We are proud to announce the recognition BNP Paribas Wealth Management Switzerland has received at the WealthBriefing Swiss Awards 2023, where we were awarded in three categories:

  • Best Customer Facing Digital Capabilities
  • Best FX Solution Provider
  • Best Impact Investing

These awards are a testament to the commitment of our teams to excellence in Wealth Management and their dedication to providing the best services and solutions for our clients.

Best Customer-facing Digital Capabilities

“The judges’ winner’s breadth and security of their services are impressive. By cooperating with clients, start-ups and FinTech’s, the winner has selected a comprehensive set of tools that provide an intuitive and outstanding client experience, according to the panel.”

Best FX Solution Provider

“The judges’ winner demonstrated that its FX processes and monitoring platform offers clients a high-value experience in a highly detailed and compelling submission. Judges were also impressed by their winner’s constant improvement of their know-how and framework.”

Best Impact Investing

“The judges’ winner stood out for its processes and commitment to deliver impact both for its clients as well as the institution. The variety of themes covered by BNP Paribas Solar Impulse Venture Fund  was also noted by the judging panel.”

Find more details in an interview with Beat Bachmann, CEO of BNP Paribas Wealth Management Switzerland & Emerging Markets, and Caroline Gibault, Head of Offering, Products & Services for BNP Paribas Wealth Management Switzerland.

  • Yusuf Savmaz is appointed Head Swiss-German Onshore Market, as of 1 August 2022.
  • Based in Zurich, he joins the Executive Committee of Wealth Management Switzerland & Emerging Markets, and will report to Beat Bachmann, CEO Wealth Management Switzerland & Emerging Markets.
  • Three additional client advisors are also hired to further strengthen the coverage of the Swiss Wealth Management market.

Yusuf Savmaz has 22 years of experience in the Wealth Management industry, focusing on entrepreneurs and executives for the last 10 years. For the past six years he was responsible at Credit Suisse for the Entrepreneurs & Executives segment in the Zurich region as a Managing Director.

Yusuf holds a Master of Arts in Business Administration from the University of Zurich, is a Swiss certified tax expert and a Certified International Wealth Manager.

At the same time, and in order to further develop its franchise among entrepreneurs, executives and wealthy families in Switzerland, BNP Paribas announces the recruitment of Stephan Ulrich, Marco Studer and Nadia Cortesi, as relationship managers, joining from Credit Suisse.

“Yusuf, Stephan, Marco and Nadia are a great addition to the team. With their broad experience of the Swiss entrepreneurs, I am convinced that we are well prepared to keep growing in this key market and continue to leverage our full palette of services and solutions of the BNP Paribas Group, including that of Corporate & Institutional Banking.”

Enna Pariset, Head of Territory for BNP Paribas Group in Switzerland and CEO Corporate and Institutional Banking Switzerland

“We are very happy to welcome Yusuf and his team at BNP Paribas Wealth Management. With their long standing expertise in serving Swiss entrepreneurs and executives with custom tailored solutions as well as their strong network amongst wealthy families residing in Switzerland, we are more than ever able to meet the demand for sophisticated services that we experience from this demanding client segment.”

Beat Bachmann, CEO Wealth Management Switzerland & Emerging Markets

  • BNP Paribas continues to build out its Wealth Management franchise in Switzerland
  • Beat Bachmann is appointed Chief Executive Officer for Wealth Management Switzerland & Emerging Markets, starting 1 August 20221, based in Zurich
  • Beat Bachmann joins the BNP Paribas Wealth Management Executive Committee as well as the Executive Committee of BNP Paribas (Suisse) SA

Beat is a seasoned banker joining us from UBS, where over the past 16 years he has held several senior management leadership positions in Wealth Management, in both Switzerland and Germany.  He was most recently Head Global Financial Intermediaries Europe at UBS.

Beat has a Ph.D. in organic chemistry from the Swiss Federal Institute of Technology (ETH) and an MBA from INSEAD.

