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DirectoryFinance & InsuranceFinancial ServicesBaselDreyfus Söhne & Cie. Mandata AG
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Dreyfus Söhne & Cie. Mandata AG

Summary

About the company

Dreyfus Söhne & Cie. Mandata AG is a private bank offering wealth management and asset-management services, investment products, e-banking access and a secure digital document storage service (DataSafe).

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Offering

Products & services

Industry:Financial Services
✓ Offered6
Investment solutions
Investment strategy, investment process and wealth management for long-term wealth building; including risk management, direct investments, strategic asset allocation and proprietary investment funds.
Pension and estate planning
Vested benefits, over-mandatory occupational pension provision, Pillar 3a as well as estate planning with wills, inheritance contracts, gifts and executorships.
Family Office
Wealth management for single and multi family offices, including structuring with trusts, foundations, life insurance, investment advice, discretionary wealth management and financing.
Banking services
Account management, payment transactions, securities settlement, credit solutions and tax matters; including e-banking, mortgages, Lombard loans and tax filings for Switzerland and abroad.
Services for external wealth managers
Custody bank services for external wealth managers with points of contact, fee schedules, tax reports, account and custody statements, e-banking, interfaces and file transfer.
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Location

Aeschenvorstadt 16
4051 Basel

At a glance

Legal form
Corporation
UID
CHE-103.202.322
Founded
1976 · 50 years
Last commercial register change
August 10, 2026
Employees
11 to 20

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