Wealth Management

We’ve been offering exclusive financial advice to wealthy
private clients and families for over 150 years

We'd be happy to explain our services to you simply and understandably in one of over 100 locations in Switzerland – and we'll only be satisfied when you are too.

  • Personal consultation
  • Expert and transparent
  • One-stop shop
  • Swiss quality

Personal advice for you and your wealth

Private persons and families

We offer comprehensive financial advice for your wealth, focusing on managing your assets.

Entrepreneurs and managers

You’re not just an entrepreneur or manager, you’re also a private individual. And that’s exactly how we'll advise you.

Lawyers, fiduciaries and notaries

We take care of your firm’s financial matters, your clients’ and your own – we're your one-stop shop.

Financial planning for women

Loss of earnings, part-time work, and a higher life expectancy. As a woman, you need to have a different approach to planning your assets. We're here to help.

Individual investment concept

What do you want to accomplish in your life? Together we’ll find out what matters most to you, guided by three key strategies: Liquidity. Longevity. Legacy.

Retirement advice

Set the course of your retirement early. Plan and optimize your assets for
retirement.

Real Estate Financing

Do you dream of having your own four walls, a vacation or an investment property? We'll help you make your dreams a reality.

Family Banking

We advise you on successfully passing on your estate, forward-looking succession planning, and an investment strategy that is in line with those plans.

Sustainable investments

We've just made sustainable investments our preferred recommendation for private clients investing globally.

Digital Banking 

It’s easy to follow the market value of your portfolio, test new investment strategies, and take care of your daily banking via E-Banking and Mobile Banking – around the clock and on the go.