CBH Bank – Compagnie Bancaire Helvétique
Origin of CBH Bank – Compagnie Bancaire Helvétique
CBH Compagnie Bancaire Helvétique SA was established as a brokerage company 1975 in Geneva. In 1991 they received the banking license. The Benhamou family controls the bank. The CBH Bank has a branch in Zurich and subsidiaries in Nassau, London, and Hong Kong. Additionally, they have representative offices in St. Moritz and Tel Aviv. CBH’s fund company is called 1618 Investment Funds and is located in Luxembourg.
Do you have a bank account with this Bank? Do you wanna open a Bank Account with this Bank?
🎞️ Then you must watch the following Video first:
Philosophy and Strategy
At the heart of the CBH Bank is a healthy and prosperous relationship with their clients. The CBH Bank is family owned and ensures, therefore, a long-term perspective. The bank’s emphasis is on discretion, integrity, and continuity. Compagnie Bancaire Helvétique (CBH) is independent and free of any conflict of interest. The CBH Bank is financially independent and utterly autonomous in their decision-making process. The advice of CBH is unbiased, trusted and independent.
The open architecture in the investment process is a guarantees transparency in the cost of transactions, the decision-making and the risk.
Do you know that we are the only one worldwide that Analyse all Swiss Private Banks annually?
► Here you can find all Swiss Private Banks
We even created a Study about Swiss Wealth Management Firms and why you not should trust blindly Top Rankings in Financial Magazines.
Services and Solutions
Wealth Management: Private Banking means the protection and the growth of the client’s wealth. For the CBH Bank a unique relationship is based on trust, and therefore CBH is a trusted partner for the client. The aim is to provide creative services and solutions.
The services of CBH Compagnie Bancaire Helvétiquei SA are:
- Portfolio Management
- Credit and Banking Services
- Wealth and Tax Planning
- External Asset Managers and
- Online Banking services, CBH-Online
The Portfolio Management includes the discretionary mandates and the investment advisory.
The Credit and Banking Services include:
Lombard loans where the client’s assets are pledged based on their collateral value.
Fully collateralized letters of credit to secure companies their international trade transactions, by offering trade service products like letters of credit and guarantees.
Financing solutions; established contacts with financing banks and mortgage brokers allow CBH Bank to assist their clients with mortgage and real estate financing as well as yacht and aircraft financing.
The Wealth and Tax Planning offer asset protection, financial planning, retirement planning and succession planning.
Trading: CBH offers transparent and efficient execution services. The trading desk is open during European and North American trading hours. The desk covers all the major products, like equities, bonds, forex, options futures, commodities and listed and structured derivative products.
For External Asset Managers, CBH is a secure independent bank which offers three booking centers, Switzerland, the Bahamas and the United Kingdom. CBH provides External Asset Managers with a high level of service that guarantees rapidity and top quality.
CBH Bank-Online offers a global overview of the assets and trading access.
Asset Management: CBH Bank provides their clients with a wide range of investment products. The investment approach is based on four main principles; transparency, flexibility, discipline and influential ideas. CBH discretionary mandates can be traditional or thematic and customized mandates. 1618 Funds SICAV offers six in-house investment funds. CBH has a robust research team that helps advisors and clients in their investment decisions.
Family Office & Advisory: CBH Bank provides their clients with services that encompass all the aspects of their wealth and their family needs. The facilities include wealth and tax planning, private investments, corporate advisory and private office.
CBH does not invest for their own account and only lends money if collateralized assets pledge the loan.
The Board of Directors is responsible for the oversight and the implementations of the risk framework.
The bank takes a prudent approach to the established risk management principles. The bank sets limits as part of its risk management approach.
CBH Bank is not significantly exposed to interest rate risk, and credit risks are limited and continuously monitored. Collateral generally pledges customer credits. The counterparty risk is checked daily.
The currency exposure is monitored on a day-to-day basis.
“How can you be sure to have chosen the Best Swiss Private Bank among over 200 private banks?”
We find the best private bank for you.
Call us now +41 44 212 4404
Are you interested in First-Class Information about Private Banking?
Do you want an inside look behind the Secrets of Private Banks?
Then you should sign up in our Private Banking Letter
Mr. Caputo send you personally only from time to time the useful Information that can you save Millions.
In January 2018 CBH bought Miami’s Brickell Bank with a balance sheet of roughly USD 500 million and a shareholder’s equity of USD 28 million. This purchase follows a series of deals including the acquisition of the troubled Banque Privée Espirito Santo in Lausanne, TTG Limited in Hong Kong and FIBI Bank in Zurich.
CBH publishes a quarterly and a weekly report. The Quarterly Insight highlights the medium-term macro view for the major markets, like commodities, debt, foreign exchange, and equities. The Weekly Insight is published every Monday and provides major market data and highlights the recent buy and sell recommendations in bullet-point format.
CBH has a partnership with the following three cultural institutions:
- The Musées d’art et d’histoire in Geneva
- ART for The World and
- Biennale Images in Vevey
CBH Bank – Compagnie Bancaire Helvétique – Facts & Figures
(Rotate your Mobile Phone for optimal Table-View)
|Address||Boulevard Emile-Jacques-Dalcroze 7, 1211 Geneva|
|Phone||+41 22 839 01 00|
|Year of foundation||1975|
|No. of employees||230|
|Eligible Regulatory Capital||236.692 m CHF|
|Tier 1 Ratio||27.30 %|
|Leverage Exposure||3.462 bn CHF|
|Leverage Ratio||6.84 %|
|Liquidity Coverage Ratio||506 %|
|Risk Weighted Assets||867.151 m CHF|
|Loans outstanding||1.470 bn CHF|
|Assets under Management||11.0 bn CHF|
|Assets under Management / Employees||47.826 m CHF|
|Net profit||15.554 m CHF|
|Net Profit / Employees||67’626 CHF|
|Cost / Income Cost Ratio (CIR)||71.78 %|
|Return on Equity||6.14 %|
|Own structured products||No|
|Presence abroad||Nassau, London, Hongkong, Tel Aviv, Sao Paulo|
Source: Annual Report 2021
We are a fully independent boutique law firm. That’s why we don’t have any cooperation agreements with the banks.
Few banks do not disclose their Annual Reports to the public. Therefore, we collected reliable information on a best-efforts basis. We renounced to collecting information from unreliable sources. Until today, Swiss law does not impose the duty of publication to the banks as it is the case in the EU. Therefore, for a few banks, the information from the annual reports was not summarized and published.
There are some smaller banks without a rating. It makes no sense for them to apply for a rating because they are not involved in the lending business. If the bank has no rating, it’s not automatically a negative point. There are excellent private banks without a rating.
If you want results in private banking do the first step now and call us.
One hour after your first call we accompany you in the bank solving your issue.
We act faster than any other big law firm in Zurich.
Get answers now +41 44 212 44 04 or write us an E-Mail.
Who is Enzo Caputo?
► ► ► Click here and learn more about
the Tax Attorney & Financial Lawyer No.1