Samer Modad
Bespoke wealth, asset and investment management
Wealth Management Director at Swiss Portfolio Management in Zurich, advising GCC and Levant-based ultra and high net worth individuals, family offices and corporate clients.
Introductions are encrypted end-to-end · Commission agreed upfront · 0% to MezAgent
- Role
- Wealth Management Director, Swiss Portfolio Management AG
- Experience
- 20+ years in private banking
- Background
- Credit Suisse and Julius Baer
- Focus
- GCC and Levant-based ultra and high net worth individuals
- Credentials
- Certified Wealth Management Advisor, with multiple regulatory certifications
Submit an introduction through MezAgent. Your client's details stay encrypted until the business confirms the introduction, and the commission is agreed before any client information is shared.
Introduce a clientTwo decades advising international private clients
Samer Modad is Wealth Management Director at Swiss Portfolio Management AG, an independent wealth management company based in Zurich's financial district. He is a Certified Wealth Management Advisor with more than 20 years of experience in private banking.
He previously worked at Credit Suisse and Julius Baer, where he specialised in advising and managing portfolios for GCC and Levant-based ultra and high net worth individuals. He holds multiple regulatory certifications in wealth and investment advisory.
The firm provides advisory, discretionary and execution services to international ultra high net worth and high net worth investors, family offices and corporate clients, working with Swiss custodian banks and keeping securities accounts and cash accounts in the client's own name.
“Bespoke wealth, asset and investment management for international UHNW and HNW investors, family offices and corporate clients.”
20+ years in private banking
Credit Suisse and Julius Baer, advising and managing portfolios for GCC and Levant-based ultra and high net worth clients.
Certified Wealth Management Advisor
Holding multiple regulatory certifications in wealth and investment advisory.
Swiss custodian banks
Special conditions with Swiss custodian banks and only a limited power of attorney, the securities account and cash account stay in the client's name.
Advisory, discretionary and execution
All three delivered together, for complete professional management of client assets from a single Zurich desk.
A global client base
International UHNW and HNW individuals, family offices and corporate clients, with a particular depth in the GCC and Levant.
Who the desk is built for
International private clients
Ultra high net worth and high net worth individuals outside Switzerland who want Swiss custody and management.
Family offices
Structures that need a single, accountable management mandate alongside their own advisers.
Corporate clients
Corporate portfolios managed with the same discretionary and advisory framework.
GCC and Levant clients
The desk's specialism: advising and managing portfolios for clients from the Gulf and Levant regions.
Swiss Portfolio Management is based in Zurich's financial district and manages complex asset portfolios on behalf of its clients.
Ways to work with the desk
Wealth management
Smart wealth planning and personal financial plans designed around each client's individual needs.
Strategic investment
Financial advisory and execution, from mandate design through to implementation in the market.
Research and reporting
Global trends and analysis, with the reporting a client needs to see what is happening in the portfolio.
3D investment concept
Active asset management for classic assets, with automated profit protection and loss limitation, including dynamic trailing stops.
Focus strategies
Trend-following models, pure income strategies and active portfolio management as an easy route into a management mandate.
Capital preservation
Blue-chip selection based on fundamental and technical parameters, plus structured products, ETFs and thematic funds.
Every introduction to Samer Modad is protected
You keep the client relationship, Samer Modad handles everything after the introduction, and your commission is agreed and tracked on MezAgent throughout.
Encrypted on submission
Your client's details stay encrypted end to end until the business accepts the introduction.
Commission agreed upfront
The commission and your role are locked in by a digital referral agreement before any client information is shared.
Tracked to payout
Every step from first introduction to closed deal is recorded in your dashboard, with 0% taken by MezAgent.
Introduce a client to Samer Modad
Submit a warm introduction through your MezAgent account. Your client's details stay encrypted, and the referral is agreed and tracked from the moment of submission.