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Wegelin & Co. Privatbankiers

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Wegelin & Co. Privatbankiers

Overview:

Founded in 1741, Wegelin & Co. is Switzerland's oldest bank. As a limited partnership, it is one of the few remaining Swiss private banks whose partners have unlimited liability. This legal status - based on the principles of autonomy and personal responsibility - characterizes the business of Wegelin & Co. to a considerable degree.

We are expanding our presence throughout the country to offer our clients high-quality service at convenient locations. We view ourselves as a partner for clients who appreciate personal and long-lasting banking relationships.

We specialize in developing customized wealth management and retirement planning solutions for our clients. We aim to win our clients' trust through sincere, personal and tailor-made advice. A long-term, holistic approach and confidentiality in all relations with our clients are of paramount importance.

The needs of our clients and, in particular, their risk/return profile have top priority when it comes to selecting investment products. Our recommendations are made regardless of whether the products are ours or those of a third party. We are consciously expanding our leading position in the business with structured products and continuously incorporate the latest know-how into our product range. We systematically invest in financial expertise and efficient information technology and maintain close ties with the University of St. Gallen.

When it comes to risk management, we use state-of-the-art methods and instruments. Our client reporting is certified according to SPPS (Swiss Performance Presentation Standards) and GIPS (Global Investment Performance Standards).

KEY Facts:

Established 1741
Employees 300
Partners     Dr. Otto Bruderer
    Dr. Konrad Hummler
    Dr. Stefan Tolle
    Michele Moor
    Dr. Mayne Orgland
    Christian Hafner
    Dr. Adrian Künzi
    Dr. Christian Raubach
    Wegelin & Co. AG, St. Gallen (limited partner)

Swift/BIC: wegech2g

Postal account: 90-134-4

Clearing Bank No: 8765

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