Private Clients
Expert portfolio management
Our understanding of the complex investment landscape and suite of secure, convenient banking services keep our clients’ focus where it belongs: on their own lives and ambitions.
Made for you
Made for you
Discretionary solutions
Investment mandates are driven by your needs and wishes, but designed, executed and managed by our team of specialists. In addition to traditional asset management, including sustainable investment solutions, you can opt for investment funds based on our expert analyses across different asset classes and regions. No matter what your financial goals or interests are, we carefully monitor performance and act quickly with your best interests in mind.
Advisory solutions
We offer two tiers of service to meet your needs. With our Advisory Standard service, a dedicated relationship manager works with you to develop a tailored investment solution. The Advisory Premium service allows you to benefit from the direct support of our advisory desk specialists, receiving daily updates and investment advice, along with analysis and regular portfolio monitoring.
Credit solutions
We offer flexible solutions for private and corporate clients with diverse financing needs, ranging from Lombard, mortgage and commercial loans to innovative solutions and advice on Forex and interest rate risk management. For clients intending to buy real estate in Switzerland for residential, commercial or administrative use, we can also provide real estate service support at each stage of the purchase process.
Wealth solutions
We offer tailored advice and support for clients and families to assist them in the creation of comprehensive plans for the structuring, protection and transfer of their wealth. Our relationship managers and our wealth structuring specialists accompany you, together with any required tax or legal professionals, to examine, identify and craft the most appropriate and tailored solution for your wealth.
Other solutions & services
Our expertise also covers sustainable investments, alternative asset classes and access to digital assets (including cryptocurrencies). We specialise in the selection of global hedge funds and private equity solutions with a range of strategies, using our strong network access and broad expertise to enhance the risk / return profile of each client portfolio. Our tailored alternatives mandates are mainly discretionary and benefit from an active focus on risk management. In addition, we provide unique and customised solutions for our Italian clients together with our Italian group private bank, Cassa Lombarda.
How can we help you?
Entrepreneurs
We help entrepreneurs bring their vision to life and build on new opportunities.
Institutional clients
We bring capital market experience and tailored solutions to clients with complex needs.
External asset managers
Our dedicated team ensures flexible, responsive and far-reaching support.