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Global Advisory

Expert M&A and capital markets advice

Wealth Management Switzerland

Dedicated to helping individuals and families preserve and grow their wealth over the long term

Asset Management

Global investment solutions and services to institutional clients, financial intermediaries and independent financial advisers

Five Arrows

Our alternative assets arm, managing funds dedicated to private equity and private debt

About us

Over 200 years at the centre of the world's financial markets

Careers

A company of opportunity, entrepreneurialism and growth

Location & language

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Families

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For families shaping wealth across generations

Find out how we can help

Our expertise

Family wealth is built over time and shaped by long‑term thinking rather than short‑term considerations. Whether closely linked to a family business or held privately, our holistic approach to investing wealth aims to help safeguard what has been built and create the conditions for the next generation to grow.

Family governance and managing risk

For families with shared assets, deciding how to move forward matters just as much as deciding what to do. A well-defined governance framework helps set expectations, share information and define decision‑making roles as complexity grows across generations.

We work with families to identify key risks and establish practical governance structures that reflect their values and long-term objectives. By defining roles and responsibilities, we help create the conditions for effective succession planning and the gradual transition of ownership and decision-making over time.

When needed, we work closely with external experts to ensure that arrangements remain clear and aligned with the family’s long‑term intentions.

Explore our approach to family governance and risk

Structuring

Structuring ensures that your investments serve a clear purpose over time. We help you invest in the right assets by defining a disciplined strategic asset allocation that reflects your family’s objectives, time horizon and risk preferences.

Families today often face increasingly complex internationl wealth situations, requiring careful coordination across jurisdictions. We take a holistic view when organising investments across public and private markets, ensuring that portfolios, vehicles and ownership arrangements work together coherently and remain aligned with governance and long‑term planning decisions.

Learn how we structure wealth over time

Banking and financing

Families need banking that supports everyday management while remaining aligned with their broader wealth structure. We put in place appropriate account arrangements, access rights and digital tools to ensure your banking remains secure and easy to manage over time.

We also provide tailored financing solutions, including mortgages and Lombard loans secured against investment portfolios. These solutions are structured to support investment or real‑estate decisions while remaining consistent with your long‑term wealth strategy.

Discover our private banking solutions

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