Andre Portelli

Head of Investment and Client Solutions, EFG International

Andre Portelli is listed as Head of Investment and Client Solutions, EFG International. Andre spoke at Global Wealth Management Summit 2026 in November 2026 (speaker, “PANEL: PE’s private wealth push – Are safeguards keeping pace?”). Speaks mainly at Financial Services events.

Compiled from published conference agendas; not yet confirmed by Andre. Is this you? Claim this profile.

Sector: Financial Services

About

Andre Portelli is the Head of Investment & Client Solutions of EFG International and EFG Bank and has been a member of the respective Executive Committees, since February 2024. He is also a member of EFG International’s Global Business Committee and holds some non-executive Board positions in entities directly or indirectly controlled by EFG International. Andre Portelli is a senior banking executive with more than 20 years of experience in private banking and investment banking. Prior to joining EFG, he was Global Co-Head Investments and Global Head Strategic Solutions Group and Private Markets at Barclays Private Bank since 2017. From 2010 to 2017, he held various senior roles at UBS, including Head of Private Solutions, EMEA, UBS Investment Bank. Prior to that, he worked for Nomura and Lehman Brothers in UK, the UAE and Switzerland. He holds a master’s degree in International Economics & Management, Money, Banking & Finance from the Bocconi University Business School, Mi

Sessions at 1 conference

Global Wealth Management Summit 2026 4 November 2026 – 5 November 2026

PANEL: PE’s private wealth push – Are safeguards keeping pace? Speaker · 5 November 2026

Spoke alongside

People who have shared a session with Andre at events on B2DB.

Emma Dunkley Asset Management Reporter · Financial Times 1 shared session
Cyril Demaria-Bengochéa Head of Private Markets Strategy & Research · Julius Baer 1 shared session
Nicole Curti President, Alliance of Swiss Wealth Managers, and Managing Partner and CEO · Capital Y 1 shared session
Sunaina Sinha Global Head of Private Capital Advisory · Raymond James 1 shared session