Wealth Management Basel

Basel

We have been helping individuals and families to build and preserve their wealth from our office in Basel since 2009. Today, we offer private banking for wealthy clients and investment funds for portfolios of all sizes.

Wealth management services

Since 1805 we have been assisting wealthy individuals and families with their financial and planning needs. Private banking services are designed and managed to preserve and protect your wealth. This involves planning the governance of how and by whom your wealth is managed. It also covers managing how your wealth is invested and the funds you invest in. The growth strategy for your private wealth must reflect your ambitions and desires as well as suiting you and your family and the part you want them to play in governing and inheriting. You will also want a wealth governance platform that is easy to use and flexible enough to work specifically for you. And if you are a Swiss resident, we can help you with financial planning in Switzerland as well as the planning and consolidation of your Swiss pension or pensions.

Contact our expert

Our expert in Basel is at your disposal for any information you may need on our wealth management services and solutions.

Find us

Address

St. Jakobs-Strasse 25
Postfach
4010 Basel
Switzerland

Main numbers

Tel. +41 58 323 65 65
Fax +41 58 323 65 66

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