Swiss Private Banking: The Complete Guide

16/06/2025 19 min

Listen "Swiss Private Banking: The Complete Guide"

Episode Synopsis

🎧 In this episode of HelvetiCash (French audio), we dive into the structured world of Swiss private banking.We rely on the private banking guide by heyneo.ch , the Swiss reference for financial comparisons.This comprehensive guide explains:• Access conditions for private banks (minimum amount, origin of funds, residence)• Differences between private banking, wealth management, and investment mandates• Fees, level of support, and customization options• Digital alternatives like Alpian, a hybrid between robo-advisor and traditional private bank• How to choose the right solution depending on your wealth, investment horizon, and need for supportA clear and factual overview to assess whether private banking is the right fit – or if another option offers a better balance between autonomy, fees, and guidance.👉 Read the full Swiss private banking guide here: https://heyneo.ch/en/expert-advice/swiss-private-banking/