1 This appointment will be effective following approval by the Board of Directors of BNP Paribas (Suisse) SA and FINMA.

“Growing our Wealth Management business in Switzerland, for both onshore and international residents and for clients from the Middle East, is a strategic priority for Wealth Management. We are committed to bringing this clientele of entrepreneurs and leading families tailor-made solutions for their personal and professional needs leveraging on the strengths of BNP Paribas’ diversified and integrated model.”

Vincent Lecomte, CEO BNP Paribas Wealth Management

“We are delighted that Beat will drive our Wealth Management business in Switzerland which is an integral part of the Swiss Territory Growth Plan. It is an important milestone as we celebrate this year 150 years of our presence in the country.”

Enna Pariset, Head of Territory for BNP Paribas Group in Switzerland

  • Martina Stumbauer will join the Wealth Management Switzerland and Wealth Management International Markets’ Executive Committees.
  • She will report directly to Hubert Musseau, CEO BNP Paribas Wealth Management Switzerland & Emerging Markets.

Martina Stumbauer is appointed Global Head of Central Eastern Europe/Commonwealth of Independent States Market (CEE – CIS Market) for Wealth Management. Martina, a Swiss citizen with Czech origin speaking serveral Eastern Europen languages, will be based in Zurich and will supervise all the teams in charge of the commercial management of clients in this region for which she has a deep knowledge.


As part of the 2025 Strategic Plan, she will be in charge of leading the development of the bank’s franchise with a demanding and very high end client base.


Before joining BNP Paribas Wealth Management, Martina Stumbauer worked for more than 20 years in the Wealth Management industry in Switzerland, including the last 13 years at Credit Suisse as Head of HNWI/UHNWI for Central European Markets, then for Russia and Ukraine.

” On behalf of the whole team, I am delighted to welcome Martina to BNP Paribas Wealth Management. She brings in-depth knowledge of the CEE – Russia market and great financial expertise which will enable us to reinforce our strong franchise in this region and to continue to grow, especially on the UHNWI segment. “

Hubert Musseau

  • Ramzi Mouawad joins WM Switzerland’s Executive Committee and will continue to be a member of the WM Middle East & Africa Executive Committee.
  • He will report directly to Hubert Musseau, CEO BNP Paribas Wealth Management Switzerland & Emerging Markets and functionally to Masroor Batin, Global Head of Middle East & Africa Market.

Ramzi Mouawad is appointed Head of Middle East & Africa Market for Wealth Management Switzerland. His role is to strengthen the teams, continue to develop the UHNWI market sector and to assert WM Switzerland as a major player for our clients from the Middle East.


Since 2013, Ramzi Mouawad was the Market Head for GCC and KSA International for BNP Paribas Wealth Management in Dubai, managing a team of private bankers and coordinating the coverage of Key Clients in the region.


Before joining BNP Paribas Wealth Management, Ramzi worked for Deutsche Bank in the Global Markets division overseeing Private Institutional Clients in the UAE and the Levant offering them tailor-made solutions in a wide range of activities. He started his career in Paris at Merrill Lynch as a Private Banker.

” For many years now, the Middle East and Africa Market has remained an important growth pillar for BNP Paribas Wealth Management. The 2025 Growth Plan acknowledges a renewed growth ambition to develop our services to clients who show an increasing interest for more personalized and complex solutions and who seek alternative investment products.

While relying on the variety and expertise of the services offered to this strongly distinctive market, Ramzi will be in charge of leading this growth plan.”

Hubert Musseau

The 2020 Global Entrepreneur Report by BNP Paribas Wealth Management gives an insight on what Elite Entrepreneurs across 19 countries think about sustainable investments, their top priorities and whether their actions actually matched their thinking.

Key Take-Aways

Sustainability has become core in entrepreneurs’ financial commitment accross all regions

  • Almost half of this Entrepreneurial audience already have sustainable investments.
  • 70% are more willing to invest sustainably than they were 18 months ago, rising to 75% for Millennials.
  • On average, these impact seekers are prepared to quadruple their financial commitments to sustainable investments over time. 
  • The primary reason entrepreneurs like these investments is because they represent a way for them to use their wealth to embed their personal and family values.

Climate change action: the number one united nations sustainable development goals (UNSDG)

  • 33% of entrepreneurs choose climate action as a top five UNSDG theme among the 17.
  • Climate change action is the priority in Europe; in the US, access to affordable clean energy; in Asia, promoting inclusive growth.

