Margot Lorenz

Partner

Margot Lorenz is an experienced asset management expert, having spent more than 25 years in the banking and financial services sector. Developments around the world are bringing changes, specifically also to how we deal with financial assets and who we trust in this respect. As an expert, Margot Lorenz guides her clients through the world of finance – reliably, efficiently, with heart and mind. Keeping an eye on the complete picture, she finds flexible solutions to achieve the financial goals of her clients. Margot Lorenz has made her mark in a sector that has to date been dominated by men and inspires specifically with her female intuition for the financial markets. She is a connector with a strong, diverse network that she makes available to her clients at all times. Personally, specifically as the mother of a daughter, she places a special emphasis on targeted financial empowerment of women.

Origins: Germany

Place of residence: Zurich, Switzerland

Education: Banking Administrator, Frankfurt School of Finance & Management

Languages: German, English

Career stages

• 1995–2005 Commerzbank, Hanover
• 2005–2008 UBS AG, Zurich
• 2008–2017 Bank J. Safra Sarasin, Zurich
• Since 2017: Portas Capital AG