E. Gutzwiller & Cie, Banquiers

Name

E. Gutzwiller & Cie, Banquiers

Legal name

E. Gutzwiller & Cie, Banquiers

Website

https://gutzwiller.ch

Company type

Private

Founded year

1886

Operating status

Operating

Headcount range

101–250 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Basel

HQ country

Switzerland

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Wealth Management Fees: Discretionary portfolio management and advisory services charged through management fees and commissions based on assets under management.
2. Securities Trading and Custody: Transaction settlement, custody services, and securities trading for private clients and third-party asset managers.
3. Lombard Lending: Margin lending and Lombard loans provided to clients, generating interest income.
4. Fund Distribution: The bank is the main distributor of its own investment funds and earns distribution fees.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

E. Gutzwiller & Cie, Banquiers is a family-owned Swiss private bank that delivers discretionary portfolio management, advisory, and execution-only mandates to high-net-worth private clients. It also provides integrated trading, settlement, custody, and administrative services to independent third-party asset managers, supported by Lombard lending, multi-banking reporting, and proprietary in-house investment funds.

Product overview

E. Gutzwiller & Cie, Banquiers operates as a family-owned Swiss private bank offering an integrated private banking service platform. The core offering comprises discretionary portfolio management, advisory, and execution-only mandates for private clients and third-party asset managers. Supporting services include custody and trading, banking services (deposits, transfers, Lombard lending), and reporting with multi-banking consolidation. The bank extends its capabilities through Gutzwiller SA Genève subsidiary and manages six open-ended funds under Gutzwiller Fonds Management AG: EG Swiss Equities, EG European Equities, EG Global Equities, Gutzwiller ONE, Gutzwiller TWO, and EG CHF Bond Fund. Ancillary services include fiduciary services via Bourcart Treuhand AG, a client portal (E-Guide), and quarterly market publications.

Differentiator

Problem solved

Functional benefit

Brands

• Gutzwiller Funds: A suite of six open-ended investment funds managed by Gutzwiller Fonds Management AG, including EG Swiss Equities, EG European Equities, EG Global Equities, Gutzwiller ONE, Gutzwiller TWO, and EG CHF Bond Fund.
• Gutzwiller SA, Genève
• Gutzwiller ONE
• Gutzwiller TWO

Products and services

• Managed Accounts (Discretionary Portfolio Management) Full-service discretionary portfolio management for private clients, with portfolios constructed and managed by professional investors aligned with client objectives and risk profile in their reference currency.
• Advisory Services Investment advisory mandates providing professional guidance and recommendations while clients retain final decision-making authority over transactions.
• Execution-Only Services Transaction execution services for clients who manage their own investment decisions and only require trade execution support.
• Custody & Trading Global securities custody, transaction settlement, and income collection (dividends and interest) for private clients and third-party asset managers.
• Banking Services Deposits, cash management, money transfers, Maestro and credit card issuance, and Lombard (margin) lending for private clients.
• Reporting & Tax Statements Performance reporting, tax statement preparation, and online statement access, with multi-banking account consolidation capabilities.
• Independent Asset Manager Services Integrated banking services combined with administrative and custodial capabilities, plus access to a proprietary trading system and a dedicated investment professional for independent asset managers.
• EG Swiss Equities (CHF) Open-ended fund investing in Swiss equities, focused on quality growth businesses with a mid-cap bias.
• EG European Equities (EUR) Open-ended fund providing long-term capital growth through investments in quality European businesses with visible growth potential.
• EG Global Equities (EUR) Open-ended fund investing globally in small/mid-cap equities, focused on quality companies for long-term capital appreciation.
• Gutzwiller ONE (USD) Open-ended fund investing in US equities with the objective of providing capital growth for investors.
• Gutzwiller TWO (USD) Fund of hedge funds investing in event-driven alternative strategies, seeking performance with low volatility and low correlation to equity indices.
• EG CHF Bond Fund (CHF) Open-ended fund investing in Swiss franc-denominated bonds with broad diversification across countries, sectors, and maturities.
• Fiduciary Services (Bourcart Treuhand) Fiduciary services offered through affiliated Bourcart Treuhand AG/SA, covering tax declarations, accounting, payroll management, foundations, and fiduciary administration.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Six partnerships are on record, tiered core and minor.

• Bank for International Settlements (BIS)coreStrategic or Co-development Partner · 1 January 1930The bank contributed to the establishment of the Bank for International Settlements in Basel in 1930.
• SIX Group (SIX Swiss Exchange AG)coreStrategic or Co-development Partner · 1 January 1886E. Gutzwiller & Cie, Banquiers was a founding member of the Basel Stock Exchange in 1886, which evolved into today's SIX Group. The bank remains an active shareholder in SIX Swiss Exchange AG.
• Bourcart Treuhand AG / Bourcart Treuhand SAcoreStrategic or Co-development PartnerAffiliated fiduciary services provider offering tax declarations, accounting, payroll management, foundations and fiduciary administration. Available through the bank's services for comprehensive wealth management.
• SO-FIT (Supervisory Organisation)coreOthersGutzwiller SA Genève is prudentially supervised by SO-FIT according to FINIA dispositions.
• FINSOM (Swiss Financial Services Ombudsman)minorOthersGutzwiller SA Genève is affiliated with FINSOM, providing impartial mediation for client complaints.
• esisuisseminorOthersSwiss deposit insurance scheme protecting client deposits up to CHF 100,000 per client. E. Gutzwiller & Cie, Banquiers is a member as required by Swiss banking law.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Maerki Baumann & Co. AG: Swiss family-owned private bank with similar mid-size headcount (around 180 FTE). Comparable in Zurich-based family ownership, discretionary and advisory mandates, and B2B services for independent asset managers.
• Bordier & Cie: Swiss family-owned private bank founded in 1844. Comparable in boutique scale, family-led partnership model, discretionary portfolio management focus, and HNW private client segment.
• Mirabaud: Swiss family-owned private bank (founded 1819) offering wealth management, asset management, and corporate finance. Closely comparable in family ownership structure, Swiss private banker model, and HNW/family-office client focus.
• Rahn+Bodmer: Swiss family-owned private bank of similar boutique scale with discretionary and advisory wealth management for private clients. Directly comparable ownership structure and HNW/private-client service model.

Broad incumbents

• Vontobel: Swiss-listed private bank and asset manager (founded 1924). Comparable Swiss private banking heritage with wealth management and asset management activities, though much larger scale and publicly listed ownership structure.
• Lombard Odier: Larger Swiss private bank (founded 1796) offering wealth management, asset management, and technology services. Comparable in Swiss private banking heritage and HNW focus, but operates at materially greater scale and geographic breadth.
• Julius Bär: Major Swiss private bank (founded 1890) focused on HNW wealth management. Comparable Swiss private banking DNA and target client segment, but substantially larger AUM and international presence.
• Union Bancaire Privée (UBP): Swiss private bank with strong wealth and asset management focus. Comparable Swiss private banking heritage, but significantly larger AUM scale and broader product offering including alternative investment capabilities.
• Pictet Group: One of Switzerland's largest private banks (founded 1805) with CHF ~600B AUM. Comparable Swiss private banking heritage and portfolio management services, but vastly larger scale, broader product suite, and global footprint.

Regional players

• C. Hoare & Co. UK family-owned private bank (founded 1672), the last privately-owned clearing bank on Fleet Street. Highly comparable family-ownership model and boutique private banking focus, but UK-based and does not compete directly in the Swiss market.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat6 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/e-gutzwiller-cie-banquiers

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Subsidiaries3 records

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 E. Gutzwiller & Cie, Banquiers