Profile: Swiss banking platform combining wealth management, lending activities, and corporate/global advisory services.

Indicative Metrics

• Assets under Management: approximately CHF 3–5 billion
• Total Assets: approximately CHF 700 million–1.1 billion
• Employees: approximately 90–140
• Annual Operating Income: approximately CHF 45–65 million
• Annual Profit: mid single-digit million CHF
• Shareholders’ Equity: more than CHF 100 million
• Capital & Liquidity Ratios: well above regulatory minimum requirements

Business Model: Traditional Swiss wealth management combined with Lombard lending, selected real estate financing, structured lending, corporate finance advisory, M&A advisory, financing advisory, custody, trading, and reporting services.

Client Base: High-net-worth individuals, entrepreneurs, family-owned businesses, external asset managers, and mid-sized companies. The bank combines private wealth management with financing solutions for businesses and entrepreneurial projects.

Investment Case: Particularly attractive for an acquirer seeking a larger Swiss platform with an established management team, multiple client segments, and a broader product offering extending beyond traditional private banking. Significant cross-selling potential exists between private wealth management, corporate financing, and corporate advisory services.

Swiss Banking Market Overview

Swiss banks serving entrepreneurs and family-owned businesses benefit from the country’s position as a leading international financial center and corporate advisory hub. Demand for integrated solutions combining wealth management, corporate finance, lending, and succession planning continues to grow among business owners. Institutions capable of cross-selling private banking and corporate advisory services enjoy stronger client retention, diversified revenues, and higher long-term profitability, making this business model particularly attractive for strategic banking groups seeking comprehensive client relationships.

LEGAL NOTE

• Buy-Side Mandate Required: Representation and execution of any transactional services are strictly contingent upon the execution of a fully signed Buy-Side Mandate agreement. Until such mandate is formally executed by all parties, no advisory, agency, or fiduciary relationship exists.

• KYC & Proof of Funds (POF): To comply with applicable legal regulations, anti-money laundering (AML) standards, and transaction protocols, the prospective Buyer must complete all standard Know Your Customer (KYC) verification procedures and provide verifiable Proof of Funds (POF) prior to receiving confidential target information, entering into negotiations, or submitting a formal offer.

• No Offer or Solicitations: Nothing herein constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation to purchase any security, asset, or business entity.

• Confidentiality & Non-Reliance: The information contained herein is confidential and intended solely for the recipient. No representation or warranty, express or implied, is made as to the accuracy or completeness of the information provided.