Banking · Lesson 4 of 5

Private Banking & Wealth Management

Switzerland's world-class private banking ecosystem

Private Banking Overview

Switzerland manages approximately 25% of global cross-border private wealth, making it the world's leading offshore wealth management center. Geneva and Zurich are home to dozens of major private banks including UBS Wealth Management, Julius Baer, Pictet, and Lombard Odier.

Typical Entry Requirements

CHF 250kEntry threshold (some banks)
CHF 1M+Premium services
CHF 5M+Dedicated manager

Services Offered

  • Discretionary portfolio management
  • Advisory mandates (client retains control)
  • Estate planning and succession
  • Multi-jurisdictional tax coordination
  • Alternative investments (PE, hedge funds, art)
  • Fiduciary and trust structures

VOZ Private Banking Referral

Through VOZ's partner network, clients can access introductions to Geneva and Zurich private banks for assets over CHF 250,000. Contact VOZ Private Banking for a confidential introduction.

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