Asset Management

Bespoke asset management mandates are one of our core competences. After arranging a personal consultation to define a risk profile, we draw up a targeted strategy geared towards investing your assets primarily in direct investments. Collective capital investment products can also be used to cover special investment needs.

Investment Advice

Our longstanding and experienced client advisors are at your side as partners to assist you with your personal investment decisions. You benefit from access to the most modern and comprehensive information systems. We would be happy to draw up investment proposals that meet your expectations and requirements. One of our other core services is to provide a consolidated assessment of your assets. This allows us to compile an in-depth risk analysis and instigate any concrete measures that may be required.

Basic Banking Services

Securities trading, securities safekeeping, collection of interest and dividends, corporate actions, regular and clear statements of assets and account statements, account management in various currencies, payments in Switzerland and abroad, check cashing and issuance, direct debits, cash deposit and withdrawals in Swiss francs and foreign currencies, Credit and Maestro cards, tax documents, withholding tax reclaims, Info Banking.

Family Office

Our customized services mean that we can offer holistic advice and support for individuals, families, family businesses, communities of heirs and companies. If external assistance is required, you can take advantage of a selected network of specialists. We have made a conscious decision not to engage in investment banking in order to preserve our independence.

Cooperation with external asset managers

Our experienced specialists for external asset managers are happy to assist you personally and individually on daily basis.

Services for foundations & associations

Is your interest primarily in fulfilling the foundation's activities and purpose?
Thanks to the professional advice of our experts, you have more time to do so. You may entrust us with the selection of investments according to the needs of your foundation. As a traditional family business, we have been aware of the importance of assuming social responsibility for generations. That is why the owner families and the bank have always been committed to philanthropy and also established the Isaac Dreyfus-Bernheim Foundation to mark the 200th anniversary in 2013. Thanks to these many years of experience, we are well aquainted with the management and administration of charitable foundations. You too may benefit from our wealth of experience.

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Additional Services

Tax returns Switzerland, consolidated analyses, legal advice, execution of wills, partition schemes, lombard loans and loans secured by property, financial planning Switzerland, pension Switzerland.