Investment advice that follows your life goals
Comprehensive and individual wealth management plans
Following our advice, we provide a customised plan that is based on your own personal life goals and values and incorporates every aspect of your combined wealth.
What matters to us
- 1 Individuality: We listen carefully and collaborate with you to create the right concepts for you to manage and optimise your wealth over the long term.
- 2 Dependability: We have 400 skilled experts on hand to share their expertise in every area of finance.
- 3 Sustainability: Sustainability is a central issue at every level. In the financial concepts we devise, the advice we give and the customer relationships we build.
Our services at a glance
We provide comprehensive advice on the administration and management of your combined wealth.
Individual wealth management plans
- We analyse and structure your combined wealth based on financial considerations and your own personal goals.
- Our comprehensive wealth concepts include both bankable and non-bankable assets.
- We work with you to develop customised solutions for organising, controlling and consolidating your assets.
Broad expertise
- Get exclusive access to our expert team for investments, financing and financial planning.
- Benefit from an extensive network of specialists both from within and outside Zürcher Kantonalbank.
- Our offer also includes tools for consolidating, reporting and controlling complex financial circumstances, such as global custody services.