privatebankaccount

Private bank accounts offer wealth management, savings, tax planning, investments, inheritance planning, family office and more...

Private Banking

The banking services are offered for new clients starting with assets of a minimum of USD 500,000.00 or more.

Below are some of the many services offered by our affiliated banks. If you would like to speak to a private banker about any of the services below. Contact us for more information >>

Private Banking in Switzerland

Investment Strategy

Global analysis of political and economic data and the medium term forecasts and scenarios;
Switzerland, Europe, USA, Japan, more...
Stock, Interest Rates, Currencies, more...

Asset Management Services

Investment Objectives
Detailed risk assessment
Risk Affinity
Risk Ability and Performance Goal.

Investment Tactics

Detailed research into individual industry sectors and companies, and monitoring of the financial markets

Wealth Reporting

We will report regularly about the developments of your wealth. It will give you an overview about your account and the strategies, risks and performances taken.

Investment Advice

Partnering you in taking your own investment decisions with the help of the research data base we gather together.

Global Asset Management and Consolidation

We assist you with your overall world wide wealth. We help you plan and keep the overview by preparing consolidated reports as basis for future decision making and monitoring of your wealth.

Fund Portfolio

Diversified investment of your assets among equity and bond funds.

Administrative Custody Management

You manage your assets; we handle the transactions for you.