Banque BonhĂ´te & Cie SA 200 years shaping the future
BONHÔTE BANK
Banque Bonhôte & Cie SA, founded in 1815, boasts a long tradition of expertly managing financial investments and wealth in general. Relationships with clients – ever our focus – are built on trust and excellence of service. Our human dimension endows our operations with efficiency and flexibility, and we lose no time in acting whenever volatility flares up in the market. We are small enough to maintain close relationships with each and every one of our clients. Again, trust and impeccable service are the watchwords.
Private banking – our core business Closeness is one of our core values. Our advisors meet regularly with clients, becoming properly acquainted with their backgrounds, expectations and requirements and assisting them in all areas of financial and property investing. Tax, legal and inheritance considerations are taken into account in every decision. In addition to individuals, we serve institutional clients and independent financial advisors. We also have a unit offering legal and tax-related services and solutions.
Our shareholder base, composed of individuals who are chiefly Bank executives or other staff, is the embodiment of independence, guaranteeing the long-term stability required for operations. Momentum from two banking traditions The Bonhôte family began managing the Bank in the 19th century, establishing a business culture in which mutual bonds of trust predominate with each client. In 1992, Jean Berthoud, whose own banking heritage dates back to 1785, restored Bonhôte’s privatebanking dimension after he and a group of partners acquired all the share capital. He took the helm as CEO of the Bank, becoming Chairman of the Board in 2014 when Yves de Montmollin was appointed CEO. The executive team consists of Yves de Montmollin, Jean-Paul Jeckelmann, Olivier Vollenweider and Robin Richard.
Investment philosophy Even more than providing a comprehensive suite of wealth management services, we seek to build a privileged relationship with each of our clients aimed at fully achieving their objectives. Our managers are all specialists in their own field and will also call into play the Bank’s other services and network resources to provide a coherent, global management process. In order to clarify your wealth-management expectations and offer you the most appropriate advice, we will review your family and professional situation from tax and estate-planning angles. Taking the long view, we believe firmly in the virtues of active and personalised management which, combined with alternative strategies, can reduce portfolio volatility.
200 YEARS SHAPING THE FUTURE
Sustainability and ethical business Bonhôte is a founding member of Swiss Sustainable Finance, which aims to foster the integration of sustainability and ethical principles in asset management and to promote Switzerland as the global centre for sustainable financial services. We are also particularly mindful of our ecological footprint, and we offer clients responsible-investment mandates that take into account environmental, social and governance (ESG) criteria in the selection process.
Lausanne, since 2016. Lausanne is a meeting point between the Lake Geneva area and Neuchâtel. It shares the Bank's love for a ‘job well done’ as well as emphasis on expertise and trailblazing spirit. Farming and wine-making – an important part of life in both regions – embody an attachment to the values of working the land. Bonhôte Services SA Bonhôte Services offers legal and tax solutions to protect and preserve your personal wealth and business assets. Solutions are planned with you personally in mind, adapted to your specific circumstances and requirements. Bonhôte Fund Solutions
Locations Neuchâtel, our head office. An intricate relationship has gradually built up between Banque Bonhôte and its home city of Neuchâtel. The ties that bind us derive from our in-depth knowledge of the economic, legal and tax environment of regional investors and our ability to meet their specific needs.
Bonhôte Fund Solutions is a state-of-the-art service dedicated to identifying and sharing top fund-investment opportunities. It creates true value in the form of an investment community that pools the fund-selection expertise of the Bank and several of its institutional partners. Bonhôte Fund Solutions is driven by a philosophy that champions boutique funds over large institutions and favours active over passive management. The products selected by Bonhôte Fund Solutions are offered exclusively to our clients. A selection is available to institutional investors in Switzerland.
Bienne, since 2002. Our presence in Bienne reaffirms our commitment to regional development and to maintaining personal client contacts at the heart of our approach. Geneva, since 2009. Our office in Geneva exemplifies our penchant for proximity. We want to be near clients residing in or visiting a city that has benefited fully from its endowments as an international financial hub while remaining deeply attached to its Swiss identity. Bern, since 2012. Situated on the Place du Théâtre, under the benevolent gaze of the famous Zytglogge clock tower in the heart of town, our premises provide an exceptionally beautiful setting in which to receive our clients.
Bonhôte-Immobilier Bonhôte-Immobilier is an investment fund under Swiss law investing in high-grade real property. Assets currently amount to over CHF 920 million. The fund aims to build up a stable portfolio paying aboveaverage returns. Because Bonhôte-Immobilier invests directly in property, unit holders are exempted from income and wealth tax in regard to the fund.