Oliver Balmelli

Head of Independent Asset Managers and International Private Banking

EFG Bank


Oliver is a banking professional with more than 25 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 lead 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 specialisation 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

Publications & Thought Leadership

Enhancing the Efficiency of the Relationship Manager in Asia’s Wealth Management Markets The premise for our Digital Dialogue discussion of July 28 was that the relationship manager will continue to be central to the delivery of the enhanced capabilities, solutions and enduring, productive client relationships in the Asian wealth management industry, particularly for the healthy HNW and....

The latest events from Oliver Balmelli

The latest event content from Oliver Balmelli

Independent Wealth

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....