HQ: Zürich, Switzerland
Small and mid-cap Swiss equities outside the SMI (CHF 50M - 1BN market cap).
Smaller companies often exhibit faster revenue expansion compared to large-cap peers, particularly in niche sectors.
Performance frequently diverges from broad SMI movements, providing valuable portfolio diversification.
Exposure to "hidden champions" in precision manufacturing, specialized chemicals, and technology services.
Limited institutional coverage creates opportunities to identify undervalued assets with strong fundamentals.
Concentrated portfolio of Swiss small and mid-cap equities selected through fundamental analysis, targeting long-term capital appreciation.
Balanced global equity and bond allocation with 5% exposure to Swiss real estate funds, designed for conservative to moderate risk profiles.
Asset Security: Deposits up to CHF 100,000 are protected by Esisuisse. Client securities are held in segregated custody accounts and are not part of the bank's estate in case of insolvency.
Comprehensive analysis and structuring of assets tailored to individual goals and pension optimization.
Customized investment strategies (equities, bonds, real estate) designed to preserve and grow wealth.
Advisory services for legal structuring and tax-efficient wealth transfer to next generations.
Platform providing custody, reporting, and compliance support for independent external asset managers.
Typically recommended investable assets: CHF 500,000
Private clients with liquid assets >CHF 1 million seeking wealth preservation and succession planning.
Founders requiring integrated personal and corporate capital management and liquidity planning.
Pension funds, endowments, and family offices seeking expertise in Swiss equities.
Lienhardt & Partner Privatbank Zürich AG
Rämistrasse 23
CH-8024 Zürich, Switzerland
Phone: +41 44 268 61 61 Email: info@lienhardt.ch
Monday–Friday: 9:00–17:00 CET