Rahn+Bodmer Co.

Rahn+Bodmer Co. is a Swiss private bank based in Zurich and founded in 1750. It operates as a partnership with personally liable partners and is supervised by FINMA. The bank focuses on wealth management and investment advisory for high-net-worth individuals and families, providing discretionary and advisory mandates, global custody and brokerage, and secured credit solutions such as Lombard lending; mortgage financing may be available to eligible private clients. Its offering covers multi-asset portfolios across equities, fixed income, funds and structured products, with access to third-party managers alongside in-house selection. Accounts are typically multi-currency, and the bank provides e-banking and mobile channels with two-factor authentication, secure messaging and electronic document delivery. Tax reporting support for selected jurisdictions and services related to estate and succession planning can be arranged. Client deposits are protected by the Swiss deposit insurance scheme (esisuisse) up to CHF 100,000 per client; custody assets are held separately from the bank’s balance sheet under Swiss segregation rules. The firm does not carry public credit ratings; as a privately held partnership it publishes audited financial statements and other disclosures in its annual report. Fees generally follow a private-banking model comprising management and, where applicable, performance fees, plus custody and transaction charges; minimum asset requirements and cross-border availability depend on client domicile and regulatory constraints. Onboarding involves standard due-diligence on identity, residence and source of funds. The bank concentrates on private banking rather than mass-market retail or investment banking activities. Current terms, service descriptions and regulatory information are available from the bank directly.