Beratungssituation Private Banking

My clients know that 
they can rely on me.

Nicole Trachsel, Senior Client Advisor

Investment advice

Investment advice

Our client advisors support you in all your investment decisions with their comprehensive specialist knowledge. This involves close collaboration with our investment specialists - which ensures that your needs are always the focus of attention.

We advise - you decide

Would you like to make your own investment decisions, but nonetheless desire a competent contact partner with whom you can discuss your ideas? Together with you, your personal advisor will formulate an investment strategy tailored to your wishes and objectives, while at the same time supporting you with implementation and monitoring. If required, we can involve our in-house investment specialists or our long-standing external partners.

Your benefits at a glance

  • The very highest quality and service standards: professional, independent, reliable
  • Open and transparent dialogue, in particular with respect to the services offered and pricing
  • Broad in-house expertise supplemented by an external network of specialists
  • Independence thanks to absence of in-house products
  • Security over return

We are there for you

Contact one of our client advisors. Should you wish it, our investment specialists are also ready to assist. We look forward to meeting you.

Christian Kappes

Christian Kappes

Member of Senior Management
Deputy Head Private Banking Switzerland

Other services

Find out more about other offerings such as our modular investment solution or asset management.