Kaleido Privatbank AG

Kaleido Privatbank AG is a Swiss private bank supervised by FINMA and subject to the Swiss Financial Services Act (FinSA) and Financial Institutions Act (FinIA), offering wealth management, investment advisory, and execution-only services to private clients, family offices, and entrepreneurs. Its core offering typically includes discretionary and advisory portfolio mandates, multi-currency accounts, securities custody, and trading in equities, bonds, funds, ETFs, structured products, and foreign exchange; Lombard lending and other collateralized credit solutions may be available to eligible clients, and mortgage or corporate advisory services can be offered on a case-by-case basis. The bank provides relationship-led service complemented by e-banking for account and portfolio access, secure communications, and transaction instructions, but it is not positioned as a mass-market retail provider. Fees generally comprise management and/or advisory charges, custody fees, and transaction costs (and, where agreed, performance fees); minimum investment thresholds and pricing are set out in client agreements and are available on request. Client assets are held in custody under Swiss law, with recognized sub-custodians used for foreign instruments where needed; best-execution, suitability, and risk-disclosure requirements apply. Cross-border services are restricted by local regulations, and onboarding is subject to full KYC/AML documentation, source-of-funds verification, and tax compliance; tax reporting support (e.g., statements aligned to Swiss standards and CRS reporting) is provided within the applicable legal framework. Eligible deposit balances are protected by Swiss depositor protection (esisuisse) up to CHF 100,000 per client per bank; securities held in custody are segregated and not part of the bank’s estate in the event of bankruptcy. Prospective clients should assess mandate terms, fee schedules, minimums, eligible product lists, lending collateral requirements, and any conflicts of interest or retrocession policies disclosed by the bank, as well as market, credit, liquidity, and currency risks inherent in the selected strategy.