The Bank with a Soul

Michael Heil

BBA
Head Investment Advisory

Michael Heil has been working at MBaer Merchant Bank since July 2019. 

He concentrates mainly on looking after clients requiring investment advice or asset management services. He also provides bespoke investment strategies covering all investment classes.

Michael sits on the Investment Committee and is Deputy Chief Investment Officer.

heil@mbaerbank.com

Key professional milestones

Focus on Eastern European clients

Michael spent four years as an investment adviser at Edmond de Rothschild in Zurich, with the following responsibilities:

  • helping to set up the branch in Zurich
  • providing investment advice for high-net-worth individuals (HNWI) and ultra-high-net-worth individuals (UHNWI), focusing mainly on the Eastern European market

Specialist in investment advice

Before that, he worked for over eight years at Schroders & Co. Bank as an investment consultant, with the following responsibilities: 

  • setting up and expanding the investment consultancy team
  • providing bespoke investment advice for HNWI and UHNWI clients; also Head of the EAM desk 

Many years of experience as a Relationship Manager

Michael began his banking career with Credit Suisse AG. His role included:

  • relationship management, focusing on clients from Switzerland and Germany
  • providing integrated advice for private banking clients

Qualifications

  • BBA

Michael speaks fluent German and English.

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