Switzerland for Private Banking: Relationship Tiers, Ticket Sizes, and How to Qualify

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Last updated: 2025-08-23 Source: WealthShield Author:Daniel White
intro:A candid look at modern Swiss private banking—who it suits and what the banks expect in 2025. Positioning: discretion, advisory depth, multi-booking centers. Thresholds: typical AUM ranges for PB/UBS/Credit Suisse successor units (verify latest). K

A candid look at modern Swiss private banking—who it suits and what the banks expect in 2025.

  • Positioning: discretion, advisory depth, multi-booking centers.
  • Thresholds: typical AUM ranges for PB/UBS/Credit Suisse successor units (verify latest).
  • KYC & Suitability: risk profiling, investment experience, tax residence proof.
  • Fee Models: advisory vs. discretionary; performance fees; custody.
  • Portfolio Onboarding: staged funding, test trades, reporting cadence.
  • Alternatives: Monaco, Luxembourg, Liechtenstein. FAQ:
  • Can non-EU residents qualify? Yes, with higher AUM and clearer tax posture.
  • Account in absentia? Limited; relationship meeting usually required. Editor’s Note: Prepare a consolidated wealth file before first call. Tags: Switzerland, Private Banking, AUM, Discretionary Mandate
Daniel White

About the Author

Daniel White – Financial & Banking Correspondent at WealthShield Asia
Daniel covers offshore/private banking and cross-border tax strategies, translating regulatory shifts into practical playbooks for HNWIs and family offices.

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