Federal Financial Services Act (FinSA)

Contact details

Banque Bonhôte & Cie SA, Zurich branch
Private Client Partners Family Office Services
Limmatquai 26 | Postfach | 8024 Zürich
T +41 43 244 76 00 | F +41 43 244 76 66
Web: www.privateclientpartners.ch and www.bonhote.ch


We hold a banking licence as a branch of Banque Bonhôte & Cie AG and are regulated by the Swiss Financial Market Supervisory Authority (FINMA), Laupenstrasse 27, 3003 Bern.


If a disagreement arises, clients may submit a request for mediation by writing to the Swiss Banking Ombudsman, Bahnhofplatz 9, Postfach, CH-8021 Zürich
T +41 43 266 14 14 (German/English)

Financial services

Wealth management, advisory and family office services.


As a family office, we offer our clients long-term, holistic solutions in wealth management, structuring and controlling. Our unique software application ensures independent reporting, plus a comprehensive view of client assets. We do not manage client or custody accounts in house.

Risks associated with the use of financial instruments

Trading financial instruments (such as equities, bonds, investment funds and structured products) carries risk, the level of which may vary depending on the instrument being traded.


The various types of instruments and the associated risks are described in the brochure “Risks Involved in Trading Financial Instruments”, published by the Swiss Bankers Association (SBA). This brochure can be requested when opening an account with us or can be downloaded from www.swissbanking.org.

Fee information

Family office fees, set out in the Engagement Letter, are tailored to each client. It is common for fee schedules to include non-asset related costs and/or flat fees. We always negotiate the best terms with custodians and third-party providers on behalf of our clients.

Related party disclosures

We are fully independent and open to using products from any provider. The financial instruments of Banque Bonhôte & Cie SA are not automatically offered. Any retrocessions (i.e. inducements to use particular products) received from providers are remitted to clients. Sophisticated issues are processed in collaboration with market-renowned experts.

Product information

We offer an objective selection of financial products in cooperation with specialist investment firms and custodians.