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DirectoryFinance & InsuranceBanksBaselTrafina Privatbank AG
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Trafina Privatbank AG

Summary

About the company

Trafina Privatbank AG is a private bank with banking status that provides personalized wealth management and financial advisory services. Its services include investment strategy advice, discretionary asset management for pension funds, foundations and private clients, investment advice, financial planning (pension, inheritance, succession, taxes), consolidation of assets across banks and financing such as mortgages and Lombard loans.

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Asset management
Asset management for private individuals, pension funds and foundations; individual investment strategies, ongoing administration and regular reporting across multiple banking relationships.
Investment advisory
Investment advisory with individual advice, a systematic investment process and selection of investment products based on quality, independence and cost management.
Wealth strategy consulting
Wealth strategy consulting for developing and adjusting tailored investment strategies according to the individual needs and expectations of clients.
Financial planning
Financial planning for retirement provision, inheritance, succession and taxes; tailored to the personal financial situation and life circumstances.
Financing solutions
Financing with mortgages and Lombard loans; complements wealth and investment advisory with classic bank loans.

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Location

Rennweg 50
4052 Basel

At a glance

Legal form
Corporation
UID
CHE-107.913.652
Founded
1947 · 79 years
Last commercial register change
January 16, 2026
Employees
11 to 20

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