Bank trusts are essential players in the wealth management space. Acting as fiduciaries, these institutions support families, individuals, and organizations with estate planning, asset protection, and long-term wealth preservation strategies.
For investment managers, identifying the right bank trust relationships (especially across international markets) can be complex. These firms often operate behind the scenes, with limited public visibility. Dakota Marketplace helps simplify the search by offering verified data, allocator context, and direct contact information, all in one place.
In this article, we are giving you a list of the top 10 bank trusts in Switzerland. To see the full list, you can view it in Dakota Marketplace.
1. Pictet
AUM: $893B
Metro: Geneva
Pictet is a Bank operating in the financial services sector. The firm is headquartered at Rte des Acacias 60, Geneva, and is associated with the Geneva metro area. Established as a Swiss multinational private bank, Pictet specializes in wealth management, asset management, and asset servicing for both private clients and institutions, while refraining from investment banking and commercial loans.
Pictet manages a substantial AUM of $893 billion. Its wealth management division oversees $280 billion in assets, while the Pictet Alternative Advisors group manages over $28 billion in alternative investments, including hedge funds, private equity, and real estate. This diversified approach positions Pictet as a significant player in the financial services industry.
2. Goldman Sachs International
AUM: $809B
Metro: Geneva
Goldman Sachs International is a Bank headquartered in Geneva. The organization manages an impressive AUM of $809,012,270,000 within the Geneva metro area. Goldman Sachs International's detailed financial services information is not available in the provided data.
3. Julius Baer Group
AUM: $500B
Metro: Zurich
Julius Baer Group is a Bank headquartered at Bahnhofstrasse 36, Zurich. Established in Switzerland, the organization offers private banking services and operates within the Zurich metro area. The firm provides investment solutions through an open architecture product platform, granting access to mutual funds, ETFs, and alternative funds managed both internally and externally. Julius Baer's global Fund Approval Board conducts fund research and approvals, offering advisory, discretionary mandates, and the implementation of ESG strategies.
Julius Baer Group manages an AUM of $500,000,000,000. The firm's Real Estate division, including subsidiary KM&P, specializes in residential and investment property solutions. It employs a team of experts to guide clients through property search, negotiation, financing, and other real estate processes. By leveraging an extensive network of specialists, Julius Baer tailors solutions to meet diverse real estate needs with precision.
4. Vontobel
AUM: $288.4B
Metro: Zurich
Vontobel is a Bank headquartered in Zurich. Established in 1924, Vontobel Holding AG has over 2,000 employees across 26 worldwide locations. The firm manages an AUM of $288.4B and operates within the Zurich metro area.
Vontobel specializes in private banking and investment management services. The firm's core focus is on providing tailored financial solutions to its clients, leveraging its extensive experience and global presence to deliver comprehensive wealth management services.
5. Zürcher Kantonalbank
AUM: $280B
Metro: Zurich
Zurcher Kantonalbank is a Bank operating in Singapore, with its office situated at 9 Raffles Place #25-03 Republic Plaza. Serving as a key regional hub, the branch caters to retail banking, corporate finance, wealth management, and digital banking services for both local and international clients. The Singapore office ensures robust customer support, offers innovative financial products, and complies with MAS regulations to support regional growth.
Zurcher Kantonalbank manages an impressive AUM of $95 billion in Singapore. The bank's strategic positioning in the financial district allows for tailored solutions and services, emphasizing compliance and innovation. With a focus on retail and corporate finance, wealth management, and digital banking, Zurcher Kantonalbank is well-positioned to meet the diverse financial needs of its clientele in the Singapore metro area.
6. J. Safra Sarasin
AUM: $197.9B
Metro: Zurich
Safra Sarasin is a Bank providing investment advice and asset management services to private and institutional clients. Established in 1841, the firm is headquartered at Elisabethenstrasse 62, Basel and operates globally with 25 locations across Europe, Asia, and Latin America. Specializing in investment, corporate finance, and financial analysis, J. Safra Sarasin caters to investment funds and offers a comprehensive range of financial services.
Safra Sarasin manages a significant AUM of $197.9B and is situated within the Zurich metro area. The firm's expertise lies in investment advisory services, asset management, and financial solutions for a diverse client base, emphasizing a global presence and a wide array of financial offerings.
7. Bank Lombard Odier & Co.
AUM: $192B
Metro: Geneva
Bank Lombard Odier & Co is a Bank headquartered at Rue de la Corraterie 11, Geneva within the Geneva metro area. The Lombard Odier Group, an independent Swiss banking group, operates in three divisions: private banking, asset management, and IT and back and middle office services for other financial institutions.
Bank Lombard Odier & Co manages a significant AUM of $192B. The firm's strategic focus includes private banking, asset management, and providing specialized IT services to financial institutions. With its base in Geneva, the bank upholds a reputation for independence and a diversified service portfolio.
8. EFG International
AUM: $143B
Metro: Zurich
EFG International is a Bank headquartered in Zurich. The organization offers private banking and asset management services, including advisory and discretionary investment management across equity, fixed income, and alternatives through EFG Asset Management and New Capital. With total AUM of $143.1B, EFG International caters to a global client base.
EFG International operates within the Zurich metro area. The firm's comprehensive suite of services encompasses private banking, asset management, and fund offerings. With a strong emphasis on tailored investment solutions, EFG International stands as a prominent player in the private banking and asset management sector.
9. CA Indosuez (Suisse)
AUM: $141.72B
Metro: Geneva
CA Indosuez (Suisse) is a Bank headquartered at Quai du General-Guisan 4, Geneva. With over 145 years of experience, the bank specializes in providing advisory services to entrepreneurs and families internationally. It offers comprehensive wealth management services, including strategy development, financing solutions, succession planning, and insurance options tailored to clients' goals, locations, and interests, particularly focusing on entrepreneurs.
CA Indosuez manages an impressive AUM of $141.74B and operates in Geneva. The bank assists clients across jurisdictions in asset management, business growth support, and succession planning while ensuring compliance with local regulations. By offering personalized strategies and services, CA Indosuez aims to help clients effectively manage their assets and plan for the future.
10. LGT
AUM: $115B
Metro: Zurich
LGT is a Bank located at Glärnischstrasse 36, Zurich. With a century-long history as a family-run private bank, LGT specializes in managing assets for families and companies worldwide. The firm's investment strategies are built on traditional values, systematic processes, modern portfolio theories, and thorough financial and data analyses.
LGT oversees an impressive AUM of $115 billion and is situated in the Zurich metro area. Clients entrust their assets to LGT due to its commitment to time-tested practices and cutting-edge financial analyses, making it a trusted partner for global asset management.
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