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retail banca· Switzerland

Gonet & Cie SA

Gonet & Cie SA is a Swiss private bank headquartered in Geneva, with origins dating back to 1845, focused on wealth management and investment services for private clients, family offices, and selected institutions. The bank operates under a Swiss banking license and is supervised by FINMA; eligible client deposits are …

Valutazione
4.10
0 recensioni
SWIFT / BIC
Sede
CH

Informazioni Gonet & Cie SA

Gonet & Cie SA is a Swiss private bank headquartered in Geneva, with origins dating back to 1845, focused on wealth management and investment services for private clients, family offices, and selected institutions. The bank operates under a Swiss banking license and is supervised by FINMA; eligible client deposits are covered by the Swiss deposit insurance scheme (esisuisse) up to statutory limits. Services typically include discretionary and advisory portfolio management, custody and execution across multiple asset classes, multi-currency accounts, and secured lending such as Lombard loans, alongside support for reporting under regimes like CRS and FATCA for relevant clients. Product shelves mix third‑party instruments and in‑house solutions; distribution of proprietary products and receipt of retrocessions can create conflicts of interest that are mitigated through disclosure and client consent under Swiss rules (FinSA/LSFin). Client access is centered on relationship managers and remote channels (e‑banking/mobile), with documentation and suitability or appropriateness assessments aligned to the selected mandate and the client’s domicile. Pricing follows standard private‑bank formats combining management or advisory fees with custody and transaction charges; minimum account sizes are generally high by retail standards and depend on mandate type and booking center. As with other Swiss private banks, cross‑border services are restricted by local regulations, and onboarding, product availability, and lending are subject to eligibility, risk profile, and collateral. Prospective clients should review fee schedules, mandate terms, and the bank’s conflict‑of‑interest policy, and confirm current service availability in their jurisdiction before proceeding.

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