Banking and wealth management services

From Investec Switzerland (AG)

Investec is a distinctive bank and wealth manager, offering a range of services from Zurich.

  • Investec Switzerland (AG) leverages our global resources and investment processes to deliver truly innovative international banking services and wealth management solutions to our clients.

  • Our boutique approach ensures that we are positioned to out-think, not out-muscle, the competition, making our offering attractive to a broad base of international and local clients.

     

Banking services

Banking services for individuals, trusts and corporate clients provided by dedicated relationship managers.

Family office services

A variety of solutions from wealth management and investment advice, to secure and reliable custody services, to expertise in the areas of lending and corporate finance. 

Investment management services for individuals

Comprehensive investment services offering our private clients access to an extensive pool of investment opportunities from around the world.

Independent Financial Adviser services

Trading and execution for financial instruments, research and investment insight, investment products and tailor-made structured products.

Charitable and family foundation investment services

investment practitioners to work with you to develop a customised strategy to meet your foundation’s unique investment objectives.

General enquiries