Speaker

MARIE-THERESE YATES

JP MORGAN PRIVATE BANK

Managing Director, Wealth Advisor Switzerland

Marie-Thérèse Yates is the Swiss Wealth Advisor at J.P. Morgan Private Bank. Based in Geneva and Zurich, she supports the bank’s clients and their advisors with legal, tax and family governance matters. Her areas of focus include wealth structuring, succession planning, family goals and values, philanthropy, and next-generation engagement and development.

Prior to joining J.P. Morgan, Marie-Thérèse was responsible for the single-family office of a European-based family and, previously, she was a Partner with Baker McKenzie where she headed the private client team in Zurich and was a member of the EMEA Wealth Management Steering Committee.