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.
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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.
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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
- Trading
- 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.
Risk Management
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.
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Added-Value Services
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
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| Address | Boulevard Emile-Jacques-Dalcroze 7, 1211 Geneva |
|---|---|
| Phone | +41 22 839 01 00 |
| Website | www.cbhbank.com |
| Year of foundation | 1975 |
| Subsidiaries | 5 |
| No. of employees | 230 |
| Rating | – |
| Chairman | Thierry Weber |
| CEO | Philippe Cordonier |
| 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 |
| Foreigners accepted | Yes |
| Presence abroad | Nassau, London, Hongkong, Tel Aviv, Sao Paulo |
Source: Annual Report 2021
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