ZURICH

 Our Zurich office is located a short walk from the renowned Bahnofstrasse, one of the world’s most attractive shopping avenues.

The office combines the history, security and centuries-old traditions of Swiss finance,
with our unique, innovative approach to client service and investment management

James Phillips

Managing Director

Switzerland

T: +41 (0) 44 542 83 33

James heads up Artorius Wealth's Swiss business in Zurich. He worked for Lloyd's UK Private Banking and Lloyd's International Private Banking for 23 years in various regulated client facing and leadership roles, before joining Credit Suisse in 2011 as a Director. His extensive experience gives him an excellent understanding of UK tax implications and appropriate planning for UK referenced clients, whilst delivering a wide range of sophisticated Investment solutions.

 

James is Investment Advice Certified and Investment Management Certificated. James enjoys reading history, covering Ancient Rome, Greece, Vikings all the way to the Napoleonic campaigns, good preparation for the vagaries of a challenging Europe today!  During the winter, James snowboards, and in summer, has been seen to smash a few tennis balls on the clay courts by Lake Zurich!

Nick Sloane

Senior Client Partner


T: +41 (0) 44 542 8340

A Senior Client Partner, Bristol University educated Nick has 20 years’ experience in the financial industry. He started on the investment banking side in derivatives sales and trading in London and Frankfurt with Deutsche Bank and SEB, with the last ten years in private banking in Switzerland, initially at Credit Suisse as a senior investment advisor, then managing a substantial book of senior UHNW/HNW Middle Eastern clients.

 

Combining multi-asset class wealth management skills and a diplomatic family background, Nick is adept at understanding deep-seated client needs, developing long-term, trusting relationships and creating lasting solutions for all individuals and families.

Maximilian Böhme

Client Services Officer


T: +41 (0) 44 542 83 38

Max is focused on supporting our Swiss Clients Partners in providing excellent client service and managing compliance for the Zurich based team. Prior to joining Artorius Wealth, he was a senior private banking assistant at Credit Suisse for more than four years.

 

Max successfully completed a commercial apprenticeship at Credit Suisse and holds a Swiss degree in commercial studies (Level E).

Gary McGraw

Senior Investment Partner


T: +41 (0) 44 542 83 35

Gary brings 30 years’ experience in Financial Markets, starting out as an FX trader in 1985, broadening into Fixed Income and FX in the late 90s. During this time he lived and worked in London, Saudi Arabia and Bahrain. In 2002 he moved to Credit Suisse Private Bank in London and then Zurich. He managed the Investment Advisory teams in London, Zurich, Geneva and Guernsey

Aaron Joyce

Senior Investment Partner


T: +41 (0) 44 542 83 36

Aaron Joyce worked at Credit Suisse Private Bank Zurich as an Investment Consultant for 9 years providing multi-asset advice with particular focus on equity, commodities and derivatives.

 

Prior to Credit Suisse, he worked on the Equity Derivative desk at JPMorgan Investment Bank in London following serveral years early in his career in Capital Markets law at Linklaters and UBS in London, as well as a period at the European Parliament in Brussels.

@Copyright Artorius Wealth 2016