Wealth management that meets your personal goals
Our ability to blend data, empathy, and a deep understanding of our clients' lives enables us to create individual wealth strategies and build lasting relationships.
Our global wealth management service combines exceptional investment expertise with highly personalised service. Through decades of partnering with international clients with significant wealth, we understand your unique and complex investment needs and tailor our services to meet your personal goals, values and vision.
With a distinctive approach to wealth planning, we partner with you to help create a sense of safety, enable a life of prosperity and build a meaningful legacy for generations to come.
What we offer
Client-centric partnership
We have a long history of trusted partnerships with progressive, discerning, global clients. Our collaborative approach ensures that your interests are at the forefront of everything we do.
Holistic financial wellbeing
Our commitment extends beyond wealth accumulation. We focus on optimising your overall financial health, providing strategies that ensure your financial security, prosperity and a meaningful legacy that lasts for generations. Our aim is to empower you to achieve your personal purposes and aspirations, creating a robust foundation now and in the future.
Curated, complex financial solutions
By working closely with you, we gain a deep understanding of your unique financial needs. With our tailored advice and strategies, we aim to meet your goals and adapt to changing family circumstances and market conditions.
It all starts with a conversation
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