We offer our institutional clients a personalised approach, adapted to their needs and objectives in the long term. As a family-owned bank, CBH keeps a long term perspective in everything it undertakes.

We offer you 2 differents wealth management solutions.

Investment mandates

We offer traditional and special mandates. Their common characteristics are:

• to offer a diversified asset allocation adapted to your needs,

• to follow a disciplined and transparent investment process and philosophy,

• to be the result of our in-house economic and financial research,

• to respect our rules of risk management, helped by important quantitative tools.

For more information, please visit our Investment mandates page

Investment advisory

If you are managing your portfolio yourself, we can support you with financial research and recommendations. You have a direct access to our specialists by asset classes who will help you in your investment decisions, and in the construction of a tailor-made balanced portfolio.

For more information, please visit our Investment advisory page

We also provide you with the following services:

Brokerage and trading

As a member of the Swiss exchange market, SIX Swiss Exchange, we have a direct connection to the stock exchange market SWX, Virt-X et Scoach. We execute your orders quickly and efficiently.

In order to deliver good quality execution services, we work with the best brokers, covering all the financial markets. Our specialists are all working at our headquarters in Geneva. We offer fast and efficient execution.

For more information, please visit our page Brokerage & Trading

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.

For more information, your are welcome to contact our Specialists institutionals [at] cbhbank [dot] com