Building Trust and Value: Itaú Private Bank Zurich’s Journey

CEO Stefan Jenni shares how Itaú Zurich grew to $13B AUM by serving LatAm clients with excellence

By Itaú Private Bank

2 minutes of reading
Management of Itaú Private Bank (v.l.n.r.): Thiago Tanure (Head of Private Banking), Daniel Baumann (CFO/COO), Rodrigo Braga (Head of Markets), Stefan Jenni (CEO) and Carolina Thomaz (CRO)

In his recent conversation on finews.com: Top stories, our CEO Stefan Jenni, reflects on Itaú Private Bank Zurich’s journey and what sets us apart.

From our beginnings in the wake of the global financial crisis to managing over USD 13 billion in client assets today, our story has been guided by a clear vision: delivering long‑term value to Latin American clients through deep relationships, international diversification, and a commitment to Swiss banking excellence.

As Stefan highlights, with a third of the world’s offshore wealth booked in Switzerland, we believe in actively communicating the strength and relevance of our market—and the responsibility that comes with it.

Read the full article to learn more about our purpose, our people, and the future we’re building together.