Switzerland for Private Banking: Relationship Tiers, Ticket Sizes, and How to Qualify

Last updated: 2025-08-23 Source: WealthShield Author: Shield

intro:A candid look at modern Swiss private banking—who it suits and what the banks expect in 2025. Positioning: discretion, advisory depth, multi-booking centers. Thresholds: typical AUM ranges for PB/UBS/Credit Suisse successor units (verify latest). K

A candid look at modern Swiss private banking—who it suits and what the banks expect in 2025.

Positioning: discretion, advisory depth, multi-booking centers.
Thresholds: typical AUM ranges for PB/UBS/Credit Suisse successor units (verify latest).
KYC & Suitability: risk profiling, investment experience, tax residence proof.
Fee Models: advisory vs. discretionary; performance fees; custody.
Portfolio Onboarding: staged funding, test trades, reporting cadence.
Alternatives: Monaco, Luxembourg, Liechtenstein. FAQ:
Can non-EU residents qualify? Yes, with higher AUM and clearer tax posture.
Account in absentia? Limited; relationship meeting usually required. Editor’s Note: Prepare a consolidated wealth file before first call. Tags: Switzerland, Private Banking, AUM, Discretionary Mandate

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