Boccard & Partenaires Sa

What Boccard & Partenaires Sa does

Boccard & Partenaires SA is a Swiss private wealth management and family office firm headquartered in Neuchâtel, with a second regional office in Fribourg. Founded in 1943 by the de Boccard family and joined as partners by the Müller family in 1988, the firm has operated continuously for over 70 years under multi-generational Swiss ownership and is governed by a three-member Board of Directors. It is FINMA-accredited as an independent wealth manager (since January 2023), supervised by AOOS, and is a member of the Swiss Association of Asset Managers (VSV/ASG).

The firm's service platform is organized around two interconnected core offerings: Wealth Management, covering customized investment management, capital optimization, retirement planning, and estate planning; and Family Office, providing wealth planning, asset consolidation, legal and tax advisory, fiduciary services, risk management, and real estate transaction support. Underlying technology is non-proprietary and limited to standard website analytics and video integrations; investment management is delivered through personal advisory relationships rather than algorithmic or digital channels. The advisory team comprises nine specialists with credentials from the Swiss Banking School, CIIA, CWMA, and CIWM and prior senior experience at major Swiss banks including UBS, Société de Banque Suisse, Edmond de Rothschild, and Banque Cantonale Vaudoise.

Boccard & Partenaires SA generates revenue through recurring AUM-based management fees and professional advisory fees, sourced primarily from high-net-worth individuals, families requiring multi-generational wealth planning, and a smaller base of institutional clients. The go-to-market is exclusively sales-led direct advisory distribution, with no self-service or digital-only channels, and serves clients exclusively in the Fribourg and Neuchâtel cantons of western Switzerland. Banking execution and custody are outsourced to a curated set of Swiss banking partners including UBS, Pictet, Lombard Odier, Banque Cantonale de Fribourg, Banque Cantonale de Neuchâtel, Baer & Partners (formerly Safra Sarasin), and Bonhôte.

Name

Boccard & Partenaires Sa

Legal name

Boccard & Partenaires SA

Website

https://boccard.ch

Company type

Private

Founded year

1943

Operating status

Operating

Headcount range

1–10 employees

Short description

Boccard & Partenaires SA is a FINMA-accredited Swiss private wealth management and family office firm serving high-net-worth individuals, families, and select institutional clients in the Fribourg and Neuchâtel cantons with personalized advisory and AUM-based fee services.

Ownership category

akta.pro rank

Headquarters

HQ city

Neuchâtel

HQ country

Switzerland

HQ region

Europe

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Wealth Management Fees: Fees for managing client assets under management (AUM). As an independent wealth manager, revenue is likely derived from management fees calculated on client portfolios.
2. Advisory Fees: Fees for financial advisory services including estate planning, tax optimization, and family office services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Boccard & Partenaires SA is an independent Swiss wealth management and family office firm that provides customized private wealth management and family office services for high net worth individuals, families, and institutional clients. Core services include portfolio management, asset consolidation, tax optimization, estate and succession planning, fiduciary services, and risk management, delivered through bank-independent personal advisory relationships from offices in Neuchâtel and Fribourg under FINMA authorization.

Product overview

Boccard & Partenaires SA is a Swiss private wealth management and Family Office firm that has operated for over 70 years in Fribourg and Neuchâtel. The company operates as a single unified service platform centered around two interconnected core offerings: Wealth Management and Family Office. Both services share the firm's core differentiators of bank independence, economic relevance, and tax efficiency. The Wealth Management product focuses on customized investment management, capital optimization, savings growth, retirement planning, and estate planning. The Family Office product provides a broader suite of comprehensive services including wealth planning, asset consolidation, legal and tax advisory, fiduciary services, risk management, and family communication—all delivered through a personalized, confidential approach. The firm is co-directed by three Managing Partners and maintains FINMA accreditation as an independent asset manager.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Customized wealth management services for high net worth individuals focusing on capital optimization, savings growth, financial and real estate investment planning, retirement preparation, and estate planning. Delivered as a bank-independent, tax-efficient service from offices in Neuchâtel and Fribourg.
• Family Office Comprehensive personalized family office services including wealth planning, asset management, asset consolidation, legal and tax advice, fiduciary services, risk management, real estate transaction support, and retirement and estate planning. Bank-independent, economically relevant, and tax-efficient, delivered through a confidential relationship to families and principals in western Switzerland.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Partnerships

Nine partnerships are on record, tiered minor and core.

• Banque Cantonale de Fribourg (BCF)minorOthersBanking partner providing custodial and banking services. Listed among trusted and competent banking partners.
• Banque Cantonale de Neuchâtel (BCN)minorOthersBanking partner in the Neuchâtel region. Listed among trusted and competent banking partners.
• UBSminorOthersMajor Swiss banking partner. Listed among trusted and competent banking partners.
• PictetminorOthersSwiss private banking partner. Listed among trusted and competent banking partners.
• Lombard OdierminorOthersSwiss private banking partner. Listed among trusted and competent banking partners.
• Safras & SarasinminorOthersSwiss private banking partner. Listed among trusted and competent banking partners.
• BonhôteminorOthersSwiss private banking partner. Listed among trusted and competent banking partners.
• AOOS (Auditors' Organization for Asset Managers)coreOthersRegulatory supervisory organization overseeing Boccard & Partenaires SA's FINMA-authorized wealth management activities.
• Association Suisse des Gestionnaires de fortune (VSV/ASG)coreOthersSwiss Wealth Manager Association - professional membership organization for independent asset managers in Switzerland.

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• VP Bank: Liechtenstein-based private bank with significant Swiss presence, offering wealth management and family office services. Comparable boutique private bank serving HNW clients in the Alpine region.
• Mirabaud: Independent Swiss private banking group offering wealth management, asset management, and corporate advisory. Comparable as an independent (non-bank) Swiss wealth manager with multi-generational family ownership heritage.
• EFG International: Swiss private banking group offering wealth management and asset management globally. Comparable independent Swiss wealth manager serving HNW and family office clients.
• Hyposwiss: Swiss private bank providing wealth management, asset management, and family office services to HNW clients. Comparable in boutique Swiss private banking positioning and HNW focus.
• Bordier & Cie: Independent Swiss private bank providing wealth management and family office services to HNW clients. Closely comparable in business model, bank-independent positioning, and Swiss HNW client focus.
• Lienhardt & Partner Privatbank: Independent Swiss private bank offering wealth management, succession planning, and family office services. Comparable boutique-scale independent Swiss wealth manager.
• Cinerius: Independent Swiss wealth manager offering investment advisory and family office services. Comparable small-scale, independent Swiss wealth management firm.
• VZ Vermögenszentrum: Swiss independent wealth manager and financial advisory firm. Comparable in serving Swiss HNW clients with independent (non-bank) advisory positioning.

Broad incumbents

• Lombard Odier: Swiss private bank offering wealth management, asset management, and family office services. Comparable in independent Swiss private banking and HNW focus, though at much greater scale and with global reach.
• Pictet Group: One of Switzerland's largest independent private banks, offering wealth management, asset management, and related services. Comparable in independent (non-bank-aligned) Swiss wealth management positioning but at materially larger scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 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 Boccard & Partenaires Sa