Private Client Partners

What Private Client Partners does

Private Client Partners is a Zurich-based Swiss family office operating as an independently run Zurich branch of Banque Bonhôte & Cie SA, a private bank founded in 1815. Founded in 1998 and acquired by Banque Bonhôte in July 2020 from M.M. Warburg & CO, the firm serves Ultra High Net Worth Individuals, private families, and a secondary institutional segment, providing integrated family office services, wealth management and advisory, and independent asset consolidation and securities accounting. Its core technical asset is a proprietary EDV application that delivers transaction-based, custodian-independent consolidated reporting across listed and unlisted assets (shares, real estate, fine art, private equity, venture capital, digital assets), with automated interfaces to multiple custodian banks.

The business model is fee-only: asset-dependent and/or flat fees are negotiated individually in multi-year engagement letters, with no performance fees charged, and the firm negotiates preferential terms with custodian banks and third-party providers on the client's behalf. Go-to-market is purely direct and relationship-based, delivered by dedicated, low-turnover client advisors in face-to-face engagements, supported by a content marketing motion (Flash Boursier, Market Reviews) and selective media collaborations. The firm is FINMA-regulated through its parent's banking license, excludes US Persons, and has built a sustainability franchise (ESG services since 2013, Impact fund/strategy since 2019, parent B Corp certification in December 2021) that is unusually deep for a 15-person Swiss private bank.

Scale signals include CHF 1.9 billion in assets under management and CHF 5.6 billion in consolidated client assets (as of the 2020 acquisition). The broader Banque Bonhôte group operates with 100+ employees across branches in Neuchâtel, Biel, Bern, Zurich, Solothurn, Lausanne, and Geneva, with the Zurich PCP branch serving as the entry point into German-speaking Switzerland and a distribution vehicle for cross-selling into the parent's wider client base.

Name

Private Client Partners

Legal name

Banque Bonhôte & Cie AG

Website

https://privateclientpartners.ch

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

11–50 employees

Short description

Private Client Partners is a Zurich-based Swiss family office and FINMA-regulated branch of Banque Bonhôte, serving Ultra High Net Worth families with integrated wealth management, advisory, and independent multi-asset consolidation powered by proprietary reporting software.

Ownership category

akta.pro rank

Product category

Family Office Services

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)

akta.pro secondary industries

Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD), Family Office Services (Single & Multi-Family Office) (FSABADAF)

Keywords

• Family office services
• Wealth management advisory
• Asset consolidation
• Securities accounting
• Private banking

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Family Office Services Fee: Family office fees are individually negotiated in engagement letters with clients. Asset-dependent fees and/or flat fees are customary. No performance fees are charged. The firm negotiates best conditions with custodian banks and third-party providers on behalf of clients.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels3 records

Core offering

Independent Swiss family office providing holistic wealth management, asset consolidation, and securities accounting services to Ultra High Net Worth Individuals (UHNWI), families, and institutional clients. Services include strategic asset allocation, investment advisory and management, transaction-based consolidated reporting across multiple custodians, and integration with existing third-party wealth managers and banks.

Product overview

Private Client Partners operates as a Swiss Family Office offering an integrated suite of wealth management services. The core offering centers on three interconnected services: Family Office Services (comprehensive holistic portfolio management), Wealth Management & Advisory (strategic asset allocation and investment execution), and Asset Consolidation & Securities Accounting (independent asset consolidation using proprietary software for both listed and unlisted assets). Supporting services include Flash Boursier market publications, periodic Market Reviews, and ESG/Impact Investment Services launched in 2013 and 2019 respectively. The firm serves Ultra High Net Worth Individuals (UHNWI) and families, as well as institutional clients, providing administration, asset consolidation, and wealth management services.

Differentiator

Problem solved

Functional benefit

Products and services

• Family Office Services Comprehensive family office services managing complex family portfolios holistically; acts as the central point of contact for all client financial issues including wealth management, asset consolidation, administration, and advisory services for Ultra High Net Worth Individuals and families.
• Wealth Management & Advisory Strategic asset allocation and investment advisory services for private clients, including tactical portfolio adjustments based on macro-analysis, fixed-income research, currencies, and geopolitical developments. Offers both wealth advisory (recommendations) and wealth management (direct execution) options.
• Asset Consolidation & Securities Accounting (Private Clients) Independent consolidation of complex asset structures for private clients, including listed securities and unlisted assets such as shareholdings, real estate, fine art, private equity, venture capital, and digital assets. Delivers transaction-based reporting and securities accounting using proprietary software solutions.
• Asset Consolidation & Securities Accounting (Institutional Clients) Institutional-tier asset consolidation and securities accounting service providing flexible, needs-based consolidation across multiple asset classes and custodian banks, with automated interfaces and specific management reporting for institutional clients.

Segments3 records

Ideal customer profiles2 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 moves7 records

Expansion highlights5 records

Direct peers

• Hyposwiss Private Bank: Zurich-based Swiss private bank offering wealth management and family office-like services to UHNW clients; competes directly with PCP for the same Swiss German-speaking UHNW segment with comparable scale.
• Stonehage Fleming: International multi-family office providing independent wealth advisory, asset consolidation, and succession services to UHNW families; mirrors PCP's independence-led, multi-jurisdictional family office model.
• Quintet Private Bank: Pan-European private bank (formerly Banque Havilland) offering wealth structuring and family office services to international UHNW clients; comparable in niche, multi-jurisdictional positioning and boutique scale.
• Notenstein La Roche Privatbank: Swiss private bank focused on independent wealth management for UHNW individuals and families; similar boutique positioning within the Swiss private banking ecosystem.

Broad incumbents

• Lombard Odier: Swiss private bank with a dedicated family office services offering (Lombard Odier Family Services); broader global footprint and product capabilities but serves the same Swiss UHNW market.
• Julius Baer: One of Switzerland's largest pure-play wealth managers; serves the Swiss and international UHNW segment with broader capabilities than PCP but competes for the same high-end private clients.
• EFG Bank: Swiss-listed global private banking group headquartered in Zurich serving UHNW and HNW clients; offers broader product suite and geographic reach than PCP but overlaps materially in the Swiss UHNW segment.
• Union Bancaire Privée (UBP): Geneva-based Swiss private bank with significant family office and wealth structuring capabilities; competes in the Swiss UHNW market with a broader product suite.
• J. Safra Sarasin: Basel-headquartered Swiss private banking group with strong UHNW franchise and growing family office capabilities; broader scale and product mix than PCP but overlapping Swiss private client base.
• Pictet Group: Geneva-headquartered Swiss private bank and asset manager; much larger scale (CHF ~700B AUM) but competes for the same Swiss and international UHNW mandates with comparable independence.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/private-client-partners

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 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 Private Client Partners