Your family office Our institutional coverage

Families are by their nature diverse, with priorities that change over time. Whether you’re a beneficial owner or the CEO of a Family Office, we help you make decisions based on your current needs and long-term financial goals. Bringing together our wealth management, asset management and investment banking solutions in one place. Giving you a truly integrated service and customised solutions to preserve and grow your family’s wealth.

Do you have a range of private and institutional-like needs?

We satisfy both. We may have more than 150 years of global wealth management excellence under our belt, but we are so much more than a private bank. From corporate finance to institutional trading, from wealth management to succession planning and philanthropy – you benefit from extensive choice and flexibility.

Do you want direct access to the experts?

A dedicated Family Office team will guide you through the right solutions. You’ll also enjoy direct access to our bankers, traders and advisers. Our aim is to make it as straightforward as possible for you to manage risks and seize opportunities. Quickly and effectively.

Rely on our award winning advice

Staying on top of market developments is more than a full-time job. Not to mention determining the implications for your portfolio. Our 900+ expert analysts do this for you, constantly assessing local and distant events – and working out what they mean for you. In addition to this tailored advice, we’ll keep you up to date with latest research and insights into investment drivers and trends. Making sure you always have the information that you need.

Our solution for:

Core holdings 

Liquid holdings 

Long-term holdings 

  • Corporate finance advisory/ industry knowledge
  • Buy and sell side M&A execution
  • Equity/debt capital markets (IPOs, Block trades)
  • Structured equity/financing
  • Hedging/risk management
  • Institutional sales coverage (EQ, FI, FX, derivatives)
  • Institutional trading tools
  • OTC derivatives/tailored SP
  • Institutional asset management for specific asset classes
  • Hedge fund advisory
  • Prime brokerage and managed accounts
  • Research
  • Private placements/ matchmaking
  • “Anchor investments” in IPOs
  • Private equity fund advisory
  • Real estate fund advisory
  • Values-Based Investing
  • Art and numismatics

Overlay strategies

  • Wealth planning, family advisory and philanthropy
  • Integrated custody and reporting
  • Risk management and  asset allocation
  • FX & leverage overlay 

Share your priorities with us

Come and see us so we can find out more about what matters to you.