Privatbank IHAG Zürich
PB IHAG AG is a Zurich-based FINMA-licensed Swiss private bank offering securities trading, custody, investment advisory, asset management, and E-Banking to private, professional, and institutional clients. Following a September 2024 asset deal with Bank Vontobel, the bank is winding down and returning its license.
- Company typePrivate
- Founded1949
- HeadquartersZürich, Switzerland
- Headcount—
- GTM typeB2C
- OfferingServices
Privatbank IHAG Zürich firmographics
Firmographics- Name
- Privatbank IHAG Zürich
- Legal name
- PB IHAG AG
- Website
- https://pbihag.ch
- Company type
- Private
- Founded year
- 1949
- Operating status
- Operating
- Short description
- PB IHAG AG is a Zurich-based FINMA-licensed Swiss private bank offering securities trading, custody, investment advisory, asset management, and E-Banking to private, professional, and institutional clients. Following a September 2024 asset deal with Bank Vontobel, the bank is winding down and returning its license.
- Ownership category
- akta.pro rank
Privatbank IHAG Zürich industry classification
Industry- Product category
- Private Banking
- NAICS
- Savings Institutions and Other Depository Credit Intermediation (522180), Portfolio Management and Investment Advice (523940)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)
- akta.pro secondary industry
- Bank-Affiliated Retail Wealth Management (FSAAAAAB)
Keywords
Where Privatbank IHAG Zürich is headquartered
LocationHeadquarters
- HQ city
- Zürich
- HQ country
- Switzerland
- HQ region
- Europe
Offices1 record
Markets served
Privatbank IHAG Zürich business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Infrastructure, Marketing or Sales
Revenue model
- Banking Services Fees and Commissions: Fees and commissions from securities trading, custody services, investment advisory, and asset management. Compensation received from third parties such as sales commissions, retrocessions, and trailer fees on investment funds and structured products (0-1.5% p.a. of investment volume)
- Interest Income: Interest earned on client deposits and lending activities
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Transaction based/ take rate | Annual | Investment fund compensation |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Privatbank IHAG Zürich product offering
Product offeringCore offering
PB IHAG AG is a Swiss private bank that provides wealth management, investment advisory, securities trading, and custody services to private, professional, and institutional clients. Its core offering combines traditional private banking services delivered through dedicated relationship managers with an in-house E-Banking platform that delivers 24/7 digital account access, payments, and transaction management. The bank also offers asset management and access to a broad range of financial instruments including stocks, bonds, ETFs, structured products, derivatives, and investment funds.
Product overview
PB IHAG AG operates as a private bank with a core digital E-Banking platform supplemented by traditional private banking services. The bank's main products include its E-Banking platform for round-the-clock account access and transactions, securities trading and custody services through SIX SIS AG, investment advisory services (non-independent), and asset management. The bank also offers access to various financial instruments including stocks, bonds, ETFs, structured products, derivatives, and investment funds. A publications subscription service provides regular market insights. The bank is currently in the process of transferring its client business to Bank Vontobel and will discontinue operations in the medium term.
Differentiator
Problem solved
Functional benefit
Products and services
- E-Banking Platform Digital banking platform providing 24/7 access to bank accounts, enabling customers to make payments, pay bills, manage standing orders, and conduct transactions safely and conveniently from home.
- Securities Trading and Safekeeping Banking service covering the trading, custody, and safekeeping of financial instruments such as stocks, bonds, ETFs, structured products, and derivatives, with domestic securities held in collective custody at SIX SIS AG.
- Investment Advisory Services Non-independent investment advice service in which PB IHAG makes a pre-selection of financial instruments based on restricted analysis; primarily targeted at private and professional banking clients.
- Asset Management Wealth management service in which PB IHAG typically uses financial instruments for which no inducements are paid, with non-minor compensation passed through to clients.
- Financial Instruments (Trading Universe) Catalog of tradable financial instruments made available to clients, including listed shares, ETFs, interest-bearing securities, exchange-traded derivatives, non-listed shares, structured products, securities lending, OTC derivatives, and investment funds.
- Subscription Publications (Monthly CIO Letter and Perspektiven) Subscription-based market insights publication offering the Monthly CIO Letter (monthly, electronic) and Perspektiven (quarterly, physical) to subscribers.
Companies that use Privatbank IHAG Zürich
Customer profileSegments3 records
Ideal customer profiles3 records
Privatbank IHAG Zürich technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
Feature1 record
Privatbank IHAG Zürich partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Bank VontobelcorePB IHAG transferred the majority of its customer business to Bank Vontobel as part of an asset deal. This represents a significant strategic transition where Vontobel acquired PB IHAG's client relationships and assets. With the planned return of its banking license, PB IHAG will discontinue its business activities in the medium term.
