Banque Bonhote & Cie

Name

Banque Bonhote & Cie

Legal name

Banque Bonhôte & Cie SA

Website

https://bonhote.ch

Company type

Private

Founded year

1815

Operating status

Operating

Headcount range

101–250 employees

Ownership category

akta.pro rank

Product category

Private Banking and Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

Keywords

• Private banking services
• Wealth management advisory
• Discretionary asset management
• Estate planning services
• Investment fund management

Headquarters

HQ city

Neuchâtel

HQ country

Switzerland

HQ region

Europe

Offices7 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Wealth management fees: Fees charged based on assets under management (AUM) for discretionary mandates and advisory services
2. Transaction and trading commissions: Commissions on buying and selling securities, financial instruments, and other investment products
3. Real estate services: Services related to property transactions, management, and the Bonhôte-Immobilier SICAV real estate fund
4. Investment fund management: Management fees from proprietary investment funds including Swiss Equity Momentum, Bonhôte Impact, Global Bonds ESG, Megatrend Equity ESG, and Swiss Gold Bars ESG

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels6 records

Core offering

Banque Bonhôte & Cie is a Swiss private bank offering personalized wealth management, advisory and discretionary investment mandates, family office services, multi-bank asset consolidation, real estate services, financing and M&A advisory, and proprietary investment funds. It serves private clients, entrepreneurs, independent asset managers, and institutional clients across seven Swiss branches under FINMA supervision.

Product overview

Banque Bonhôte & Cie SA is a Swiss private bank founded in 1815 offering a comprehensive wealth management and financial services platform. The bank's core offering consists of advisory and discretionary investment mandates (Classic, Impact, Pension, Distribution, Suisse, and Select) backed by a team of wealth managers across seven Swiss branches. Its product suite is supplemented by six investment funds: Swiss Equity Momentum, Swiss Gold Bars ESG, Bonhôte-Immobilier SICAV, Megatrend Equity ESG, Bonhôte Impact, and Global Bonds ESG, alongside specialized services spanning wealth planning, family office, multi-bank consolidation, property services, financing advisory, and M&A. The bank serves private clients, entrepreneurs, independent asset managers, and institutional clients, and publishes regular market research (Flash Boursier, Market Outlook, Analysis) while maintaining cultural engagement through the Bonhôte Foundation for Contemporary Art. The offering operates under Swiss regulatory oversight (FINMA, LSFin) and is protected by esisuisse deposit insurance up to CHF 100,000.

Differentiator

Problem solved

Functional benefit

Brands

• Private Client Partners: Wealth management service operated in Zurich offering private banking services
• Bonhôte-Immobilier SICAV
• Bonhôte Foundation for Contemporary Art
• Swiss Equity Momentum
• Swiss Gold Bars ESG
• Bonhôte Impact
• Megatrend Equity ESG
• Global Bonds ESG

Products and services

• Advisory Mandate (Mandat de conseil) A consulting-based wealth management service where the bank advises clients on investment decisions without managing assets on a discretionary basis. Targeted at private clients seeking personalized investment guidance.
• Discretionary Investment Mandates (Mandats de gestion discrétionnaire) Fully managed investment portfolios where the bank makes buy/sell decisions on behalf of clients, covering assets across equities, bonds, and alternative investments. Includes multiple strategy variants: Classic, Impact (ESG), Pension, Distribution, Suisse, and Select.
• Wealth Planning (Planification patrimoniale) Comprehensive financial and estate planning services tailored to individual client goals across different life stages, including tax optimization, retirement, and succession planning.
• Family Office Services Integrated administrative and financial services for high-net-worth families, including consolidated reporting, tax planning, and governance support.
• Multi-bank Consolidation Services Aggregation and consolidation of assets held across multiple financial institutions into a unified reporting and management view, with multi-bank integration capabilities.
• Property Services (Services immobiliers) Strategic real estate services covering acquisition, sale, financing, and management of property assets for clients, complemented by the Bonhôte-Immobilier SICAV real estate fund.
• Financing Advisory Bespoke financing advice for clients, including mortgage structuring and capital raising solutions.
• Mergers & Acquisitions Advisory Advisory services for corporate M&A transactions, including valuation, deal structuring, and negotiation support, targeted at business owners and entrepreneurs.
• BONHÔTE (CH) Swiss Equity Momentum Fund An equity fund investing in Swiss equities using a momentum-based strategy, offered as part of the bank's proprietary investment fund range.
• BONHÔTE (CH) Swiss Gold Bars ESG Fund A fund investing in physical gold bars with ESG integration, audited traceability, and secure Swiss storage through partnership with Metalor refinery.
• Bonhôte-Immobilier SICAV A Swiss real estate investment fund (SICAV) managed by the bank, with assets exceeding CHF 1 billion, offering exposure to Swiss property portfolios and 11% increase in net operating income.
• Megatrend Equity ESG Fund An equity fund focused on long-term structural growth themes, integrating ESG criteria into the selection of global megatrend companies.
• Bonhôte Impact Fund An investment fund aligned with impact investing principles, targeting measurable positive outcomes alongside financial returns through ESG-themed allocations.
• Global Bonds ESG Fund
• E-Banking Platform Secure online banking platform enabling clients to access accounts, execute transactions, and manage their financial relationship with the bank digitally.
• Private Client Partners (Zurich) Wealth management service offered through the bank's Zurich location, providing private banking services under the Private Client Partners brand.

