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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.
Multi-bank wealth consolidation services
Consolidation of all assets held across different banks, with customisable reports, strategy monitoring, information archiving and a consolidated view of wealth.
Real estate services
Real estate advice for buying, selling, financing and monitoring properties, with estimates, valuation opinions, hedonic valuations, portfolio management and support in the context of succession.
Financing advisory
Advice and structuring of mortgage and business financing, with choice of interest rates, amortisation, advances on securities, senior loans, mezzanine solutions and Lombard credits.
Mergers and acquisitions for companies
Support for company acquisition, sale or transfer projects, with consulting partners, valuation, due diligence and advice on structuring.
Investment funds
Diversified investment funds for specific investment objectives, with thematic solutions and portfolios, including Swiss Equity Momentum, Swiss Gold Bars ESG, Megatrend Equity ESG, Bonhôte Impact and Global Bonds ESG.
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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
2009 · 17 years
Last commercial register change
March 11, 2014
Employees
1 to 10

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