Comprehensive and individual wealth management plans
Following our advice, we provide a customised plan that is based on your own personal life goals and values and incorporates every aspect of your combined wealth.
Investment advice that follows your life goals
What matters to us
- 1 Individuality: We listen carefully and collaborate with you to create the right concepts for you to manage and optimise your wealth over the long term.
- 2 Dependability: We have 400 skilled experts on hand to share their expertise in every area of finance.
- 3 Sustainability: Sustainability is a central issue at every level. In the financial concepts we devise, the advice we give and the customer relationships we build.
Our services at a glance
We provide comprehensive advice on the administration and management of your combined wealth.
Individual wealth management plans
- We analyse and structure your combined wealth based on financial considerations and your own personal goals.
- Our comprehensive wealth concepts include both bankable and non-bankable assets.
- We work with you to develop customised solutions for organising, controlling and consolidating your assets.
Broad expertise
- Get exclusive access to our expert team for investments, financing and financial planning.
- Benefit from an extensive network of specialists both from within and outside Zürcher Kantonalbank.
- Our offer also includes tools for consolidating, reporting and controlling complex financial circumstances, such as global custody services.