IMPACT-SEEKERS WANT THE WEALTH MANAGEMENT INDUSTRY TO PLAY ITS PART AND PROACTIVELY DISCUSS RELEVANT SUSTAINABLE INVESTMENT OPPORTUNITIES, INFORMATION AND ADVICE TO ACHIEVE THEIR IMPACT OBJECTIVES.

Vincent Lecomte, CEO of BNP Paribas Wealth Management, commented:

“Expectations are different from one region to another, but entrepreneurs all want to contribute and use their wealth to leave a positive mark on society. The Covid-19 pandemic has also accelerated sustainable investing: 64 % of investors believe the coronavirus crisis is a tipping point for ESG investment. The wealth management industry has a major part to play in providing the right level of information, transparency and solutions to support this entrepreneurial commitment. Going one-step further this year, we recently launched our new, game-changing sustainability rating methodology across all asset classes, putting us at the forefront of the private banking industry. Thanks to this methodology, our clients can compare the level of sustainability of the investments we recommend. By the end of 2021, all of our recommended universe will be rated.”

Anne Pointet, Deputy CEO of BNP Paribas Wealth Management, added:

ESG considerations can enter investment strategy and portfolio construction in many different ways. There is an important focus today on E and S, but G (Governance) is sometimes a little forgotten. We are convinced at BNP Paribas Wealth Management that strong governance can drive higher long-term returns, crucially while reducing portfolio risk.”

BNP Paribas Wealth Management launches new sustainability rating methodology : the clover rating

  • This clover rating measures the sustainability level of all recommended financial instruments, whether responsible or not.
  • A consistent approach, with criteria adapted to all asset classes, to position the sustainability level on a single rating scale from 0 to 10 clovers.
  • “Sustainable” starts at 5 clovers, the minimum for sustainable mandates and advisory.
  • It allows clients to compare all financial instruments (funds, equities, bonds, ETFs, etc.) in their portfolio in order to align their holdings with their sustainability objectives.

By the end of 2021:

  • 100% of the recommended universe rated, compared to 80% today.
  • More than 1/3 of the recommended universe will be sustainable, of which at least 50% of recommended funds will be SRI.

The research program was undertaken by Aon Client Insight and involved a survey programme with 1,132 High Net Worth and Ultra-High Net worth entrepreneurs spanning 19 countries representing an average investable wealth of $18.2 billion.

The Central and Eastern European market is fully part of BNP Paribas Wealth management strategy in Switzerland. The bank intends to reinforce its strong base in this region and to continue to grow selectively and sustainably.
With this in mind, the bank welcomed on November 2 seven new talents for this market, including Christian Salatko as Head of Key Clients / UHNWI.

Christian Salatko has acquired solid experience in that area at BNP Paribas, for instance as a Bank representative in Moscow and in Geneva as a senior banker and team leader in international trade financing. The mission of this team is to strengthen the existing franchise and foster new targeted development projects by capitalising on the BNP Paribas Group’s competitive advantages.

This announcement is an echo to the reaffirmed commitment of BNP Paribas Group to further develop its business in Switzerland, and the central role of Wealth Management in this regard. 

Wealth Management in Switzerland concentrates on entrepreneurs and on High Net Worth clients, supporting them on the long term by providing global solutions to their financial and estate planning needs.

BNP Paribas in Switzerland is pursuing its growth strategy in the Swiss market and has appointed Richard Albrecht as head of a strengthened team. Based in Geneva, Richard reports directly to Jean-Paul Rojal, Head of Switzerland & International Europe Markets.

Stregthening the growth strategy on the Swiss Market

BNP Paribas in Switzerland has a new team as part of its global growth strategy in the Swiss market, which is essential for the Group.

As Head of the French-speaking Swiss market, Richard is leading the pursuit of this development objective for Ultra High Key Clients and Family Offices by capitalising on his strong commercial experience. He is also supported by a new team of three people including Igor Clainscig, former Ultra High Key Clients banker at UBS and Deutsche Bank to ensure market growth in the region.