Quantifiable outcome

• Bonhôte-Immobilier SICAV net assets exceeded CHF 1 billion with 11% increase in net operating income

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Eleven partnerships are on record, tiered minor and core.

• Swiss Impact ForumminorGTM or Marketing Partner · 12 November 2025As a B-Corp certified bank since 2020 committed to ESG principles, Bonhôte sponsors the Swiss Impact Forum as a main partner. The forum addresses topics related to sustainable impact and wealth.
• MetalorcoreStrategic or Co-development PartnerMetalor is one of the world's leading precious metals refineries, founded in Neuchâtel in 1852. They partner with Bonhôte for the Swiss Gold Bars ESG fund, providing physical gold that meets the highest ESG standards with scientifically proven traceability. Gold is refined and stored in Switzerland.
• esisuisseminorOthersesisuisse is the Swiss deposit protection system that guarantees client deposits up to CHF 100,000 per client and institution. As a Swiss bank, Bonhôte is required to be a member and contributes to the deposit insurance scheme.
• Université de NeuchâtelminorOthersBonhôte sponsors the Université de Neuchâtel as part of its educational support and regional commitment.
• Haute Ecole de gestion de NeuchâtelminorOthersBonhôte sponsors the Haute Ecole de gestion de Neuchâtel (HEG) as part of its educational support and regional commitment.
• Festival Français du Film d'Helvétie (Bienne)minorOthersBonhôte sponsors the Festival Français du Film d'Helvétie in Biel/Bienne, a cultural event in the bank's regional footprint.
• Centre Dürrenmatt de NeuchâtelminorOthersBonhôte sponsors the Centre Dürrenmatt de Neuchâtel, a cultural institution dedicated to the works of Friedrich Dürrenmatt.
• Club 44 de La Chaux-de-FondsminorOthersBonhôte sponsors Club 44 de La Chaux-de-Fonds, a cultural and discussion venue.
• Fondation de l'Hermitage à LausanneminorOthersBonhôte sponsors the Fondation de l'Hermitage in Lausanne, a major art exhibition center in French-speaking Switzerland.
• CEAS Centre Ecologique Albert SchweitzerminorOthersBonhôte sponsors the CEAS Centre Ecologique Albert Schweitzer, an ecological organization.
• Médecins Sans Frontières (Ärzte ohne Grenzen)minorOthersBonhôte sponsors Médecins Sans Frontières (Doctors Without Borders), the international humanitarian medical organization.

Scale indicators3 records

Recent moves1 record

Direct peers

• Pictet Group: One of Switzerland's largest independent private banks, headquartered in Geneva. Pictet is a direct competitor for HNW discretionary and advisory mandates, proprietary fund management, and French-speaking Swiss wealth management clients.
• Lombard Odier: Geneva-based Swiss private bank offering discretionary portfolio management, wealth planning, and asset management services. Direct peer in private banking, advisory mandates, and ESG-themed investment funds for HNW and institutional clients.
• Mirabaud: Swiss private banking group with Wealth Management, Asset Management, and Corporate Finance divisions, similarly mid-sized and family-controlled. Directly comparable to Bonhôte in offering structure, target client, and independent partnership governance.
• Bordier & Cie: Independently owned Swiss private bank founded in 1844, offering discretionary asset management, advisory, and family office services. Closely comparable mid-sized regional private bank with similar focus on personalized HNW relationships.
• Edouard Constant & Cie (E. Gutzwiller & Cie, Banquiers): One of the oldest Swiss private banks with a Basel-focused HNW and family office franchise. Comparable in scale, heritage positioning, and partnership governance structure to Banque Bonhôte.
• Hyposwiss (Hypothekarbank Lenzburg): Swiss private banking arm focused on HNW and family office clients with strong Swiss domestic footprint. Comparable in scale, regional Swiss private banking model, and emphasis on personalized relationship-based wealth management.

Broad incumbents

• J. Safra Sarasin: Larger Basel-headquartered Swiss private bank with global presence, offering wealth management, asset management, and advisory. Represents a scaled incumbent competing for similar HNW, entrepreneur, and institutional clients across Switzerland.
• Julius Baer: Major Swiss private banking group specializing in HNW wealth management globally. A broad incumbent competitor for top-tier HNW clients, with significantly larger scale, broader product shelf, and international reach than Bonhôte.
• Vontobel: Zurich-based Swiss private banking and asset management group with a wealth management division. Operates as a broader incumbent offering investment mandates, ESG funds, and family office services overlapping Bonhôte's product suite.

Emerging players

• REYL & Cie: Independent Swiss banking group with private banking, asset management, and corporate advisory. Comparable in independent partnership model, multi-asset wealth management offering, and mid-sized positioning relative to Bonhôte.

Market position

Strengths2 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/banque_bonhote

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 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 Banque Bonhote & Cie