Our services

Our services

We are small enough to be personal, and big enough to give you access to the world
investing
Investing
Bespoke v Off-the-rack
We do not offer ready-made solutions. Your wants, needs and desires are unique, and our advisors understand this. We have no vested interest in restricting your choices. In fact, we collaborate with trusted partners to complement our service offering and provide you with only the very best options available. Volatile markets require individual investment solutions. You can choose to determine the underlying strategy with us and then leave the work of managing your assets to our experts. We manage your assets across all banks that hold them. If you prefer to actively manage your assets, we will provide you with professional advice.

• Discretionary portfolios
Investment advisory service
• Alternative investment
Sustainable and Impact investing
Banking
Peace of mind
There was a time when people regarded their banker as almost a friend. We have no interest in crossing personal red lines, but from day one we do look to lay the foundations, build, and maintain a close, trusting and confidential relationship with all our clients. Hence your banking transactions should be effortless and easy. Whether that is through a securities, cash, multi-currency or custody account.

• Multi-custody incl. 3rd party banks
• Multi-currency cash accounts
• Deposits
Banking
Lending
Lending
A helping hand
Whether you are seeking custom-made financing for your cherished personal project, or simply looking for support to get a new venture up and running, we are here to help. We know and understand our clients, and that, in turn, allows us to provide advice and services adapted exactly to their individual needs. We provide you with efficient access to liquidity to fund your ambitions. That includes not just capital but also advice and support, from analysing your project to finding the right financing solution for you; from lending against your portfolio to financing your real assets.

• Loans against investment portfolios
• Single stock and illiquid collateral
• Residential and commercial mortgages
Planning
Protecting and nurturing what really matters to you.
Your comprehensive investment profile will allow us to suggest the solutions best suited to your requirements. You may want to be hands-on in terms of the day-to-day management of your wealth, or you may wish to leave all the work to us. Whatever you want, your personal advisor will propose a mandate that fully satisfies your needs. Good planning is vital, but does not have to be complicated. We support you across the financial planning lifecycle, from the assessment of your current position to succession.

• Financial planning
• Succession and pension
• Structuring
• Philanthropy
• Corporate advisory
Planning



André Del Piero, Market Head Switzerland Domestic
At Quintet, we partner with our clients and their families, accompanying them holistically through the different stages of their lives and across generations.



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Sustainability matters

At Quintet we are changing the way we invest, and what we invest in, so together we can change the world for the better. We follow a sustainable approach that will only seek to expand on your investment opportunities, not reduce them.
 

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Insights

Here you will find stories that inspire and inform. Access the latest investment views and financial market insights. News from the world of Quintet and about the topics that matter.

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Strategic Asset Allocation

Learn more about our approach for a sustainable, long-term portfolio strategy.

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