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DirectoryFinance & InsuranceFinancial ServicesLausanneBanque Bonhôte & Cie SA
Banque Bonhôte & Cie SA Logo
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Banque Bonhôte & Cie SA

Summary

About the company

Banque Bonhôte & Cie SA is a private bank offering wealth management, discretionary management mandates and advisory mandates. The bank also provides wealth and tax planning, family‑office services, multibank consolidation, real estate services, financing and M&A advisory, and manages investment funds including ESG-labelled funds.

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Offering

Products & services

Industry:Financial Services
✓ Offered8
Discretionary asset management mandates
Tailored discretionary asset management mandates, covering tax optimisation, income generation, strategies in Switzerland and active portfolio management.
Advisory mandate
Personalised wealth management advice, taking into account your family, professional, tax and succession situation, with the option to delegate mandates or act jointly with the advisor.
Wealth planning
Advice to develop, protect and transfer wealth, with tax analysis, provision planning, retirement, succession and protection in case of incapacity.
Family office services
Comprehensive management and administration of family wealth, structuring of assets, support for real estate and entrepreneurial activities, multi-asset consolidation and information archiving.
Multibank consolidation services
Consolidation of assets held across several banks, with tailor-made reports, strategy monitoring, monitoring of mandates and centralised information.
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Press

Media

January 29, 2024Media
Nicolas Bader und Olivier Christen neu bei Bank Bonhôte | People | Aktuell
investrends.ch

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Location

Hier entsteht die Karte
Rue du Grand-Chêne 5
1003 Lausanne
Opening hours
Mon
09:00 - 12:00, 14:00 - 16:30
Tue
09:00 - 12:00, 14:00 - 16:30
Wed
09:00 - 12:00, 14:00 - 16:30
Thu
09:00 - 12:00, 14:00 - 16:30
Fri
09:00 - 12:00, 14:00 - 16:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Branch
UID
CHE-166.820.750
Founded
2016 · 10 years
Last commercial register change
December 8, 2017
Employees
11 to 20

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