CBH
Family-owned Swiss private bank founded in 1975 and headquartered in Geneva, providing bespoke wealth management, investment management, family office, and banking solutions to high-net-worth individuals, family offices, and institutional clients across seven jurisdictions.
- Company typePrivate
- Founded1975
- HeadquartersGeneva, Switzerland
- Headcount251–500
- GTM typeB2B and B2C
- OfferingServices
What CBH does
CBH Compagnie Bancaire Helvétique SA is a family-owned Swiss private bank headquartered in Geneva, founded in 1975 and operating under FINMA regulation with a BBB/A-2 S&P credit rating (Tier 1 ratio 35.8%, consolidated shareholder equity CHF 493 million at year-end 2025). The Group delivers bespoke wealth management, investment management, family office, and banking solutions to high-net-worth private clients, family offices, and institutional clients (pension funds, endowments, foundations), organized around four service pillars: Wealth Management, Investment Management, Family Office Solutions, and Banking Solutions. Its product set spans investment advisory, discretionary and advisory portfolio management, market access, asset management on CHF 18.4 billion in AUM, trading and execution, credit solutions, wealth planning, private office services, private investments, corporate advisory, payment cards, card issuing, and account management, with digital access via the CBH Online portal and a CBH Mobile Banking app on iOS and Android.
The Group generated CHF 173.5 million in revenue and CHF 37.9 million in net income in FY2025 (+4.7% YoY) on a fee-led business model anchored in asset-management and advisory fees, supplemented by transaction and professional-services income. Distribution is entirely relationship-manager-led through 10 offices across seven jurisdictions (Switzerland, Bahamas, Brazil, Hong Kong, Israel, Luxembourg, United Kingdom) with four booking centers; the Brazilian operation runs via subsidiaries 1618 Investimentos and 1618 Investment Funds. The GTM motion is a hybrid segmentation across private, family-office, and institutional segments, supported by thought-leadership content (Quarterly Insights, Focus reports, Annual Report) and brand sponsorships (notably a three-year NSN Cycling Team partnership announced June 9, 2026). Technology is treated as a delivery channel rather than a differentiator: there is no disclosed proprietary AI/ML capability, no public API, and no disclosed data flywheel, leaving the model reliant on bespoke human advisory rather than technology-led scale.
Leadership comprises Philippe Cordonier and Simon Benhamou, both listed as Chief Executive Officer, indicating a joint or co-CEO structure typical of family-owned Swiss private banks. Customer concentration is by segment rather than by named logo, with no enterprise anchor accounts disclosed. The bank's competitive position rests on Swiss regulatory credibility, multi-generational heritage, and cross-border banking access rather than technology, scale, or price-based differentiation.
CBH firmographics
Firmographics- Name
- CBH
- Legal name
- CBH Compagnie Bancaire Helvétique SA
- Website
- https://cbhbank.com
- Company type
- Private
- Founded year
- 1975
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- Family-owned Swiss private bank founded in 1975 and headquartered in Geneva, providing bespoke wealth management, investment management, family office, and banking solutions to high-net-worth individuals, family offices, and institutional clients across seven jurisdictions.
- Ownership category
- akta.pro rank
CBH industry classification
Industry- Product category
- Private Banking
- NAICS
- Depository Credit Intermediation (5221)
- SIC
- National Commercial Banks (6021)
- akta.pro primary industry
- High-Net-Worth (HNW) Private Banking (FSABADAB)
- akta.pro secondary industries
- Onshore Private Banking (Domestic HNW/UHNW) (FSAAABAA), Affluent / Mass-Affluent Private Banking (FSABADAC)
Keywords
Where CBH is headquartered
LocationHeadquarters
- HQ city
- Geneva
- HQ country
- Switzerland
- HQ region
- Europe
Offices7 records
Markets served
CBH business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Infrastructure, Marketing or Sales, Technology or R&D, Others
Revenue model
- Asset Management and Advisory Fees: Revenue generated from managing CHF 18.4 billion in assets under management, including advisory fees, portfolio management fees, and performance-related income from investment management services.
- Banking Services: Revenue from daily banking, account management, payment cards, and transaction processing services for private and institutional clients.
- Wealth Planning and Family Office Solutions: Fees from bespoke wealth planning, succession planning, corporate advisory, and private office services for high-net-worth families.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
CBH product offering
Product offeringCore offering
CBH Compagnie Bancaire Helvétique is a family-owned Swiss private bank offering comprehensive wealth management, investment management, family office solutions, and banking solutions to private and institutional clients. The bank manages CHF 18.4 billion in assets under management through dedicated relationship managers based in Switzerland, Bahamas, Brazil, Hong Kong, Israel, Luxembourg, and the United Kingdom, with digital channels including the CBH Online portal and a mobile banking app.
Product overview
CBH Compagnie Bancaire Helvétique is a family-owned Swiss private bank offering a comprehensive wealth management platform with four core service pillars: Wealth Management, Investment Management, Family Office Solutions, and Banking Solutions. The platform integrates digital services including online banking portals and mobile applications. Wealth Management encompasses investment services, wealth solutions, trading & execution, and credit solutions. Investment Management provides advisory, portfolio management, market access, asset management, and research & insights. Family Office Solutions offers wealth planning, private office, private investments, and corporate advisory services. Banking Solutions covers online services, payment cards, card issuing, and account management. The group serves both private and institutional clients with a focus on Swiss banking traditions and bespoke financial solutions.
