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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,194 companies indexed · Last updated: today
DirectoryFinance & InsuranceBanksZurichDZ PRIVATBANK (Schweiz) AG
DZ PRIVATBANK (Schweiz) AG Logo
Verified· 3 sources

DZ PRIVATBANK (Schweiz) AG

Summary

About the company

The company's core activity is the provision of financial services, particularly in the areas of private banking, asset management and structuring, corporate and private financing, as well as fund management and custody.

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Offering

Products & services

Industry:Banks
✓ Offered12
Wealth management
Cooperative wealth management with individual needs analysis, conservative to dynamic investment strategies, ongoing monitoring, risk management and professional reporting.
Wealth advisory
Independent investment advisory based on the Best-Select principle, individual portfolio supervision, the bank’s own assessment, securities specialists, as well as regular portfolio optimisation and international advisory.
Strategic wealth planning
Strategic wealth planning for business families and family groups, with analysis of personal, economic, tax and legal aspects and coordination of external experts.
Succession
Succession planning for inheritance, business sale and gifts, including fact-finding, goal definition, structuring options and implementation in collaboration with legal and tax advisors.
Fund services
Asset servicing for the entire fund life cycle with custodian, master KVG/AIFM services, transfer agent, register service, central administration services, reporting, risk management and distribution support.
Financings
Variable financings in euro and other currencies for private clients, owners, cross-border commuters and corporate clients, including securities collateral and flexible terms.
Family office services
Family office support with consulting, reporting, controlling and special services to coordinate wealth managers, service providers and administrative tasks.
Swiss investment solutions
Wealth solutions with access to the Swiss financial centre, international diversification, portfolio management in Zurich, and the product concepts swiss gold plus, world gold plus and swiss innovation plus.
Private banking financing
Flexible, purpose-unrestricted financing for private banking clients with securities collateral, for raising liquidity, for private projects or additional securities purchases.
Investing sustainably
Sustainable money investments based on ESG criteria, with a broad range of sustainable investments, strict sustainability criteria, thematic wealth management and disclosures.
Foundation
Foundation consulting, foundation administration and wealth management for foundations, including foundation strategy, support for recognition, bookkeeping, reporting and investment guidelines.
Business clients
Integrated advisory for business clients, combining corporate client business and private banking, wealth management, succession, real estate advisory and foundation advisory.
Press

Media

April 21, 2026Media
Harassment-Vorwürfe bei deutscher Vorzeigebank
insideparadeplatz.ch
March 26, 2026Media
DZ Privatbank stärkt Verwaltungsrat mit Digitalexpertise
finews.ch
September 22, 2023Media
DZ Privatbank Schweiz zieht ins noble Seefeld
finews.ch
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Location

Bellerivestrasse 36
8008 Zurich

At a glance

Legal form
Corporation
UID
CHE-101.509.212
Founded
1960 · 66 years
Last commercial register change
September 18, 2026
Employees
101 to 500

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