Consolidation provides the framework for successful wealth management.

Structuring sizable assets
Careful legal and organisational structuring is a prerequisite for successful asset management.  Private Client Bank AG provides the consolidation services that enable professional wealth management in the first place.

Consolidation
Private Client Bank AG operates an electronic consolidation service that collects information from different sources (custodian banks, fund managers etc.) and allows for permanent supervision and risk management of a client's assets or parts thereof.
One single report provides a concise, multi-dimensional view over a broad range of asset classes: liquid assets, company ownership, private equity, real estate, art and collectibles, as well as philanthropy.

Financial advice
We offer advice on financial matters and do book-keeping for non-operational companies.  Furthermore we can assist or organise your decision making body (directorate, committee etc.)