Differentiator
Problem solved
Functional benefit
Brands
- 1618 Investimentos: Investment entity operating under CBH Group umbrella
- 1618 Investment Funds
Products and services
- Wealth Management Bespoke wealth management service enabling clients to protect and grow their assets through tailored investment solutions and exclusive banking services for private and institutional clients, covering investment services, wealth solutions, trading and execution, credit solutions, and intermediary services.
- Investment Management Curated investment tools and services offered by specialists, covering advisory mandates, discretionary portfolio management, market access, asset management, and dedicated research and insights publications for private and institutional clients.
- Family Office Solutions Bespoke suite of financial solutions integrating wealth planning, succession strategies, private office services, private investments, and corporate advisory into a comprehensive family office service for ultra-high-net-worth families.
- Banking Solutions Daily banking services providing convenience and control over everyday transactions, including online services, payment cards, card issuing, and account management for private and institutional clients.
- CBH Mobile Banking App Mobile banking application published by CBH and available on the Apple App Store (id 6450894828) and Google Play Store (com.cbh.banking), providing clients mobile access to account information and banking services.
Quantifiable outcome
- 13% year-on-year increase in assets under management to CHF 18.4 billion in 2025
Companies that use CBH
Customer profileSegments3 records
Ideal customer profiles3 records
CBH technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
CBH partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- NSN Cycling TeamminorCBH Bank entered a three-year partnership with NSN Cycling Team, a WorldTour cycling team. The partnership is focused on high performance, aligning with CBH's brand values of excellence and creativity. This represents a brand visibility and sponsorship arrangement rather than a core business partnership.
Scale indicators8 records
Recent moves6 records
Expansion highlights6 records
CBH competitors and assessment
Company assessmentDirect peers
- Pictet Group: Family-owned Geneva-based Swiss private bank offering wealth management, asset management, and related services to private and institutional clients — directly comparable to CBH's positioning, scale profile, and Swiss heritage business model.
- Lombard Odier: Geneva-headquartered partnership-owned Swiss private bank delivering wealth management, investment advisory, and family office services to HNW/UHNW clients — directly comparable in client focus, ownership structure, and product breadth.
- Mirabaud: Independent family-owned Swiss private bank offering wealth management, asset management, and corporate advisory — operates in similar niches to CBH with comparable HNW/UHNW client focus and Swiss heritage.
- EFG International: Swiss private banking group serving HNW clients globally with wealth management, asset management, and investment banking services — comparable international footprint and cross-border private banking focus.
- Julius Baer: Major Swiss pure-play wealth and asset manager targeting HNW clients worldwide — comparable in core client segment and service offering, although at materially larger scale than CBH.
- Vontobel: Zurich-headquartered Swiss private bank and asset manager providing wealth management, asset management, and investment banking — overlaps with CBH's investment management and advisory offerings.
- Banque Pictet & Cie (consolidated): Same as Pictet Group above (alt entity description); included to anchor private banking peer set.
- Rothschild & Co: Independent family-controlled global financial advisory and wealth/asset manager — comparable in family-controlled ownership, UHNW focus, and integrated wealth planning/corporate advisory.
Broad incumbents
- UBS Wealth Management: Largest Swiss wealth manager and global universal bank — addresses the same HNW/UHNW client segment as CBH but at vastly greater scale and with a broad product portfolio beyond private banking.
- Coutts: UK-based private bank serving HNW/UHNW clients globally with wealth management and family office solutions — comparable client focus and product offering across CBH's UK footprint.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
CBH social profiles
Digital presenceCBH financial estimates
Financial estimateRevenue estimate
Valuation estimate
CBH leadership team
Management profileNumber of profiles
Profiles2 records
CBH subsidiaries and ownership
Company hierarchySubsidiaries2 records
CBH funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CBH M&A and investment
M&A and investmentM&A
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CBH
What does CBH do?
CBH Compagnie Bancaire Helvétique is a family-owned Swiss private bank offering comprehensive wealth management, investment management, family office solutions, and banking solutions to private and institutional clients. The bank manages CHF 18.4 billion in assets under management through dedicated relationship managers based in Switzerland, Bahamas, Brazil, Hong Kong, Israel, Luxembourg, and the United Kingdom, with digital channels including the CBH Online portal and a mobile banking app.
Is CBH a public or private company?
CBH is a private company. It is classified as family owned and is currently operating.
When was CBH founded?
CBH was founded in 1975. It employs 251 to 500 people.
Where is CBH based?
CBH is headquartered in Geneva, Switzerland, in the Europe region.
How does CBH make money?
Three revenue lines are on record. Asset Management and Advisory Fees are the primary driver. The others are banking Services and wealth Planning and Family Office Solutions.
Who are CBH's main competitors?
Direct peers on record are Pictet Group, Lombard Odier, Mirabaud, EFG International, Julius Baer, Vontobel, Banque Pictet & Cie (consolidated) and Rothschild & Co. Broad incumbents are UBS Wealth Management and Coutts.
Does CBH have an API?
No public API is recorded for CBH.
What industry is CBH in?
CBH's product category is Private Banking. Its primary akta.pro industry code is FSABADAB, High-Net-Worth (HNW) Private Banking, with a secondary code of FSAAABAA, Onshore Private Banking (Domestic HNW/UHNW). Its NAICS code is 5221 and its SIC code is 6021.