Lienhardt & Partner Privatbank Zürich AG

Lienhardt & Partner Privatbank Zürich AG is a Swiss private bank headquartered in Zurich, operating under a Swiss banking license and supervised by FINMA, with client deposits protected by the esisuisse scheme up to CHF 100,000 per depositor. The bank focuses on traditional private banking services for individuals and families as well as selected corporate and institutional clients, offering multi-currency current and custody accounts, discretionary and advisory asset management mandates, access to funds and listed securities, foreign exchange, and standard payment services, alongside lending solutions that can include Lombard loans and Swiss residential mortgage financing. Account opening is subject to standard Swiss know-your-customer and anti–money laundering rules, tax compliance requirements, and cross‑border constraints; acceptance of clients from certain jurisdictions, including U.S. persons, may be limited. Investment solutions are typically tailored by mandate and risk profile, with portfolios managed against defined strategies and benchmarks; instruments used can include equities, bonds, funds, and structured products sourced from in‑house and third‑party providers, with custody and reporting consolidated at the bank. Pricing generally depends on mandate type, asset volume, and transaction activity, with an all‑in or modular schedule covering custody, management, and brokerage; detailed fee information is provided during onboarding. Digital access is available through e‑banking for account and portfolio viewing, payments, and basic instructions, while relationship management and advisory remain the primary service channels for portfolio construction and credit decisions. The bank publishes audited financial statements and adheres to Swiss capital and liquidity standards; as with other Swiss private banks, clients should consider counterparty risk, concentration risk in bespoke portfolios, product and currency risks, and the implications of Swiss and home‑country tax and reporting rules. This institution may suit clients seeking Switzerland‑based custody, advisory or discretionary management, and mortgage or Lombard lending within a regulated framework, provided that service scope, minimums, and cross‑border eligibility align with the client’s profile.