A Wealth Office manages financial affairs for individuals, groups or institutions. It serves as a central hub that coordinates all activities – from planning (Plan.) and implementation (Find.) to ongoing oversight (Control.) – and consistently represents the client’s interests in dealings with banks and asset managers.

The typical services of a Wealth Office include wealth planning, selecting banks, asset managers or financial solutions, monitoring results and managing financial administration.

A Wealth Office makes sense for clients with assets of CHF 1 million or more. When multiple banks and different asset classes are involved, a Wealth Office provides significant added value.

Getting started with a Wealth Office is simple. Existing banking relationships are maintained, and a Wealth Officer consolidates your current portfolios and analyzes your financial situation. Any changes or new solutions are always discussed with you first.

The cost of a Wealth Office ranges from 0.1% to 0.65% per year, depending on the size of the client’s assets. The fee is charged separately to the client, ensuring the Wealth Office’s complete independence. At the same time, the overall cost of wealth management is significantly reduced, as numerous costs are eliminated and clients benefit from preferential terms with banks and asset managers.

You probably have many more questions but aren’t quite ready to sit down with a Wealth Officer. We’re here to provide answers.