With a long-standing Swiss banking tradition, our team provides bespoke Private Banking services.
At CBH, our independent asset managers find a quality custodian bank well valued by their clients and a personalised support thanks to their dedicated wealth manager.
Moreover, as a bank of entrepreneurs, we consider that it is important for our clients to have a direct access to the management, which enables us to offer real tailor-made services and rapid decisions.

In order to better answer your needs, our team of specialists is available to offer them a wide range of services:

Investment Advisory

We offer you a direct access to our Experts to support you in your Investment decisions and in the construction of a customized portfolio.

For more information, please visit our Investment Advisory page.

Financial Planning

Adapted and innovative solutions in wealth planning, financial, fiscal engineering and corporate advisory

Brokerage & trading

We provide an efficient and transparent brokerage and trading services, with direct access to our Brokers.

Research

An access to our economic and financial research

Financial instruments offer

Our analysts produce recommendations on all the traditional asset classes (equities, bonds, currencies…)

Our experts are also available to support you in:

• The selection of tailor-made structured products and other alternative financial instruments
• The selection of third-party funds

We give you a privileged access to our in-house traditional and alternative funds, covering European, American and Asian markets.

Private Label Funds

We offer our clients our know how in the creation of funds. By working closely with you, we help you with the creation and the design of an adapted investment fund.

CBH Online

CBH Online is a secure e-Banking solution created especially for Independent Asset Managers. This web platform enables professionals to have easy access to their accounts, place securities and fiduciary orders.

For more information, you are welcome to contact our team of Experts inde-am [at] cbhbank [dot] com