I am delighted to welcome Richard to BNP Paribas Wealth Management. The challenges are numerous: to bring value to clients in Switzerland and to contribute to the development of this market by taking a long-term view of our integration project”

Jean-Paul Rojal

Richard Albrecht at the head of a new team

Richard Albrecht has 20 years of experience, mainly acquired in major Swiss banking groups. He began his career at UBS and Lombard Odier as a private banker specializing in the Swiss onshore market.

In his last position at Deutsche Bank, he was responsible for French-speaking Switzerland and a UHNWI & Single Multi Family Office team for the last ten years. He was responsible for the coverage of the main clients in his market. Like many international banks, he also deployed a heavy change and transformation programme.

It’s plastered everywhere and purportedly built into everything. It’s sustainability, the buzzword that has taken hold in every corner of society and sector of business. Within asset management, too, sustainable finance is gaining in significance. More and more high-net-worth clients are becoming interested in investments that can be made in good conscience because they are economically, ecologically and societally sustainable. Banks have recognised this demand and developed investment strategies to meet it. But is every product marked “sustainable finance” worthy of the label?

Awash in a sea of green

Many banks now offer green products, advising their clients on sustainable finance and impact investing.

The sheer supply may seem enormous at first, but the investment universe shrinks as investment strategies become more stringent. And while many different sustainable funds currently exist, there is still plenty of room to expand. ETFs in particular have some catching up to do. And the choices narrow greatly when one looks beyond equities as underlying assets. In addition, sustainable investment opportunities are distinctly underrepresented in bonds. However, this asset class is growing rapidly, as green bonds in particular are gaining in popularity.

it is important for investors to begin by clearly establishing what their convictions, principles and objectives are with respect to sustainability”

George Falkner, Head External Wealth Manager & Multi Family Offices at BNP Paribas (Suisse) SA

Until now, demand for sustainable investment products has primarily been driven by institutional investors. “But asset managers themselves are having to be increasingly transparent and clearly explain how they implement sustainability criteria. So this topic will play an even more important role for many investors in the coming years,” remarked George Falkner, Head External Wealth Manager & Multi Family Offices at BNP Paribas (Suisse) SA.

“However, it is important to carefully review and critically assess each green product on offer – and for investors to begin by clearly establishing what their convictions, principles and objectives are with respect to sustainability,” he added.

To help investors find and understand opportunities for sustainable investment, BNP Paribas has developed an ESG rating system (environmental, social and governance criteria).

 Four different areas of analysis have been identified on which companies can be rated on a spectrum. Investors can use these sustainability ratings to narrow their search for the right products and define a sustainability strategy based on their convictions and preferred criteria.

Accountability pays – for companies and investors too

Studies on this topic have shown that companies which systematically implement a policy on sustainability have more attractive risk and cost profiles. They tend to be more innovative, bring better products to market, and achieve better returns.

Positive impact business: the future of banking

It therefore makes a lot of sense for companies to consider and incorporate ESG criteria into their business transactions, while investors would do well to focus on the ones that have realised this. Sustainability has been a part of the fundamental approach at BNP Paribas for many years.

“We remain convinced that financial markets are at a turning point, and that sustainability is continually gaining in importance for many other banks as well,” asserted Jan Karban, Head External Wealth Manager & Multi Family Offices Deutschschweiz at BNP Paribas (Suisse) SA. “Positive banking is the foundation of our Bank’s business model. And in keeping with this, all BNP Paribas divisions and departments are required to contribute to the long-term success of the Bank, and hence to that of its clients.”

In 2018, BNP Paribas appeared for the fourth year in a row on the list of the world’s 100 most sustainable companies released on the occasion of the World Economic Forum in Davos. And in 2019, Euromoney named BNP Paribas World’s Best Bank for Corporate Responsibility.

Published each year since 2013, the BNP Paribas Wealth Management Global Entrepreneur Report presents the main trends on private investments. For its fifth edition, the report unveils the Elite Entrepreneurs’ preferred investments and the tendancies shaping their portfolio.  width= The research has been powered with Scorpio Partnership. It is available on BNP Paribas Wealth Management’s website.