Comprehensive and personalised financial advice for entrepreneurs

We offer you tailored solutions for structuring your finances, optimising your taxes and protecting your assets – for both your business and private needs.

Finacial advice

Sustainable financial and succession planning

Asset management

Long-term asset accumulation
and protection

Tax optimisation

Tailored strategies
for tax advantages

Entrepreneurship isn’t a sprint – it’s a marathon. And we are by your side every step of the way.

Sascha Näf
Head Entrepreneur Banking

Request a free consultation

Trust has a future

Our offering for entrepreneurs is based on a deep understanding of your financial needs. We attach particular importance to security, trust and long-term partnerships. With our tailored solutions, we support you in structuring both your business and private assets as well as in optimising your taxes and planning your succession arrangements. Our experienced team of advisors provides discreet and reliable guidance for the sustainable and security-focussed management and development of your assets.

Real added value at a glance

Family-owned and managed private bank based in Zurich
Traditional values based on independence, security and transparency
Investment approach shaped by our guiding principle of “security over return”
Innovative modular investment solution based on the building-block principle
Recognised as the best Swiss private bank in 2024 by the business magazine “BILANZ”

Assistant Vice President

E-Mail

+41 44 286 25 53