Banque Bonhôte wealth management

Banque Bonhôte offers personalized wealth management and sustainable investment solutions. With a commitment to responsible finance, they provide tailored strategies for diverse client needs. Their expertise spans various financial services, ensuring clients receive comprehensive support in managing their wealth. From investment funds focused on sustainability to family office services, Banque Bonhôte is dedicated to fostering…

Banque Bonhôte: Personalized Wealth Management and Sustainable Investment Solutions

Discover Banque Bonhôte: Your Trusted Private Bank

Banque Bonhôte stands as a distinguished banque privée, deeply rooted in heritage and committed to offering personalized wealth management solutions. With a focus on gestion de fortune and investissements durables, this private bank crafts tailored financial strategies that resonate with each client’s unique journey. From family office services to strategic placements financiers, Bonhôte combines tradition with innovation, ensuring clients feel supported every step of the way.

Main Benefits of Choosing Banque Bonhôte

What sets Banque Bonhôte apart? Here’s a quick snapshot:

  • B Corp score of 91.7, reflecting strong commitment to responsibility and sustainability
  • Comprehensive range of services including advisory mandates, discretionary management, and tax and estate planning
  • Expertise in multi-banking consolidation and real estate services
  • Specialized investment funds such as Swiss Gold Bars ESG and Megatrend Equity ESG
  • Personalized financial planning and foresight tailored to individual life stages

Tailored Wealth Management Solutions

Banque Bonhôte offers a variety of management mandates designed to meet diverse client needs. Whether it’s the Classic mandate for traditional investors or the Impact mandate for those prioritizing sustainable investments, clients can choose from pension, distribution, Switzerland-specific, or Select mandates. This flexibility ensures that every portfolio aligns perfectly with personal goals and values.

Investment Funds with a Sustainable Edge

The bank’s investment funds portfolio is as dynamic as it is responsible. From Bonhôte-Immobilier SICAV focusing on real estate to Global Bonds ESG emphasizing environmental, social, and governance criteria, these funds reflect a commitment to sustainable growth. The Bonhôte Impact fund, in particular, channels investments into projects that generate positive social and environmental outcomes—because investing isn’t just about returns, it’s about making a difference.

Comprehensive Services for Every Financial Need

Beyond investment management, Banque Bonhôte provides a full suite of financial services. Clients benefit from expert advice on financing, mergers and acquisitions, and multi-banking consolidation services that simplify complex financial landscapes. The family office services further enhance the bank’s ability to manage wealth across generations, ensuring continuity and peace of mind.

Banque Bonhôte’s Impact on Sustainable Development Goals

  • SDG 8: Decent Work and Economic Growth – fostering responsible financial growth
  • SDG 9: Industry, Innovation, and Infrastructure – supporting innovative investment solutions
  • SDG 12: Responsible Consumption and Production – promoting sustainable investment practices
  • SDG 13: Climate Action – integrating ESG criteria in investment decisions
  • SDG 17: Partnerships for the Goals – collaborating with clients and stakeholders for shared impact

Connect with Experts Who Understand Your Needs

At Banque Bonhôte, clients aren’t just numbers—they’re partners. With a team of dedicated wealth managers and certified tax experts, including Benoît Cuche and Mélanie Erb-Zimet, the bank ensures personalized attention and expert guidance. Whether it’s navigating complex tax landscapes or crafting bespoke investment strategies, these professionals are ready to assist. Reach out and experience a banking relationship that’s truly about you.

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