Our Private Bank offers financial guidance led by experienced investment advisors who craft bespoke investment portfolios aligned with your financial aspirations. Benefit from our global investment insights and opportunities, grounded in our strategic perspective, while maintaining full control over your investment decisions.
Investment Services
About CIO Office
The CIO office, headed by our Chief Investment Officer, is located in Zurich and is responsible for the House View, the asset allocation and tactical investment decisions including the selection of investment instruments and products. The CIO leads a team of seasoned senior professionals with strong backgrounds in investment research, portfolio management and investment advisory. Their combined years of expertise acquired working for highly respected peer wealth management and asset management firms including insurance companies lies at the heart of the CIO Office’s competence and services.
Products
Discretionary Portfolio Management
Our investment services are meticulously tailored to meet your unique requirements and circumstances, with a strong focus on wealth management and preservation.
Advisory
Our Private Banker and Investment Advisor provide expert guidance on a variety of investment opportunities, tailored to your individual goals, values, and needs.
Islamic Investment Services
Our Islamic Investment Services offer more than just banking solutions, these services are tailored to align your values with Shariah principles.
Discretionary Portfolio Management
Our investment services are meticulously tailored to meet your unique requirements and circumstances, with a strong focus on wealth management and preservation.
Advisory
Our Private Banker and Investment Advisor provide expert guidance on a variety of investment opportunities, tailored to your individual goals, values, and needs.
Islamic Investment Services
Our Islamic Investment Services offer more than just banking solutions, these services are tailored to align your values with Shariah principles.
