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Private clients

You want to protect and grow your assets? As Zurich’s oldest private bank, we help you do that. For over 260 years, our business has been focused on performance in the long run for

our clients. We provide independent advice with no conflicts of interest.

Our client advisors

Contact us

The client advisors at Rahn+Bodmer Co. are experts with extensive experience in providing investment advisory services and wealth management. They will be happy to answer all your questions.

Feel free to call or send us an e-mail.

Our advisory process

Beratungsprozess Bedarfsanalyse Analyse der finanziellen Situation Definition der Anlagestrategie und Umsetzung Dokumentation und Reporting

Our services

We offer four different mandates with various levels of support. You choose the mandate that suits you best in terms of how much input you would like from us and the amount of time you wish to spend managing your assets. Our client advisors will help you select the mandate that is right for you based on your financial situation, your goals and your risk tolerance.

Asset management mandate – We manage your assets holistically

Portfolio advisory mandate – We are at your side, ready to provide advice

Investment advisory mandate – You can count on our support

Execution only mandate – You decide, we execute

If you would like a detailed overview of the services included in each mandate, please call us or send us an e-mail. We look forward to hearing from you.

E-mail: info@rahnbodmer.ch
Telephone: +41 44 639 11 11

Investment advice and wealth management

Copyright © 2021 Rahn+Bodmer Co. All rights reserved. Site notice

Copyright © 2021
Rahn+Bodmer Co.
All rights reserved.
Site notice

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