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.