Lawyers, fiduciary agents and notaries

Financial advice for you, your law firm and your clients

Our experts understand the specific requirements of your industry. We analyze your financial situation from a holistic perspective and help you meet your challenges.

Our consulting services

A central contact person

Your own personal consultant for business and private financial matters

An individual team of specialists

Access to a comprehensive network of specialists

Regional roots

Local teams – in eight regions of Switzerland.

Our solutions

For you as a private individual

Our team of specialists can advise you and your family on financial matters.

Banking services for you and your family with innovative E-Banking and Mobile Banking
Individual investment strategies and asset structuring
Access to first-class market research and publications
Optimization of your pension situation, e.g. contributing to and drawing from the pension fund
Advice on and financing of residential property and other real estate

For your law firm

We attend to the financial matters of your law firm, fiduciary office or notary, freeing you to concentrate on your day-to-day business.

Efficient payment transactions and cash management, including reporting
Comprehensive service offers for financial transactions, from escrow and Form R accounts to complex corporate transactions
Advice on appropriate pension fund solutions for partners and employees
Corporate, investment and growth financing
A partner network in Switzerland and internationally

For your clients

We offer banking services for your clients (natural and legal entities).

Wealth Management and banking services with 24/7 support
Cash management solutions and payment transactions in Switzerland and abroad
Comprehensive choice of loans and mortgages
Philanthropic commitments including the setting up of foundations and sustainable investment
Pension and succession planning
Court appointed custodian / guardianship

Company start-up / capital increase

Is your client planning to start a corporation (AG) or a limited liability company (GmbH) or do they need to increase their capital? We offer the most important bank services for a successful start.