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Individuals

Solutions for discerning private clients and international families

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Growing your wealth and securing your legacy

Our priority is to give you and your family a sense of safety and a life of prosperity while you build a meaningful legacy. To do this, we partner with you to create individual solutions that protect, preserve and grow your wealth beyond your lifetime.
We actively guide you in managing your wealth in a way that is structured to suit your and your family’s needs, values and vision, including considerations for the next generation.
Understanding that no two clients are the same is why we’ve built a distinctive, international private banking and wealth management service to suit your most complex needs.

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Distinctive, undivided service

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01

Entrepreneurial legacy 

By retaining the entrepreneurial spirit of our founders, we have successfully navigated through periods of emerging and developed market uncertainty and change. This enduring financial strength is coupled with the commitment to forging a life-long partnership with you.

02

Principled adaptability 

In a rapidly evolving world, our forward-thinking approach provides the highest standard of relevant services, complemented by a traditional value system founded on trust, integrity, respect, and responsibility. This makes us your valuable and adaptable partner.

03

Distinctly personal 

Get high-touch access to a dedicated wealth manager and deeply experienced Swiss private banker who are aligned with your distinct needs and aspirations to provide exceptional expertise in designing, implementing and managing personalised global wealth solutions.


 

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One portfolio, multiple benefits

Through your dedicated wealth manager and Swiss private banker, we provide you with access to wealth management, unique investment opportunities, banking, lending and philanthropic investments, all solely custodied in your Swiss bank account or portfolio.

Private banking

Private banking that revolves around you

Enjoy a full suite of private banking solutions and personalised service. Get access to multiple accounts and currencies, forex, credit cards and fiduciary deposits, and all the support you need from your private banker.

Explore our banking offering
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Statutory information: Our Swiss regulator

Investec Bank (Switzerland) AG is licensed and supervised by the Swiss Financial Market Supervisory Authority (FINMA). Registered at Bahnhofstrasse 75, CH-8001 Zurich, Switzerland. 

Contact details for FINMA:
Swiss Financial Market Supervisory Authority (FINMA)
Laupenstrasse 27
CH-3003 Bern
Switzerland