Margot  Lorenz

Margot Lorenz

Partner

Margot Lorenz has more than 20 years experience in private banking and asset management and is specialised in advising wealthy families and foundations.

She holds a Master Degree in Banking from Frankfurt School of Finance & Management and started her career with Commerzbank in Germany in 1996. In 2005, Margot moved on to Switzerland accepting an offer to work for a major swiss bank followed by a 9 year assignment at a swiss private bank.

Her longterm experience and expertise in private banking and her uncompromising focus on customer needs are well appreciated by her clients.