Scale indicators4 records
Recent moves8 records
Expansion highlights1 record
Privatbank IHAG Zürich competitors and assessment
Company assessmentBroad incumbents
- Julius Baer: Large Swiss wealth manager offering private banking, investment advisory, and asset management globally. Operates broadly in the same space as PB IHAG but at materially larger scale with a much wider product and geographic footprint.
Direct peers
- VP Bank: Liechtenstein-headquartered private bank offering wealth management and investment advisory services across Europe and Asia. Comparable in business model (private banking, custody, asset management) and relationship-manager-led GTM, though operating from a different but adjacent jurisdiction.
- Bank Vontobel: Swiss private bank and wealth manager that acquired the majority of PB IHAG's client book via the September 2024 asset deal. Directly comparable in target clientele (private/professional/institutional) and product offering (advisory, asset management, securities trading).
- Bordier & Cie: Swiss private bank offering wealth management, investment advisory, and asset management services to private clients. Comparable in business model, FINMA-regulated framework, and traditional private-banking service offering.
- Lombard Odier: Swiss private bank headquartered in Geneva, offering wealth and asset management services to private and institutional clients. Comparable Swiss private-banking model, regulatory framework, and product breadth (custody, advisory, structured products).
- Mirabaud: Swiss private bank offering wealth management, asset management, and securities services to private and institutional clients. Closely comparable in size tier, Swiss FINMA-regulated model, and traditional relationship-manager-led private-banking motion.
- Hyposwiss: Zurich-based Swiss private bank providing wealth management, investment advisory, and securities trading to private clients. Highly comparable in scale tier, Zurich footprint, and Swiss regulatory positioning.
- EFG Bank: Swiss-headquartered private bank offering wealth management, investment advisory, and asset management to private and institutional clients across Europe, Asia, and the Americas. Directly comparable service mix and Swiss regulatory positioning to PB IHAG.
- Pictet Group: One of the largest Swiss private banks, providing private banking, wealth management, and asset management services globally. Closely comparable in service offering, FINMA-regulated framework, and relationship-manager-led GTM model.
Regional players
- Notenstein La Roche: Swiss private bank (formerly Vontobel-owned subsidiary, now independent) that has itself undergone significant restructuring and consolidation. Comparable as another small-to-mid-sized Swiss private bank navigating scale and strategic-transition pressures.
Market position
Strengths3 records
Weaknesses5 records
Competitive moat2 records
Key risks5 records
Key highlights5 records
Customer concentration
Privatbank IHAG Zürich compliance and trust
Trust signalCompliance5 records
Privatbank IHAG Zürich financial estimates
Financial estimateRevenue estimate
Valuation estimate
Privatbank IHAG Zürich leadership team
Management profileNumber of profiles
Profiles5 records
Privatbank IHAG Zürich funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Privatbank IHAG Zürich M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Privatbank IHAG Zürich
What does Privatbank IHAG Zürich do?
PB IHAG AG is a Swiss private bank that provides wealth management, investment advisory, securities trading, and custody services to private, professional, and institutional clients. Its core offering combines traditional private banking services delivered through dedicated relationship managers with an in-house E-Banking platform that delivers 24/7 digital account access, payments, and transaction management. The bank also offers asset management and access to a broad range of financial instruments including stocks, bonds, ETFs, structured products, derivatives, and investment funds.
Is Privatbank IHAG Zürich a public or private company?
Privatbank IHAG Zürich is a private company. It is classified as unknown and is currently operating.
When was Privatbank IHAG Zürich founded?
Privatbank IHAG Zürich was founded in 1949.
Where is Privatbank IHAG Zürich based?
Privatbank IHAG Zürich is headquartered in Zürich, Switzerland, in the Europe region.
How does Privatbank IHAG Zürich make money?
Two revenue lines are on record. Banking Services Fees and Commissions are the primary driver. The others are interest Income.
Who are Privatbank IHAG Zürich's main competitors?
Julius Baer is listed as a broad incumbent. Direct peers are VP Bank, Bank Vontobel, Bordier & Cie, Lombard Odier, Mirabaud, Hyposwiss, EFG Bank and Pictet Group. Notenstein La Roche is listed as a regional player.
Does Privatbank IHAG Zürich have an API?
No public API is recorded for Privatbank IHAG Zürich.
What industry is Privatbank IHAG Zürich in?
Privatbank IHAG Zürich's product category is Private Banking. Its primary akta.pro industry code is FSABADAD, Private Banking Advisory & Discretionary Portfolio Management, with a secondary code of FSAAAAAB, Bank-Affiliated Retail Wealth Management. Its NAICS code is 522180 and its SIC code is 6199.