Swiss Institutional Profiles

Explore private banks, fiduciaries, custodians, and asset managers curated for GCC and international investors.

Alpes Fiduciaire

fiduciary

Specialist fiduciary firm providing tax optimization, accounting, and regulatory compliance services for international HNW individuals establishing Swiss residency.

Min. AUM CHF 1M

ENFRDE
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Banque Léman & Cie

private bank

A venerable Geneva private bank founded in 1842, specializing in wealth preservation and multi-generational estate planning for UHNW families.

Min. AUM CHF 5M

ENFRARDE
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Genève Trust SA

fiduciary

Premier fiduciary and trust administration firm specializing in GCC family structures, foundations, and charitable vehicles.

Min. AUM CHF 10M

ENFRAR
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Helvetia Capital Partners

asset manager

Boutique asset management firm focused on alternative investments — private equity, venture capital, and direct co-investments.

Min. AUM CHF 2M

ENFRAR
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Impact Geneva SA

asset manager

Pioneer in impact investing and sustainable finance in Geneva. Manages thematic funds in clean energy, healthcare access, and education. Offers Zakat-optimized impact portfolios.

Min. AUM CHF 2M

ENFRAR
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Lac Léman Family Office

family office services

Multi-family office providing holistic wealth services for 30+ GCC families with combined AUM exceeding CHF 8 billion.

Min. AUM CHF 20M

ENFRARDE
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Lac Vert Family Office

family office services

Multi-family office serving ultra-high-net-worth GCC families with consolidated reporting, lifestyle management, and next-generation education programs.

Min. AUM CHF 20M

ENFRAR
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Montagne Private Bank

private bank

Geneva-based private bank with a dedicated GCC desk, offering bespoke credit solutions, Lombard lending, and structured products.

Min. AUM CHF 5M

ENFRARDE
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Rhône Custody AG

custodian

Independent custodian bank specializing in safekeeping of complex asset portfolios including physical precious metals and art collections.

Min. AUM CHF 1M

ENFRDE
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Rhône Wealth Management

private bank

Modern private bank combining Swiss tradition with innovative digital wealth management. Known for discretionary portfolio management with ESG integration, and a dedicated Islamic finance desk.

Min. AUM CHF 3M

ENFRAR
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Suisse Succession Partners

fiduciary

Boutique advisory firm specializing in cross-border succession planning between GCC countries and Switzerland. Handles waqf structuring and family governance.

Min. AUM CHF 3M

ENFRAR
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Zurich Custody AG

custodian

Independent custody and safekeeping specialist for institutional and private wealth. Provides segregated custody accounts, digital asset custody, and gold vault services.

Min. AUM CHF 1M

ENFRDE
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