MBAER Bank - The Swiss Merchant Bank

The Bank with a Soul

Philippe Monti

MBA
Board member

Philippe has been a member of the Board of Directors of MBaer Merchant Bank since April 2022.

He is a very experienced and successful banking specialist and has held various executive positions in banks and family offices during his career.

Key professional milestones

Overall responsibility for a family office

From 2006, Philippe joined Quilvest, a leading global independent wealth manager and private equity investor dedicated to wealth preservation over generations. 

  • As CEO, he was responsible for the successful management of Quilvest (Switzerland) AG in Zurich for many years.
  • As of 2018, Philippe was additionally appointed to the Board of Directors at Quilvest.

Executive functions in banks

In 1994, he joined Credit Suisse AG where he was first responsible for the Valais region and then of the Geneva region. In 2002, he switched to Julius Baer in Geneva. First as Head of Private Banking and then as CEO responsible for the French speaking markets.

Specialist in investment and corporate banking

In 1982, he joined Bank Paribas. His focus there were challenging mandates in corporate finance and M&A and transaction banking. He was responsible for a large number of transactions ranging from the purchase and sale of companies to special financing for acquisitions of international companies. 

Beginning of a career

Philippe started his career in 1980 with trainees at Peat Marwick & Mitchel (today KPMG) as well as at the Swiss Bank Corperation (today UBS).

Qualifications

  • Executive Program Stanford Business School, Stanford
  • Top Executive Program CS, Harvard Business School
  • Master of Science in Business Administration, HEC, University of Lausanne

Philippe mother language is french and he speaks fluent italien, english and german.

This site uses cookies.

To make this website run properly and to improve your experience, we use cookies.

For more detailed information, please check our Cookie Policy.