22.06.2026
The largest transfer of assets in Swiss history
Large estates, delayed inheritance and international structures are changing the way wealth is being passed on. For private banking, succession planning is becoming a core strategic task.
Bertrand Binggeli
Head of Estate Planning and Family Wealth Solutions
Geneva, Switzerland
French, English
Bertrand is Head of Estate Planning and Family Wealth Solutions; he joined the Bank in 2001.
With over thirty years of experience guiding HNWIs and international families on cross-border wealth and tax planning issues, Bertrand brings in-depth knowledge on matters related to succession and legacy planning, tax suitability, mobility planning, wealth structuring and international tax strategies, among other areas of expertise. Previously, he was Director International Estate Planning at ABN Amro Bank (Switzerland) for more than ten years, spent a couple of years at Fides (a trust and corporate service provider) heading the Anglo-Saxon and Mideast team, and was with UBS for more than ten years.
Bertrand holds a master’s degree in Law from the University of Lausanne.