Strategic overview leads to success
Careful structuring is a prerequisite for the prudent management of a large fortune. Private Client Bank creates and manages infrastructures that make professional asset management possible. We select various banks in Switzerland and abroad for use as custodians. An efficient consolidation system enables precise analysis and risk control as well as professional reporting.
Focus on data security
The security of our clients’ data is a top priority for us. As a Swiss bank we adhere to the most rigorous standards for storing and processing client and financial data. Our infrastructure is based upon the most modern data centres in Switzerland, which fulfil the highest current security criteria.
Your partner in all wealth matters
In managing our clients’ assets, we deploy modern systems and investment techniques. Our business is centred on our strategic asset allocation, comprehensive investment advisory services, and portfolio management for liquid assets. We sit on investment committees and serve as sparring partners, also for investments in less liquid classes such as real estate, private equity, or other investments. We monitor the costs and performance of custodian banks.
Capable of tackling complex issues
Given our client structure, we are regularly asked to address challenging questions, particularly with an international focus. In the investment field, some clients require advisory services in complex derivative strategies and trading activities. One speciality is the management and hedging of large equity positions. Here too, our investment strategies are based on thorough financial analysis and cutting-edge investment techniques.
Entrepreneurial investing
Direct ownership has a distinct value, especially in turbulent times. This is why our asset management relies mainly on direct investments. We strive for above-average performance and we make long-term investments in a limited number of companies that stand out due to a strong position in their market, excellent management, and healthy finances. These characteristics pave the way for sustainable, above-average added value. In everything we do, we rely on an open architecture with no conflicts of interest.
Control risks and exploit opportunities
Private Client Bank stands for good performance with a carefully controlled level of risk. Our strategies are implemented individually for each client. In addition, the client’s situation and the market environment are constantly monitored and analysed. In our discretionary mandates, we develop a strategy together with our clients, and implement it according to their wishes: passive/indexed, or active through direct investments, according to bank specifications. Our advisory mandates are also based on strategic dialogue. With this type of mandate, however, the client makes the final decision on each individual investment.