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retail bank· Switzerland

Dreyfus Söhne & Cie. Aktiengesellschaft, Banquiers

Dreyfus Söhne & Cie. Aktiengesellschaft, Banquiers is a Swiss private bank headquartered in Basel that focuses on wealth management and private banking for high-net-worth individuals, families, entrepreneurs, and select institutions. The bank offers discretionary and advisory portfolio management, multi-currency accoun…

Ocena
4.10
0 opinii
SWIFT / BIC
Siedziba
CH

O Dreyfus Söhne & Cie. Aktiengesellschaft, Banquiers

Dreyfus Söhne & Cie. Aktiengesellschaft, Banquiers is a Swiss private bank headquartered in Basel that focuses on wealth management and private banking for high-net-worth individuals, families, entrepreneurs, and select institutions. The bank offers discretionary and advisory portfolio management, multi-currency accounts, securities custody and safekeeping, execution in equities, bonds, funds, foreign exchange, and precious metals, as well as credit solutions such as Lombard loans secured by investment portfolios; mortgage lending may be available subject to collateral and eligibility. It operates under Swiss supervision (FINMA), applies the requirements of the Financial Services Act (FinSA) and Financial Institutions Act (FinIA), participates in the esisuisse deposit insurance scheme for eligible cash deposits up to CHF 100,000 per client per legal entity, and holds client assets in segregated custody accounts as provided by Swiss law. Investment solutions generally follow an open-architecture model that blends in-house views with external funds and structured products, with the option to incorporate sustainability and ESG preferences where requested. Clients typically engage through a dedicated relationship manager supported by investment specialists and trading desks, with e-banking and mobile channels available for account access and instructions subject to security procedures and cross-border limitations. Services for clients domiciled outside Switzerland are provided only where permitted and may vary by jurisdiction; prospective clients should confirm eligibility and any booking-center constraints. Pricing commonly includes management or advisory fees, custody charges, transaction commissions, and, where applicable, performance fees; total costs depend on mandate type, asset mix, and trading frequency, and a detailed tariff and ex-ante cost disclosure should be reviewed before onboarding. Account opening requires full KYC/AML documentation, source-of-funds evidence, and a suitability and risk assessment, and minimum relationship sizes may apply. The proposition fits clients who want a traditional Swiss private banking relationship with tailored portfolios, custody and execution in Swiss and international markets, and collateralized credit against pledged assets, whereas investors focused on ultra-low-cost passive-only solutions or fully self-directed trading may find the model less aligned with their priorities.

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