Swiss private bank since 1844
Managing partners bear unlimited personal liability for the bank's obligations, ensuring decisions prioritize decades of stability over short-term quarters.
"Our unlimited liability is not a legal technicality—it is the foundation of how we think about risk. Every decision we make is tested against a simple question: would I stake my family's wealth on this outcome?"
Personalized banking for UHNWI, family groups, and non-profits. Emphasizes trust-based relationships with multilingual staff supporting diverse global jurisdictions.
70% of assets managed in-house. Discretionary mandates constructed on detailed analysis. Access to Private Equity via Moonfare and crypto via Sygnum.
Support for multigenerational wealth preservation, succession planning, and legacy structuring. Advising on discreet asset management and governance.
Standard timeline: 2 to 4 weeks
Assessment of eligibility via email or 15-minute video call.
Submission of identity documents, KYC data, and source of funds confirmation.
Enhanced due diligence verifying solvency, identity, and wealth origin.
Account setup, relationship manager assignment, and strategy definition.
| Service Type | Annual Fee (p.a.) |
|---|---|
| Discretionary Mandates | 0.5% – 1.5% |
| Advisory Mandates | 0.3% – 0.8% |
| Custody Services | 0.1% – 0.3% |
Note: Advisory mandates typically carry additional transaction costs. Specific schedules are negotiated during account opening.
11 offices across 6 countries