CBH

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.

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

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

• Private banking services
• Wealth management
• Investment advisory
• Family office solutions
• Asset management

Headquarters

HQ city

Geneva

HQ country

Switzerland

HQ region

Europe

Offices7 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Marketing or Sales, Technology or R&D, Others

Revenue model

1. 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.
2. Banking Services: Revenue from daily banking, account management, payment cards, and transaction processing services for private and institutional clients.
3. 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

Core 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

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• NSN Cycling TeamminorGTM or Marketing Partner · 9 June 2026CBH 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

Direct 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

• LinkedInlinkedin.com/company/cbh-compagnie-bancaire-helv%C3%A9tique-sa

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CBH