Overview & Rebranding Status
Personalized Swiss banking with dedicated relationship managers and full confidentiality within regulatory frameworks.
Holistic financial planning, "protect and grow" strategies, and succession planning for families and entrepreneurs.
Access to global markets (equities, bonds), diversified funds, and digital assets via InCore/SOBACO hub.
Full-service platform tailored for independent external asset managers, portfolio managers, and trustees.
Metrics following acquisition by Groupe Banque Richelieu (2025)