Frankfurter Bankgesellschaft
Origin of Frankfurter Bankgesellschaft
Frankfurter Bankgesellschaft (Schweiz) AG is a Swiss private bank based in Zurich. The bank was founded in 1955 under the name LB (Swiss) Privatbank Ltd. and is the private bank of the Sparkassen-Finanzgruppe in Germany. Frankfurter Bankgesellschaft (Schweiz) AG has two subsidiaries, Frankfurter Bankgesellschaft (Deutschland) AG and the Family Office of Frankfurter Bankgesellschaft AG.
The sole shareholder of Frankfurter Bankgesellschaft is Landesbank Hessen-Thüringen (Helaba) based in Frankfurt. The Sparkassen-Finanzgruppe includes about 400 independent Sparkassen with total assets of around 2’000 billion Euro and 330’000 employees. The Group is one of the biggest financial institutions in the world.
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Philosophy and Strategy
The common promise of the three institutions is “stability for your wealth.” The three group companies are optimally coordinated with each other but have independent corporate goals. The customers can benefit from the respective competencies or interactions. Very individually and tailored to the client’s fortune in a very personal matter.
As «the private bank» of the largest financial group in the world, Frankfurter Bankgesellschaft is both at home in Zurich and in Frankfurt am Main, rooted in both countries – Switzerland and Germany – and closely connected with city and country, culture and society at both locations. This enables the bank to combine the best of both worlds.
As a cross-border banking group, Frankfurter Bankgesellschaft’s clients also benefit from various complementary financial services in addition to the main business areas Private Banking and Wealth Management. Together with their subsidiaries, Frankfurter Bankgesellschaft (Deutschland) AG and the Family Office of Frankfurter Bankgesellschaft AG, the bank offers a comprehensive and holistic range of services for wealthy clients in the target markets of Switzerland and Germany.
The customer relationship attaches great importance to trust, integrity, solidity, consistency, and appreciation. Frankfurter Bankgesellschaft avoids short-term or high-risk investments but offers clear guidelines, reliable customer agreements, and transparent investment processes.
Frankfurter Bankgesellschaft’s primary goal is to understand their customers accurately. The bank invests a lot of time and knowledge to plan future success.
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Services and Solutions
Premium services to meet the highest demands
Entrepreneurial oriented families rightly have high expectations of themselves and their partners. For decades – often even over generations – they have worked hard to build up a substantial amount of private and corporate wealth. They also expect first-class service and support from their bank.
It is important to preserve and increase the liquid assets so that it can be used as a pension or transferred to the next generation.
Wealth Management
Frankfurter Bankgesellschaft offers the best possible form of personal consultation with valuable and exclusive services. Care is a very important fact and a matter of good feeling, which arises out of trust. The right advisor is also very important, and good advice means also listening what the client has to say. Together with the client, the bank analyzes the goals, wishes, and possibilities to determine the personal risk appetite for the investment.
Frankfurter Bankgesellschaft provides the client with a personal advisor who will take care of the personal and family assets. As a proven expert on international securities, he provides the client with first-hand information and, if necessary, also draws on the bank’s internal specialists from Global Investments and an extensive network of partners.
Frankfurter Bankgesellschaft’s focus is on the long-term success that will help the client preserve its wealth and grow it over the years. The bank has an objective-oriented advisory process and the inclusion of historical and future capital market data, the bank will develop an individual and optimal investment strategy that meets the personal goals in every respect.
The main points of the Wealth Management are:
- Analysis of the client’s financial goals
- Determining the client’s risk appetite for the investment
- Comprehensive consulting process with state-of-the-art instruments
- Individual investment concepts involving all asset classes
- Regular discussions about the optimal administration of the client’s assets
- Cogent capital market analyzes
- Clear reporting with a detailed performance overview
- List of income flows
- Financing of residential real estate in Switzerland
Asset Management
The goal is to maintain values and secure the future. Frankfurter Bankgesellschaft is an exclusive address for international private banking and wealth management. The bank stands for the holistic consulting of private banking and wealth management clients. The portfolio managers have access to up-to-the-minute information and financial analysis. The goal is to achieve long-term capital appreciation.
Asset management strategies:
Market return-oriented strategies
Whether bonds, equities or real estate: Each capital market has its character, which manifests itself in long-term returns as well as in possible short-term fluctuations. Market-yield-oriented investment strategies calculate these long-term and short-term characteristics.
The measure of success is ultimately the comparison between the return achieved and the capital market return. But the client decides the extent of the strategic allocation. The personal risk profile defines the weighting between bonds, equities, real estate and other types of investments.
Target return-oriented strategies
The objective of a target-return-oriented investment strategy is to achieve a given return as independently as possible from the short-term fluctuations in the capital markets. The benchmark for success here is the comparison of the achieved return with the target return.
Individual investment strategies
Individual investment strategies may be composed of individual eligible securities or individual investment themes. They can also entail comprehensive investment portfolios. Funds and ETFs can be used as innovative financial instruments to meet the requirements. Derivatives such as options and futures can help to achieve individual goals or limit risks.
Risk Management
Frankfurter Bangesellschaft (Schweiz) takes a very conservative approach towards risk. The main risk the bank is exposed to is the credit riks, the liquidity riks, the market risk, the operational risk, and the reputational risk. Uniformed standards, which are periodically reviewed, identify, manage and put limits on the risks. The lending business is mainly limited to Lombard loans.
The Board of Directors is assessing the risks to which the bank is exposed and has adopted a framework concept to define the risk policy, the limits, and tolerance. The risk and activity report, which shows the most significant risks to which the bank is exposed, is presented to the Board of Directors regularly. The report shows measures and controls implemented to avoid reputational risk and financial damage.
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Added-Value Services
LLB, Vaduz bought 100 % of the share capital of LB (Swiss) Investment for 30 million Swiss francs. LB (Swiss) Investment provides services including fund management, compliance and risk management. The company is managing 51 funds with assets totaling 4.9 billion Swiss francs. The bank also dissolved the Family Office Nötzli, Mai & Partner, and integrated the company into the family office of Frankfurter Bankgesellschaft AG.
Frankfurter Bankgesellschaft was awarded from Fuchsbriefe as «Best Consultation Interview.»
Frankfurter Bankgesellschaft – Facts & Figures
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| Address | Börsenstrasse 16, 8001 Zurich |
|---|---|
| Phone | +41 44 265 44 44 |
| Website | www.franfurter-bankgesellschaft.ch |
| Year of foundation | 1994 |
| Subsidiaries | 1 |
| No. of employees | 303 |
| Rating | – |
| Chairman | Thomas Gross |
| CEO | Holger Mai |
| Eligible Regulatory Capital | 126.969 m CHF |
| Tier 1 Ratio | 23.62 % |
| Leverage Exposure | 1.160 bn CHF |
| Leverage Ratio | 10.94 % |
| Liquidity Coverage Ratio | 140 % |
| Risk Weighted Assets | 537.485 m CHF |
| Loans outstanding | 323.409 m CHF |
| Assets under Management | 5.865 bn CHF |
| Assets under Management / Employees | 19.356 m CHF |
| Net profit | 10.078 m CHF |
| Net Profit / Employees | 33’260 CHF |
| Cost / Income Cost Ratio (CIR) | 72.95 % |
| Return on Equity | 7.51 % |
| Own structured products | No |
| Foreigners accepted | Yes |
| Presence abroad | Germany |
Source: Annual Report 2021
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