Rahn+Bodmer AG is a private bank providing wealth management and investment advisory services, together with related offerings such as estate planning, tax and pension advice, real estate financing and services for foundations and external asset managers.
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Wealth management for private clients and foundations, with personal support, independent portfolio management and transparent information on wealth development.
Investment advisory
Investment advisory for private clients and foundations, with competent and objective advice, as well as support with investment decisions.
Foundation advisory
Foundation advisory, wealth management and investment advisory for foundations, with comprehensive support and guidance on financial matters.
Support for external asset managers
Support for external asset managers, with oversight and mandate assignment, for a long-term partnership and support in the client relationship.
Estate planning & philanthropy
Estate planning and philanthropic advisory as part of private wealth planning, with a focus on wealth transfer and charitable engagement.