Quilvest (Switzerland)

What Quilvest (Switzerland) does

Quilvest (Switzerland) Ltd. is a Zurich-based boutique Swiss private bank and multi-family office founded in 1932 by Otto Federico Peter Bemberg to manage the wealth of the extended Bemberg family, whose fortune originated from the 1888 Quilmes Brewery in Argentina. The firm was granted a Swiss banking license in 2012, transitioning from family office to fully FINMA-regulated bank with esisuisse deposit coverage and Swiss Bankers Association membership. Its core service platform comprises Wealth Planning (estate planning, trusts, family governance, philanthropy), Investment Services (multi-asset managed mandates including private market allocations via Quilvest Capital Partners), Banking Services (brokerage, custody, credit, payments), and Concierge Services (lifestyle, art advisory, relocation), delivered through dedicated Client Relationship Managers in Zurich and Montevideo alongside a Latin American subsidiary (Family Office Uruguay S.A.) and a fiduciary/admin subsidiary (Quilvest Services Ltd.).

Name

Quilvest (Switzerland)

Legal name

Quilvest (Switzerland) Ltd.

Website

https://quilvest.ch

Company type

Private

Founded year

1932

Operating status

Operating

Headcount range

51–100 employees

Short description

Quilvest (Switzerland) Ltd. is a Zurich-based FINMA-regulated Swiss private bank and multi-family office, founded in 1932, serving ultra-high and high net worth individuals primarily from Latin America, Western Europe, and the Middle East with integrated wealth planning, investment, banking, and concierge services.

Ownership category

akta.pro rank

Product category

Private Banking and Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)

akta.pro secondary industries

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), UHNW Concierge & Lifestyle Services (FSAAABAL), Lifestyle, Concierge & Personal Services Management (FSAAADAJ)

Keywords

• Private banking services
• Wealth management advisory
• Family office services
• Private market investments
• Multi-asset portfolio management

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices8 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Wealth Management and Advisory Fees: Comprehensive wealth management services including wealth planning, trust management, and sophisticated investment solutions. Services provided to well-established families, individual entrepreneurs, and selected private institutions.
2. Banking Services: Swiss banking services including brokerage, custody, payments, and securities transactions. Managed mandates for investment management.
3. Family Office Services: Family governance consulting, investment governance, corporate governance, and administration services for complex family wealth structures.
4. Private Market Investments: Access to private equity, private debt, and real estate investments with Quilvest Capital Partners, typically reserved for institutional investors.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Quilvest (Switzerland) Ltd. is a FINMA-regulated boutique Swiss private bank and multi-family office that delivers integrated wealth management to ultra-high-net-worth families and entrepreneurs. Its core offering spans Wealth Planning (estate, trust, tax, philanthropy, family governance), Investment Services (multi-asset managed mandates with private market access), Banking Services (brokerage, custody, payments, credit under Swiss banking license), and Concierge Services, supported by QVS Access and QVS Banking mobile apps and a multi-bank wealth consolidation platform.

Product overview

Quilvest (Switzerland) Ltd. is a Swiss private bank and wealth management firm offering an integrated platform of services for ultra-high net worth individuals. The core offering consists of Wealth Planning (estate planning, family governance, tax strategy, trusts, philanthropy), Investment Services (multi-asset portfolio management with access to private markets including private equity, private debt, and real estate), Banking Services (Swiss bank account, brokerage, custody), and Concierge Services (lifestyle assistance). Digital banking is delivered through two proprietary mobile applications: QVS Access (security/authentication) and QVS Banking (full banking features). The firm also leverages its affiliated brand Quilvest Capital Partners for alternative investments. Founded in 1932 by the Bemberg family, the company is regulated by FINMA and serves clients primarily from Latin America, Western Europe, and the Middle East.

Differentiator

Problem solved

Functional benefit

Brands

• Quilvest Capital Partners: The alternative investments arm of the Quilvest Group, managing approximately USD 6 billion in alternative assets across direct private equity, funds and co-investments, real estate, and private debt from six offices in the US, Europe, Middle East, and Asia
• Family Office Uruguay S.A.
• Quilvest Services Ltd.

