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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 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

Advisory
Mandate
Advisory-Plus
Mandate
Discretionary Account Management Mandate
Compare mandates

Advisory Mandate is the right choice if you want tailored independent advice from our experts.

You retain full autonomy over your investments and portfolio at all times. You are responsible for building and monitoring your portfolio. Together, we will analyse and discuss the appropriate investment strategy for you. You decide when you want to consult with your personal client advisor. Our investment recommendations are always available for you to use.

Advisory-Plus Mandate is the right mandate for you if you are looking for independent investment advice and regular investment recommendations.

You are an active investor and take your investment decisions independently. Together, we will analyse and discuss the appropriate investment strategy for you. You may contact your personal client advisor directly whenever you need to. We monitor the investment and financial markets and make proactive investment recommendations to you. We regularly review your portfolio and the quality of your investments.

Discretionary Account Management Mandate is the right mandate for you if you do not want to spend your valuable time managing your assets.

You have clear investment goals or want regular investment reviews with your personal client advisor. We will analyse and address the right investment strategy for you and execute it professionally. We work independently of product providers and are free to choose investments using the best-in-class approach. We actively adapt your portfolio to current market conditions.

  Advisory
Mandate
Advisory-Plus
Mandate
Discretionary Account Management Mandate

Investment and custody account management including standard administrative tasks (redemptions, interest receipts and dividend payments, splits, name changes)

Advisory Mandate
Advisory-Plus Mandate
Discretionary Account Management Mandate

Trading and processing all standard stock exchange transactions, currency and precious metals transactions, money market funds and fiduciary time deposits

Advisory Mandate
Advisory-Plus Mandate
Discretionary Account Management Mandate

E-banking service for detailed information about your portfolio and all transactions and movements

Advisory Mandate
Advisory-Plus Mandate
Discretionary Account Management Mandate

Account management and other services including worldwide payments, credit cards, Maestro Card and Travel Cash Card

Advisory Mandate
Advisory-Plus Mandate
Discretionary Account Management Mandate

General market outlook
Investment compass

Advisory Mandate
Advisory-Plus Mandate
Discretionary Account Management Mandate

Information about financial investments – fact sheets, term sheets, product information

Advisory Mandate
Advisory-Plus Mandate
Discretionary Account Management Mandate

Personalised investment advice on specific securities

Advisory Mandate
Advisory-Plus Mandate

Investment ideas

Advisory Mandate
Advisory-Plus Mandate

Proactive monitoring and reinvestment suggestions on redemption or maturity

Advisory Mandate
Advisory-Plus Mandate

Investment proposals

Advisory Mandate
Advisory-Plus Mandate
Discretionary Account Management Mandate

Active monitoring of individual investments

Advisory-Plus Mandate
Discretionary Account Management Mandate

Active portfolio and strategy monitoring

Advisory-Plus Mandate
Discretionary Account Management Mandate

Personalised asset management

Discretionary Account Management Mandate

Cash management

Advisory-Plus Mandate
Discretionary Account Management Mandate

Portfolio review and analysis

Advisory Mandate
Advisory-Plus Mandate
Discretionary Account Management Mandate

Research and opinions produced by our financial analysts

Advisory Mandate
Advisory-Plus Mandate
Discretionary Account Management Mandate

 

 Scope of mandate      
 Additional services on request

Please take note of our legal disclaimer.
 
 

Pension advice and financial planning

Plan your retirement in advance


By preparing for your life after retirement early on, you will be able to maintain your usual standard of living without financial worries. Rising life expectancy makes planning all the more important. In the next few years, you will make decisions that will have a major impact on your financial situation. Some of those decisions will be irreversible. You should also investigate succession planning options. We can establish individual arrangements that reflect your personal wishes. It is only by actively using the options available that you can benefit from them. As Zurich’s oldest private bank, Rahn+Bodmer Co. will be happy to help you make these important financial decisions today.

Early identification of pension shortfalls


Experts at Rahn+Bodmer Co. will highlight any potential pension shortfalls and will work with you to design practical solutions to correct those shortfalls wherever possible. They will also assess whether early retirement or part-time work would be financially viable in the long term. Our professional experts will undertake a comprehensive review of your income, expenditure, projected asset growth and pension entitlements. Our experts will produce personalised documentation showing the potential consequences of various different scenarios. You will receive a personalised action plan to complement your financial plan.

Wealth succession

Lay down clear guidelines ahead of time


We do not just want to preserve your assets: we also want to ensure that they are passed on in accordance with your wishes. You and your family are the determining factor here. It is never too early to plan the future of your wealth. Current legislation allows you some leeway to express your personal wishes in property and inheritance arrangements. Inaction often has unintended results and far-reaching consequences. If you plan ahead for wealth succession you might also be able to avoid unnecessary taxation. Our inheritance advisors work with you to define a long-term succession plan. The experts will review the matrimonial property and inheritance law implications and produce all the necessary documents in accordance with formal and legal requirements. The best succession planning is based on a long-term financial strategy.

Tax advisory

Tax planning should be targeted and focused on the long term


The Swiss tax systems are complex and vary considerably. All investment advice, asset management, retirement advice, financial planning and wealth succession planning therefore require an in-depth understanding of tax law. The Rahn+Bodmer Co. tax advisors will identify solutions that are appropriate for your situation and present tailored tax planning options. Our experienced tax advisors will also be happy to take care of your personal tax declaration and produce all the documents required for tax purposes.

Investment advice and wealth management

Copyright © 2018 Rahn+Bodmer Co. All rights reserved. Site notice

Copyright © 2018
Rahn+Bodmer Co.
All rights reserved.
Site notice

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