Trust is the foundation of every relationship – and the basis for our holistic wealth advice that is tailored to your needs. Benefit from our all-round approach and discover new opportunities with us – from effective management and growth of your assets to customised financial and pension planning. Let us open up new horizons together that will give you security for your financial future.
The advantages of our private banking for you
Short lines of communication
Our short, direct lines of communication ensure fast and uncomplicated access to our experts. Together we can thus deal with your request efficiently and offer you first-class, high-quality service.
Local connection
Our regional base opens up unique opportunities that we can effectively use to your advantage. In addition, our actions are characterised by a keen sense of responsibility for regional development and the well-being of our living space.
Needs-oriented organisation
We ensure that every consultation is precisely tailored to your personal goals and life circumstances. We work closely with you and always draw on the expertise of our experts.
Innovative solutions
We see ourselves as your partner in financial matters. In order to offer you unique investment solutions, we develop them ourselves and include the analyses of renowned financial partners. This guarantees you the best performance from a single source.
Your personal situation is the starting point for our advice
Your financial wishes and goals are as diverse as life itself – and this is how your wealth plan should be. You can benefit from comprehensive and trustworthy advice that covers all phases of your life. Whether you want to build, increase or transfer assets: we are here to give you and your family the best support, to accompany you and to open up new perspectives.
As an entrepreneur, you know that effective financial management is essential for business success. This also applies to your private finances. Let us convince you of our expertise, which is specifically aimed at your personal starting point and your entrepreneurial ambitions.
Strategic dialogue
Asset management Financial planning for entrepreneurs Real estate adviceSuccession planning
As a manager, you are used to taking responsibility and making decisions. We live up to our responsibility and support you proactively and comprehensively in the development and implementation of your individual wealth planning, taking into account your professional career.
Tailor-made investment advisory services
Asset management
Financial planning
Real estate advice
Succession planning
Discerning clients with complex financial structures require specific services. You can expect tailor-made financial solutions from us, geared to the unique and individual requirements of professional investors as well as private individuals and their families.
Investment advisory services
Personal wealth management
Private market investments
Cash management solutions
Financial planningSuccession planning
Newcomers from abroad have specific needs. We deliberately call you “Local Internationals”, because it is our personal aim to make it easier for you to settle in in the Zug region and to make the process as pleasant as possible. Thanks to the many years of international experience of our advisors, we know your needs. We would be pleased to advise you in English and German.
- Experience and knowledge of the needs of “Local Internationals”
- Targeted expertise in asset management and investments – also in foreign currencies
- Holistic financial advice in English
- Local market leader in real estate financing
- Strong network within the “Local Internationals” community
We are your local private banking partner with international expertise. Whatever your needs are – investment mandates, financial planning or real estate financing – with our short lines of communication and tailor-made solutions you’ll find that we’re a reliable and long-term banking partner. Get to know us!
Sonja Kündig
Head Local Internationals
Our consulting approach
What they say about us: We’re experienced but not stuck in our ways. Uncomplicated, cosmopolitan, solution-driven and very dynamic. Want to know more? Get to know us in the video, or best of all come and see us.
Checklist: New developments in Savings 3a
So you’ve made your annual contribution to Savings 3a, and are hoping to forget about this topic for another year? But ideally you should be planning your next payment for 2023 already. Our Checklist shows you what you need to be aware of.
Checklist: Tax tips
So you’ve made your annual contribution to Savings 3a, and are hoping to forget about this topic for another year? But ideally you should be planning your next payment for 2023 already. Our Checklist shows you what you need to be aware of.
Contact us
Do you have any questions about our private banking or would you like to get to know us? Contact us. We look forward to serving you!
Further topics
Change of perspective
Responsible investment: a new opportunity for a promising investment strategy.
Foundation & succession planning
Your local banking partner for enterprises. We advise entrepreneurs holistically and at eye level.