Your own personal
Wealth Office
We empower individuals with a dedicated Wealth Office, providing them to take full control over their wealth. We are always insisting on excellence from asset managers, custody service providers and banks.
bank/asset manager
A Wealth Officer for all your banks
Your personalised Wealth Office manages all your wealth activities independently and professionally.
Oversight & Control
The digital portal provides you with a simple and transparent overview of your wealth.
Access to more than 400 service providers
The freedom to choose the best offer from all banks and managers – fast and competitive.
Frequently asked questions
What is a Wealth Office?
A Wealth Office manages the wealth affairs of individuals, groups, or institutions. It serves as a central point of contact that coordinates all activities, from planning (plan.) to implementation (find.) to control (control.), always safeguarding clients' interests against banks and asset managers.
From what wealth size is a Wealth Office advantageous?
A Wealth Office is advantageous from CHF 1 million in wealth. When multiple banks and different assets are involved, a Wealth Office adds real value.
How much does a Wealth Office cost?
A Wealth Office costs between 0.1% and 0.65% per year, depending on the size of the wealth. The fees are billed separately to ensure 100% independence. However, overall wealth management costs decrease significantly due to the elimination of many cost factors, and clients benefit from preferential conditions with banks and managers.
What services does a Wealth Office provide?
The main responsibilities of a Wealth Office include wealth planning, selecting banks and managers and/or solutions, results monitoring, and administrative management of wealth activities.
What is the easiest way to get started?
Setting up a Wealth Office is quick and easy. Existing banking relationships are taken over, and a Wealth Officer analyzes the initial situation and existing portfolios. In the case of changes or new solutions, you will always be consulted.
Your questions
You probably have many more questions, but you're not ready to meet a Wealth Officer just yet. We're here to answer your questions.
Facts & Figures
CHF 7.8 Mrd.
of assets optimised
+67%
average increase in returns
34%
average cost savings
508
analysed banks/providers
>40
certified consultants
Questions?
Call us or make an appointment at one of our branches.