Profile: Established Swiss private bank offering a broader product range than a traditional wealth-management boutique.

Indicative Metrics

• Assets under Management: approximately CHF 1.5–2.5 billion
• Total Assets: approximately CHF 300–600 million
• Employees: approximately 70–110
• Annual Operating Income: approximately CHF 15–30 million
• Profitability: currently around break-even to a low positive profit
• Capitalization: comfortably above regulatory requirements

Business Model: Combination of private banking, discretionary wealth management, securities trading, fixed-income expertise, Lombard lending, and selected trade finance activities, creating diversified revenue streams beyond traditional wealth management fees.

Client Base: Private and institutional clients focused primarily on Europe, alongside selected international entrepreneurs and trade-related clients. Client assets are diversified across multiple currencies and jurisdictions.

Investment Case: Attractive for a strategic acquirer seeking not only a Swiss banking license but also trading, lending, and transaction capabilities. The platform offers considerable upside through scaling, cost optimization, greater utilization of existing infrastructure, and the addition of new client assets.

Swiss Banking Market Overview

The Swiss private banking sector continues to evolve toward diversified service offerings that combine traditional wealth management with lending, capital markets, and transaction banking. Rising interest rates have strengthened net interest margins, while increasing regulatory costs are encouraging industry consolidation. Banks with multiple recurring revenue streams and established trading capabilities are well positioned to benefit from economies of scale and growing demand from entrepreneurial and internationally active clients.