Banque Thaler
About Banque Thaler
Banque Thaler is a company based in Switzerland was acquired by CA Indosuez Wealth in April 2025. Banque Thaler offers products and services including Discretionary Portfolio Management, Advisory Portfolio Management, and Hedge Fund Selection. Banque Thaler operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice, among others.
- Headquarter Switzerland
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Sectors
Financial Services
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Phone
Locked
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Website
Locked
- Legal Name Banque Thaler Sa
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Latest Funding Round
Not available
- Investors
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Employee Count
Not available
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Acquired by
CA Indosuez Wealth
(Apr 04, 2025)
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Products & Services of Banque Thaler
Banque Thaler offers a comprehensive portfolio of products and services, including Discretionary Portfolio Management, Advisory Portfolio Management, and Hedge Fund Selection.
Service for managing client investments based on expertise and risk controls.
Provides customized advice on financial markets and investment decisions.
Expert selection of hedge funds for diversified client portfolios.
Funding Insights of Banque Thaler
Detailed funding history for Banque Thaler
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Investors in Banque Thaler
Banque Thaler has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include CA Indosuez Wealth.
| Investor | Description | Founded Year | Domain | Location |
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Provider of wealth management services
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Locked | Locked | Locked |
Investor details for Banque Thaler
Investor domains, locations, round participation, and complete history require an active premium plan.
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Investments & Acquisitions by Banque Thaler
Investment portfolio details for Banque Thaler
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Financial Statements - Banque Thaler
Detailed financials for Banque Thaler
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Banque Thaler Comparisons
Peer comparison for Banque Thaler
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
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Competitors of Banque Thaler
Banque Thaler operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Business consulting services are provided to banks and lending institutions.
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| Locked | Locked | Locked |
HR, insurance, and liability services are provided by Alera Group.
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| Locked | Locked | Locked |
Bank offering diversified financial services
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| Locked | Locked | Locked |
Provider of wealth management services
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| Locked | Locked | Locked |
A full-service stockbroker offering diverse investment options in India.
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| Locked | Locked | Locked |
M&A advisory, capital markets, and wealth management services are offered.
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Detailed competitors of Banque Thaler
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Latest news on Banque Thaler
Complete news archive for Banque Thaler
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Frequently Asked Questions about Banque Thaler
Banque Thaler is headquartered in Switzerland.
Banque Thaler functions as a Swiss private bank focused on the financial sector. Wealth management services, including investment advisory and asset allocation, are delivered to individual and institutional clients. Operations are centered in Switzerland, with the domain banquethaler.ch supporting online access. Core activities encompass portfolio management and financial planning, tailored to the local regulatory environment. No founding year is specified in available records.
Banque Thaler's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Banque Thaler offers Discretionary Portfolio Management, Advisory Portfolio Management, and Hedge Fund Selection.
Banque Thaler has 1 investor. Key investors include CA Indosuez Wealth.