F. van Lanschot Bankiers (Schweiz) AG

F. van Lanschot Bankiers (Schweiz) AG is a Swiss private banking entity associated with the Dutch wealth manager Van Lanschot Kempen, focusing on discretionary and advisory portfolio management, custody, and related wealth services for high-net-worth individuals, families, and entrepreneurs, particularly those with cross-border links to the Benelux. The offering centers on investment management using an open-architecture platform with access to in-house strategies from Kempen alongside third-party funds, complemented by services such as multicurrency accounts, execution services, and Lombard lending secured by investment portfolios; complex planning (tax, estate, or structuring) is typically arranged via group capabilities or external specialists. The bank operates under Swiss regulation and prudential supervision by FINMA, applies Swiss suitability and appropriateness rules, participates in the Swiss deposit insurance scheme for eligible deposits, and maintains client asset segregation under Swiss custody law; cross-border services are provided in line with Swiss and local market restrictions, and CRS/FATCA obligations apply where relevant. Pricing follows standard Swiss private banking conventions, with tiered management fees for mandates, custody charges, and transaction costs, and product-related inducements are handled according to Swiss transparency requirements and client agreements. Onboarding reflects Swiss KYC/AML standards, requiring documented source of wealth and country-of-residence checks, with minimums and acceptance varying by client profile and domicile; not all jurisdictions are served. Digital access typically covers portfolio reporting and instructions rather than full retail payments, and the setup is oriented toward long-term wealth management rather than day-to-day banking. The proposition suits clients seeking Swiss custody and investment management aligned with Van Lanschot Kempen’s investment process and Benelux heritage, while it is less oriented to execution-only trading or mass-market payment services.