Matters of Record — Switzerland
Switzerland: Tax regime & Residency pathway
Kantonale Steuerautonomie; Lump-Sum-Pauschalbesteuerung für Vermögende möglich.
Cities — Genève
Genève, Switzerland
A city description is being prepared.
Offices & Counsel
Private Banks
5 curated entries
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Lombard Odier Featured
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Pictet Group FeaturedGeneva-based private bank founded 1805, family-owned partnership, around EUR 700 bn AuM. Pure-play wealth and asset management, no investment banking. FINMA-regulated.
Common questions
Before you write.
What is the typical minimum threshold?
Most private banks here require EUR 1–5 million in investable assets; boutique houses are sometimes flexible for entrepreneurial profiles.
Are foreign-residents accepted as clients?
Yes, with proper onboarding (CRS, source-of-funds documentation). Some banks specialise in non-resident wealth structures.
Is the bank secrecy still meaningful?
Bank secrecy in the classic sense ended with CRS; what remains is regulatory discretion and a strong professional confidentiality culture.
Are cryptocurrencies handled?
Yes, several banks here have established crypto desks or partnerships with regulated digital-asset custodians.
Begin a conversation.
A city is a beginning. The arrangements belong to a conversation.