Banco Itaú (Suisse) SA

Banco Itaú (Suisse) SA is a Swiss private banking entity of Itaú Unibanco Holding S.A., supervised by FINMA and operating under Swiss banking and securities dealer regulation. It serves high-net-worth individuals, families, family offices, and select corporate or trust structures with cross-border wealth management, typically centered on Latin American clients but open to international profiles. Services include discretionary and advisory portfolio management, custody and execution, multicurrency accounts (CHF, USD, EUR and others), fixed income and equities trading, funds and ETFs, structured products, foreign exchange, and Lombard lending against liquid collateral; day-to-day retail banking and mass-market payments are not a core focus. The bank applies Swiss KYC/AML standards and participates in international tax transparency regimes (CRS/FATCA), and it follows Swiss investor protection and conduct rules for suitability and appropriateness. Fee structures generally comprise custody and brokerage charges, foreign exchange spreads, and management or performance fees depending on the mandate; pricing is client-specific and not typically published, with high minimum relationship sizes common for private banking. Client assets are held under Swiss segregation rules; cash deposits are covered by the Swiss depositor protection scheme (esisuisse) up to the statutory limit per client and per bank, while securities are kept in custody accounts and are not covered by deposit insurance. Relationship management and reporting are available in Portuguese, Spanish, English, and French, with e-banking access provided for account information and instructions subject to the bank’s security procedures. Prospective clients should expect thorough onboarding, disclosure of tax residency, and documentation for source of wealth and funds, as well as cross-border service restrictions depending on domicile.