Products and services

• Wealth Planning Comprehensive wealth planning services covering estate planning, family governance, strategic tax planning, trusts and structures, philanthropy advisory, and residency planning for ultra-high-net-worth individuals and families.
• Investment Services Multi-asset investment management with managed mandates, offering open-architecture access to private markets including private equity, private debt, and real estate investments alongside liquid portfolios.
• Banking Services Swiss boutique banking services including brokerage, asset custody and reporting, credit solutions, bank cards, and payment services, delivered under a FINMA banking license.
• Concierge Services Personalised concierge assistance covering shopping, lifestyle services, travel arrangements, relocation support, and art advisory including collection strategy and gallery access for UHNW clients.
• QVS Access Mobile App Security authentication mobile app providing biometric login (fingerprint, facial recognition, PIN) for secure access to Quilvest's mobile banking platform.
• QVS Banking Mobile App Full-featured mobile banking application offering portfolio views, transaction history, secure payments, card management, and in-app chat with Quilvest relationship managers.
• Family Office Services Family office services delivered through subsidiaries including fiduciary services, client accounting, and administration services for managing complex multi-generational family wealth structures.
• Quilvest Capital Partners Alternative investments arm of the Quilvest Group managing approximately USD 6 billion in assets from six offices globally, covering direct private equity, funds and co-investments, real estate, and private debt.

Quantifiable outcome

• Over 90% of AuM from UHNW and HNW clients indicating strong positioning in premium wealth segment
• +1 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators7 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• Vontobel: Zurich-based Swiss bank group combining wealth management, asset management, and investment banking; overlaps with Quilvest in UHNW multi-asset and alternatives capabilities but operates at significantly larger scale across multiple business lines.
• EFG International: Listed Swiss private banking group that has announced the acquisition of Quilvest (Switzerland) Ltd.; operates a broader international private-banking franchise with cross-border wealth, asset management, and global-market capabilities that materially exceed Quilvest's boutique footprint.
• Indosuez Wealth Management: Wealth-management arm of Crédit Agricole CIB serving UHNW clients globally with strong private-banking and family-office capabilities; competes for cross-border European and emerging-market family wealth in the same segment as Quilvest.

Direct peers

• Banque Pictet & Cie (Pictet Group): Note: same entity as Pictet Group; included to reinforce the closest direct comparable — a family-owned Swiss private bank with multi-decade track record in private-market investing and UHNW family-office services.
• Union Bancaire Privée (UBP): Geneva-based Swiss private bank focused on wealth management for UHNW/HNW clients with strong alternatives and structured-product capabilities; competes head-to-head with Quilvest for European and emerging-market family-wealth mandates.
• J. Safra Sarasin: Basel-headquartered Swiss private bank with strong UHNW and LATAM presence, multi-asset wealth management and an open-architecture alternatives platform — closely comparable to Quilvest in client mix, geographic reach, and product breadth.
• Lombard Odier: Swiss partnership-owned private bank headquartered in Geneva offering wealth management, asset management, and private-market strategies to UHNW clients worldwide; directly comparable in family-ownership structure, UHNW focus, and multi-generational positioning.
• Mirabaud: Geneva-based Swiss private bank owned by partners offering wealth management, asset management, and corporate advisory; comparable as a boutique, family-owned Swiss private bank targeting entrepreneur and multi-generational UHNW clients.
• Pictet Group: Geneva-headquartered Swiss private bank and wealth manager owned by partners; serves UHNW families globally with multi-asset and alternatives capabilities and similar multi-generational heritage — the closest like-for-like comparable to Quilvest's boutique private banking model.

Emerging players

• Reyl & Cie: Geneva-based independent Swiss private banking group offering wealth management, asset management, and corporate services; comparable as a smaller, entrepreneur-led Swiss private bank targeting HNW/UHNW families with cross-border wealth needs.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/quilvest-switzerland-ltd.

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 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 Quilvest (Switzerland)