Dreyfus Sons & Co

What Dreyfus Sons & Co does

Dreyfus Sons & Co AG, Banquiers (Dreyfus Banquiers) is a privately-held, family-owned Swiss private bank headquartered at Aeschenvorstadt 16 in Basel, founded in 1813 by Isaac Dreyfus-Bernheim and now in its seventh generation of family ownership. The bank serves high-net-worth individuals and families, single and multi-family offices, charitable foundations, and external asset managers through six offices in Basel (headquarters), Delémont, Lausanne, Lugano and Zürich in Switzerland, plus a representative office in Tel Aviv, Israel. Service offerings are organized around six competency areas: Investment Solutions (including proprietary Dreyfus Investment Funds), Pension and Estate Planning, Family Office, Foundation Services, External Asset Manager custody, and core Banking Services (accounts, payments, securities, mortgages and Lombard loans).

The technology stack is a conventional Swiss private banking digital infrastructure: a secure E-Banking web platform, the Dreyfus Banking App for iOS and Android, the Dreyfus Login App providing two-factor authentication and payment authorization, and the Dreyfus DataSafe App for secure document storage. External asset managers are served through a dedicated interface supporting daily SWIFT messages, CSV data files, SFTP transfers and platform/PMS integration. There are no disclosed APIs, SDKs or third-party integrations, and no AI/ML-driven products.

The business model is a quote-based, relationship-driven private banking model that generates revenue through four streams: recurring asset management and advisory fees on discretionary and advisory mandates, transaction and account fees, interest income from mortgages and Lombard lending, and fees for family office, trust and foundation services. Pricing is negotiated individually and not publicly disclosed. Distribution is exclusively high-touch and direct: each client is assigned two dedicated relationship managers, with new business originating primarily through referrals from existing clients, legal and tax advisors, and the bank's quarterly Kompass thought leadership publications. Since regaining 100% family ownership in 2005, the bank has expanded selectively via the 2011 multi-office rollout and the 2021-2022 majority acquisition of Luxembourg-based Midas Wealth Management S.A.

Name

Dreyfus Sons & Co

Legal name

Dreyfus Söhne & Cie AG, Banquiers

Website

https://dreyfusbank.ch

Company type

Private

Founded year

1813

Operating status

Operating

Headcount range

51–100 employees

Short description

Dreyfus Sons & Co (Dreyfus Banquiers) is a 210-year-old, family-owned Swiss private bank headquartered in Basel, serving high-net-worth individuals, families, family offices, foundations and external asset managers through six offices across Switzerland and Israel.

Ownership category

akta.pro rank

Headquarters

HQ city

Basel

HQ country

Switzerland

HQ region

Europe

Offices6 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Asset Management and Advisory Fees: Fees earned from discretionary and advisory asset management mandates, investment advisory services, and management of proprietary investment funds. Revenue is based on assets under management and advisory service agreements.
2. Banking and Transaction Fees: Account maintenance fees, payment processing fees for domestic and international transfers, securities transaction fees, and custody services.
3. Lending Income: Interest income from mortgages and Lombard loans extended to wealth management clients.
4. Family Office and Estate Planning Services: Fees for comprehensive family office services including trust administration, foundation management, estate planning, and coordination with external specialists.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Dreyfus Sons & Co (Dreyfus Banquiers) is a family-owned Swiss private bank providing discretionary and advisory asset management, investment solutions, pension and estate planning, family office services, foundation management, and custodian banking for external asset managers. The bank also offers basic banking services including accounts, payments, securities processing, and Lombard and mortgage lending, supported by proprietary E-Banking, mobile, and authentication applications.

Product overview

Dreyfus Banquiers is a Swiss private bank offering a comprehensive suite of wealth management services organized around six core competency areas: Investment Solutions (asset allocation, investment strategy, and proprietary Dreyfus Investment Funds), Pension & Estate Planning (pillar 3a, vested benefits, inheritance planning), Family Office (trusts, family foundations, comprehensive wealth administration), Foundation Services (philanthropic establishment and management), External Asset Manager Services (custodian banking with SFTP/SWIFT interfaces), and Banking Services (accounts, payments, credits, tax services). The bank complements these services with digital platforms including E-Banking (web), Dreyfus Banking App (mobile), Dreyfus Login App (authentication), and Dreyfus DataSafe App (document storage). Research publications include the quarterly Kompass market analysis covering macroeconomic themes.

