Zurich
Professionals serving the Zurich trophy-asset market: private banking, family office structuring, and legal advisory for UHNW clients and family offices in Switzerland's wealth management capital.
Zurich Professionals
Legal
Bär & Karrer
Swiss law firm with a leading private wealth practice. Advises UHNW families on estate planning, trusts, foundations, and art-related legal matters with an international reach.
Homburger
Zurich-based Swiss business law firm with a private wealth law practice consistently ranked by Chambers High Net Worth
Lenz & Staehelin
Switzerland's largest law firm with a substantial private client practice. Expertise in international trust and estate planning, asset protection, and family business succession.
Niederer Kraft Frey
Leading Swiss private client and trust law firm. Specialist in international estate planning, family office structures, and multi-jurisdictional wealth planning for UHNW families.
Schellenberg Wittmer
Swiss law firm with a dedicated private wealth group. Advises international families on relocation, estate planning, trusts, and cross-border tax matters.
Private Banking
EFG International
Zurich-headquartered private bank with CHF 152 billion in client assets. CRO-driven advisory model with particular strength in UK, continental Europe, and Latin America client markets.
Julius Baer
Pure-play Swiss private bank founded in 1890. CHF 474 billion in client assets, focused exclusively on wealth management for UHNW individuals and family offices.
Lombard Odier
Partner-owned Swiss private bank, founded 1796. CHF 304 billion in assets with particular depth in sustainable investing and multi-family office services.
Maerki Baumann
Independent, family-owned Zurich private bank founded in 1932, known for combining traditional wealth management with an early move into digital assets
Pictet
Partner-owned Swiss private bank founded in 1805. CHF 694 billion in assets, with specialised expertise in family office services, alternatives, and cross-border wealth structuring.
UBS Global Wealth Management
The world's largest wealth manager. Zurich-headquartered, serving UHNW and family office clients across 50+ countries with CHF 3.9 trillion in invested assets globally.
Vontobel
Zurich-based investment-led private bank with CHF 210 billion in client assets. Specialist in discretionary portfolio management and structured products for UHNW clients.