and regulated asset management companies in Switzerland. He provides Swiss-based advisory, compliance, management and domiciliation facilities to wealth management and financial firms with client services and administration in Switzerland.Read More >>
Educated in the UK (MA (Oxon) TEP) and trained in South America, he worked for several years in commodity and energy finance in Geneva and London (BNP Paribas), and subsequently has enjoyed a successful career in the private banking and trust industry in the Caribbean and Switzerland, where he has held senior positions with UBS, Clariden Leu and Banque Heritage.
Mr Leuba is accredited by OAR-G as a director of a number of wealth management companies regulated in Switzerland and is also a member of the International Tax Planning Association (ITPA), the Society for Trust & Estate Practitioners (STEP), an Associate Member of the International Bar Association (IBA), and has published numerous articles on trade finance and wealth management and is co-editor of "Tax Planning for Hedge Fund Managers" (ITPA 2008).
Kaiser Partner Privatbank AG (“Kaiser Partner”) is an award-winning wealth manager with roots dating back to 1931. With a head office in Vaduz, Principality of Liechtenstein, and offices in Zollikon, Switzerland, Kaiser Partner brings together a leading trustee firm, a private bank specialising in asset management, an investment advisor registered with the SEC, the US stock market regulator, and a family office for clients looking for holistic services that put their family interests at the forefront.
Kaiser Partner multifaceted expertise provides comprehensive, knowledgeable advice and support to private individuals and families on all issues relating to their wealth. Kaiser Partner develops tailor-made strategies and solutions to help clients protect and grow their wealth in a rapidly changing world and to deal with asset protection and succession issues in a way that puts the interests of the family at the centre. Kaiser Partner are supported in their endeavours by an ever-expanding international network of experts in a wide variety of disciplines.
Equity International Asset Management SA is based in Geneva with registered number CH-660.1.780.012-8 and is regulated in Switzerland by the Organisme d’Autorégulation des Gérants de Patrimoine, Geneva (OAR-G) who enforce regulatory compliance in the context of Swiss anti-money-laundering legislation (the Anti-Money Laundering Act 1997) by the Swiss Financial Markets Authority (FINMA).
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