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DirectoryFinance & InsuranceFinancial ServicesGenevaBanque Bonhôte & Cie SA, Succursale de Genève
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Banque Bonhôte & Cie SA, Succursale de Genève

Summary

About the company

Banque Bonhôte & Cie SA, Succursale de Genève provides private banking services including wealth management and advisory mandates. Its services include discretionary portfolio management, advisory mandates, estate and tax planning, multibank consolidation, family office and real estate services, and financing and M&A advisory.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered10
Wealth management
Wealth management for private clients, with discretionary management mandates, investment advice, tailor-made strategies, portfolio monitoring and taking into account tax and estate-related aspects.
Discretionary management mandates
Delegated management mandates with tailor-made solutions, portfolio allocation, dynamic management, Mandats Classic and specific mandates for income, Switzerland, pension or impact.
Advisory mandate
Personalised advice in wealth management, with selection of investments in dialogue with the adviser, taking into account the family, professional, tax and estate situation.
Wealth planning
Advice to develop, protect and pass on assets, with tax analyses, provision for retirement, retirement planning, succession and asset protection in the event of incapacity.
Family office services
Comprehensive management and administration of family wealth, structuring of assets, coordination of real estate and businesses, consolidation of holdings, archiving and monitoring of mandates.
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Location

Boulevard du Théâtre 12
1204 Geneva
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-454.685.317
Founded
2014 · 12 years
Last commercial register change
March 11, 2014
Employees
1 to 10

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