Privatbank IHAG Zürich
Origin of Privatbank IHAG Zürich
Privatbank IHAG Zürich AG was founded in 1949 and has clear family roots. The founder is Emil Georg Bührle, a global industrialist. The bank was established to support the financial activities of the different companies of Mr. Bührle.
IHFS Holding AG owns 100 % of the capital of Privatbank IHAG Zürich AG. IHFS Holding is owned by Carol Franz-Bührle and family 20% and Gratian Anda and family 80%.
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
IHAG has always been more than a conventional private bank and is today a universal bank offering their clients a comprehensive range of financial products.
IHAG operates on all the world’s key financial markets on behalf of their clients.
IHAG is the client’s bank, and they share the client’s values.
IHAG is a niche player in wealth management in the Zurich-Stuttgart-Vienna triangle.
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
Privatbank IHAG Zürich’s businesses are the portfolio management and trading but also the lending business.
Privatbank IHAG Zürich offers a wide range of private banking services which are aimed at wealthy individuals as well as young assets that are in a dynamic growth phase. The welfare of their clients is central, and trust and responsibility are the foundations of any relationship.
For each client, a personal investment strategy is drawn up, which determines how the client’s assets are managed. The client can leave the management entirely to Privatbank IHAG Zürich, or he can count on professional investment advice and make the decisions himself. The final pieces in the strategic puzzle are the risk acceptance and the risk tolerance.
Other services offered are family office, pension planning, and advice on consolidating the client’s assets.
Lending has been an essential part of IHAG’s business since the start in 1949. The lending business is growing steadily thanks to the wide choice of products Privatbank IHAG Zürich offers and the long-term strategy.
IHAG offers Lombard loans, mortgages, business loans and surety loans.
Pension provision is an integral part of the wealth planning.
IHAG’s partner is Liberty Pension Ltd based in Schwyz. Together they will support the client with personal and occupational pension decisions.
Privatbank IHAG Zürich is a member of SIX Swiss Exchange and EUREX exchange. The bank has an efficient order processing and offers the best possible service. IHAG has a global stock market presence and is very professional.
Privatbank IHAG Zürich offers:
- Worldwide securities trading; equities, bonds, derivatives and investment funds
- Foreign exchange and precious metals trading; option, futures, swaps, spot and forward transactions
- Money market transactions; fixed-term deposits, fiduciary deposits, and derivatives
IHAG Privatbank Zürich AG offers two investment funds to their clients.
- Global equity fund: IHAG Global Equity fund investing in equities worldwide
- Bond fund: IHAG Flex Income, investing predominantly in euro-denominated bonds with an investment grade rating.
Independent Asset Managers:
Privatbank IHAG Zürich is a reliable partner for independent asset managers. The office of the independent asset manager team is directly attached to the securities trading and therefore offers the fastest possible market access.
The offered services are the same as for the bank’s clients.
The Board of Directors is responsible for the overall risk policy and sets appropriate limits to the different risk categories.
The risk management identifies, measures and evaluates the risks. This task is the responsibility of the Executive Board. Privatbank IHAG Zürich’s primary businesses are service, commission, and lending as well as proprietary trading in foreign exchange and securities. The main risks, therefore, are the credit default risk, the interest rate risk, the market risk, the liquidity risk, the operations risk and the legal and compliance risk.
Investments with other banks and in money market instruments are made within limits set by the Board of Directors. The counterparties are of high-quality which also reduces the default risk.
The credit risk to clients is limited and is checked by the lending department and the client advisor daily.
Interest rate risks are managed centrally by the Treasury Department. The modern IT infrastructure allows IHAG to perform simulations and stress test to monitor and measure interest rate risks.
IHAG sets limits for the trading. Each position and each trader have his limits, and the positions are marked to market daily. Derivatives are used for trading and hedging purposes.
“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?
- Learn how bankers sometimes have to lie to you
- Discover how Club Deals work
- Take advantage of the 30 years of Professional Experience of Mr Caputo
- Learn from the mistakes of others who lost millions over-night
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.
A non-performing loan to a now insolvent client resulted in a loss of CHF 2 million and therefore lowered the net income compared to 2016.
Privatbank IHAG Zürich has a wide range of interests, both cultural and business. Fine music and art are the audible and visible expressions of IHAG’s corporate culture.
IHAG has two foundations, the E.G., Bührle Collection with a vast collection of impressionists and the Géza Anda Foundation which supports young pianists.
IHAG offers two different publications, a weekly market watch, and the quarterly market report. Both can be subscribed by e-mail.
Privatbank IHAG Zürich – Facts & Figures
(Rotate your Mobile Phone for optimal Table-View)
|Address||Bleicherweg 18, 8022 Zurich|
|Phone||+41 24 205 11 11|
|Year of foundation||1949|
|No. of employees||82|
|Eligible Regulatory Capital||132.471 m CHF|
|Tier 1 Ratio||24.44 %|
|Leverage Exposure||1.612 bn CHF|
|Leverage Ratio||8.16 %|
|Liquidity Coverage Ratio||154 %|
|Risk Weighted Assets||538.217 m CHF|
|Assets under Management||4.5 bn CHF|
|Assets under Management / Employees||54.878 m CHF|
|Net profit||5.980 m CHF|
|Net Profit / Employees||72’926 CHF|
|Cost / Income Cost Ratio (CIR)||112.50 %|
|Return on Equity||–|
|Own structured products||No|
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