A long-term perspective: the combined approaches of our three business lines

In these uncertain times, clients’ needs are evolving but one consistent priority is having a reliable support structure. Find out how the support we provide to our different families of clients puts this responsibility into practice on a daily basis.

Support at times of uncertainty: a shared responsibility

Geopolitical uncertainties, market volatility and economic transformations make it all the more important to have a solid framework. Supporting our clients is not just about offering solutions but about assuming a long-term responsibility to protect, anticipate and act with discernment. Dependability and solidity are reflected across all our activities and form the central theme of our annual report, Portrait 2026. They become a tangible reality through the combined approaches of our three business lines.

Private clients: finding simple, comprehensible solutions

For private clients, managing complex issues is critical. In an unstable environment, the need for greater clarity, consistency and long-term visibility is increasing. As described in Portrait 2026, this approach is based on key strategic choices: portfolio diversification, rigorous risk management, and the gradual integration of sustainability considerations. The solutions we offer place particular importance on simplicity and transparency. We focus on a personalised approach, not standard investment strategies. Proximity, the stability of our teams, and advancing our clients’ financial understanding ensure that every decision fits within a comprehensive approach to wealth management.

Trust is built through transparent decisions, rigorous risk management and a long-term perspective in our relationship with our clients. Luc Rodesch, Head of Private Banking

Asset management professionals: a combination of precision and agility

For institutional clients, trust relies on operational expertise. In an increasingly complex regulatory and technical environment, the quality of execution, reliability and a fast response are critical.
As illustrated in Portrait 2026, we adopt a bespoke approach, in marked contrast to the increasing standardisation generally seen on the market. We are differentiated by having dedicated teams, closely coordinating relevant areas of expertise and ensuring that we gain a thorough understanding of each client’s particular situation. Continually improving our tools and processes, especially through digitalisation, is integral to this approach, as is the strengthening of our teams and skills.

The client is at the heart of our priorities, with agile, reliable and sustainable support. Florence Winfield-Pilotaz, Head of Asset Servicing

A single guiding principle: consistency and responsibility

The diversity of our business lines converges in a shared conviction: in an uncertain world, solidity cannot be decreed, it is built over time. Whether in wealth management, supporting businesses or providing services to institutional clients, a single guiding principle prevails – that we offer clear, sustainable and responsible solutions.
This approach is also reflected in a broader strategy, notably through our commitment within the B Corp community, which structures our initiative to deliver continuous improvement and measurable impact.

Reading beyond the figures

The figures, activities and areas of expertise reflect the reality of a model built for the long term that is capable of adapting without compromising on its core principles. Find out more in Portrait 2026 where our approach is described in greater detail. But beyond this overview, a single ambition shines through, namely supporting every client to the highest standards in an environment of ever-shifting challenges.

Explore Portrait 2026

The full version is available on our website and a printed copy can be obtained from your adviser or you can pick one up in our branches.