Named the best Swiss private bank for a second time in a row and also recognised as a longstanding quality leader Many thanks to the business magazine “Bilanz” for this great awards, which confirms our own quality standards in consistent client orientation and high individuality of service provision. Try us out! In serving our clients, we strive for both high quality and consistency Trust is the foundation of a relationship stretching across generations. We consider it very important to take a holistic view of asset management. Our client advisors put their heart and soul into the business of looking after, servicing and enthusing our clients in a professional way. Our focus lies on the individual needs and wishes of our clients. We value their trust as the basis for a long-term partnership and the sustainable development of client assets. You can’t buy trust, you have to earn it Our enduring client relationships are testimony to the fact that we satisfy the needs of our clients and deliver on the claims we make. As a modern Swiss private bank, we make full use of our entrepreneurial agility and flexibility. Our services are personal and tailored to each individual client relationship. With our individual Modular Investment Solution clients can combine a number of different basic and focus modules and thereby shape their own asset allocation.Trust has a future. We will vouch for that. Find out more “Security over return” Our guiding principle is: “Security over return”. We manage our company as well as our investment activities on that basis. In other words, for us it is not short-term success, but sustained growth of client assets that is paramount. We also focus on high-quality companies with sustainable prof-itability and stable growth. Those are known as defensive growth stocks. Our Head of Investment Management, Konstantinos Ntefeloudis, will explain in the following short video how you can structure your portfolio in just as stable a way as we manage our clients’ assets so that it can weather the stormy times. (video only available in German.) Warning: This is a YouTube video. If you play the video, YouTube can track you. We offer more We deploy our broad wealth of professional expertise to assist you in all matters relating to your assets. We want to understand your needs and offer you customised solutions. Modular investment solution Innovative modular investment concept Individual selection of modules Transparent pricing model and reporting Asset management Independent advice and management thanks to the absence of in-house products Investment solutions tailored to personal needs (modular investment approach) Continuous management and monitoring of entrusted client funds Investment advice Systematic investment process Customised investment strategy Active management of assets Pension advice Individual financial advice Retirement planning Pension planning Real estate advice Purchase and sale of property Financing real estate Specialist support Mortgages Financing your own home Customised mortgage solutions Fixed mortgages, as well as variable and SARON mortgages Lawyers & Fiduciaries and their clients understanding of special requirements comprehensive advice on all aspects of invetsment Get to know us In serving our clients, we set great store by high quality and consistency. Our client advisors put their expertise and many years of experience at your disposal: they will gladly offer you professional advice and highlight the individual options open to you. Reinhard Rutz Member of Senior Management Head Private Banking Switzerland E-Mail +41 44 286 25 25 Christian Kappes Member of Senior Management Deputy Head Private Banking Switzerland E-Mail +41 44 286 25 25 Roger Arnet Member of Senior Management Head Private Banking Germany E-Mail +41 44 286 25 25 Marcel Spalinger Member of Senior Management Head Tech Banking E-Mail +41 44 286 25 25
Modular investment solution Innovative modular investment concept Individual selection of modules Transparent pricing model and reporting
Asset management Independent advice and management thanks to the absence of in-house products Investment solutions tailored to personal needs (modular investment approach) Continuous management and monitoring of entrusted client funds
Investment advice Systematic investment process Customised investment strategy Active management of assets
Mortgages Financing your own home Customised mortgage solutions Fixed mortgages, as well as variable and SARON mortgages
Lawyers & Fiduciaries and their clients understanding of special requirements comprehensive advice on all aspects of invetsment
Christian Kappes Member of Senior Management Deputy Head Private Banking Switzerland E-Mail +41 44 286 25 25