Privatbank IHAG Zürich

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

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

• Private banking services
• Wealth management advisory
• Securities trading custody
• Asset management
• E-banking platform

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. 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)
2. Interest Income: Interest earned on client deposits and lending activities

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core 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.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature1 record

Partnerships

One partnership is on record.

• Bank VontobelcoreStrategic or Co-development Partner · 19 September 2024PB 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

Broad 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

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Privatbank IHAG Zürich