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retail banco· Switzerland

Privatbank IHAG Zürich AG

Privatbank IHAG Zürich AG is a Swiss private bank based in Zurich and part of IHAG Holding. It focuses on wealth management and private banking for high-net-worth individuals, families, and entrepreneurs, offering discretionary and advisory mandates, execution-only brokerage, multi-currency accounts, custody and safeke…

Valoración
4.10
0 opiniones
SWIFT / BIC
Sede
CH

Sobre Privatbank IHAG Zürich AG

Privatbank IHAG Zürich AG is a Swiss private bank based in Zurich and part of IHAG Holding. It focuses on wealth management and private banking for high-net-worth individuals, families, and entrepreneurs, offering discretionary and advisory mandates, execution-only brokerage, multi-currency accounts, custody and safekeeping of assets, foreign exchange and precious metals trading, and secured lending such as Lombard loans. Its investment offering follows an open-architecture approach covering equities, fixed income, funds, and structured products, with assets booked in Switzerland. The institution is supervised by the Swiss Financial Market Supervisory Authority (FINMA), and eligible deposits are protected by the Swiss deposit insurance scheme (esisuisse) up to CHF 100,000 per client. Cross-border services are restricted by local regulations, so product and service availability depends on client domicile and profile. Account opening is subject to Swiss know-your-customer and anti–money laundering requirements as well as tax documentation under international regimes such as CRS and FATCA. Pricing generally consists of management or advisory fees alongside custody and transaction charges, and private banking relationship minimums apply. Digital channels provide account information and instructions, with functionality aligned to the selected mandate. The bank publishes annual reports detailing financials, risk management, and governance, which prospective clients can review together with contractual terms before onboarding.

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