Differentiator

Problem solved

Functional benefit

Brands

• Isaac Dreyfus-Bernheim-Stiftung: A legally independent charitable foundation established in 2013 to bundle and develop existing philanthropic activities. The foundation focuses on intercultural understanding, climate and environment, media literacy, arts and culture, and humanitarian and social engagement.

Products and services

• Investment Solutions (Anlagelösungen) Comprehensive investment strategy development and asset management services, including strategic and tactical asset allocation, risk management, and wealth management with a conservative, long-term orientation focused on equities, bonds, and real assets. Targeted at high-net-worth individuals and families.
• Pension & Estate Planning (Vorsorge- & Nachlassplanung) Retirement and inheritance planning services including pillar 3a accounts, vested benefits solutions, and estate structuring, coordinated with independent pension foundations. Targeted at individuals planning long-term financial security.
• Family Office Comprehensive wealth management for wealthy families, including trust structures, family foundations, life insurance planning, investment advisory, and discretionary asset management services. Targets single and multi-family offices requiring generational wealth oversight and governance support.
• Foundation Services (Stiftungen) Philanthropic foundation establishment and management services, including governance support, asset management aligned with foundation purposes, and reporting. Targeted at charitable foundations requiring prudent investment management and mission-aligned policies.
• External Asset Manager Services (Externe Vermögensverwalter) Custodian banking services for external asset managers, including reliable infrastructure, clear custody structures, transparent reporting, tax statements for multiple jurisdictions, E-Banking access, and SFTP/SWIFT interfaces for trading platforms. Targeted at independent wealth managers.
• Banking Services (Bankdienstleistungen) Account management, payment services, securities processing, credit solutions including mortgages and Lombard loans, and tax coordination services for Swiss and international clients. Targeted at private banking clients.
• Dreyfus Investment Funds Proprietary investment funds used to implement client investment strategies, investing broadly diversified across equities, bonds, and other selected asset classes. Available to private banking clients within the bank's investment mandates.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators5 records

Recent moves11 records

Expansion highlights5 records

Broad incumbents

• Vontobel: Swiss wealth manager offering private banking, asset management, and investment banking with broader public-company structure and wider product range than Dreyfus. Comparable Swiss heritage and private banking focus, but operates at larger scale with publicly-listed parent.

Direct peers

• Bank Frey: Smaller Swiss private bank offering wealth management and asset management services to HNW clients with family-owned heritage. Comparable traditional private banking model serving Swiss-based HNW families with personalized services.
• Hyposwiss: Swiss private bank focused on HNW wealth management, with similar family-owned structure and Swiss heritage-driven positioning for private banking clients. Comparable size and traditional private banking service model.
• EFG International: Swiss private banking group headquartered in Zurich, offering wealth management, asset management, and investment banking services. Comparable full-service Swiss private banking model serving HNW clients across multiple geographies.
• Union Bancaire Privée (UBP): Swiss private bank headquartered in Geneva, providing wealth management, asset management, and institutional banking services. Comparable full-service private banking model serving HNW clients globally with similar cross-border capabilities.
• Mirabaud: Swiss private bank founded in 1819 with similar family-controlled heritage, providing wealth management, asset management, and corporate finance services to HNW clients globally. Comparable as a mid-sized Swiss private bank with traditional private banking focus and independent ownership structure.
• Bordier & Cie: Swiss private bank founded in 1844, family-owned across multiple generations, providing wealth management and asset management services. Very comparable as a family-owned Swiss private bank with similar size and traditional relationship-based model.
• Lombard Odier: Swiss private bank founded in 1796, partnership-owned, offering wealth management, asset management, and technology services. Highly comparable heritage-driven positioning and similar focus on HNW private banking clients with multi-generational relationships.
• Baumann & Cie: Swiss private bank with family-controlled heritage and traditional Swiss private banking focus on HNW clients. Comparable relationship-based model serving multi-generational Swiss families with personalized wealth management.
• Pictet Group: Swiss private bank founded in 1805, partnership-owned, providing wealth management, asset management, and related services. Comparable Swiss heritage, independence positioning, and focus on long-term wealth preservation for HNW clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/dreyfus-sons---co.

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Dreyfus Sons & Co