Felicity Keller

Senior Advisor

Felicity helped us establish the firm’s efforts in Switzerland and managed our Swiss presence for ten years.
Now as a Senior Advisor she is a Holding Board Director and a Non-Executive Director of a number of the Group’s companies. She also helps with a number of other Group functions.

She draws on over 30 years of top managerial and senior executive experience within key institutions such as Credit Suisse Private Banking, Pictet & Cie, ABN AMRO and others, dealing with cross-border and regulatory issues. She also brings to us her far-reaching private client, family office, and trust related expertise to the benefit of the firm’s client

Felicity was Co-Founder and Chair of the Swiss & Liechtenstein STEP Federation and of the STEP Alpine Conference which debuted in 2017. She has been Chair of STEP Verein Zurich Centre and the STEP Verein and has acted as an expert to the Judges of the STEP Private Client Awards. In 2016 she received a STEP Founders Award for outstanding achievement. Currently she is a STEP Worldwide Council Member representing Switzerland.

A Swiss and British national, Felicity speaks English and French and has a working knowledge of German. She holds an LLB (Hons) from University College London and is a qualified non-practising Barrister. She is a certified TEP (Trusts and Estate Practitioner), and a certified Mediator.