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
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Website
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- Legal Name Banque Thaler Sa
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Banque Thaler
Banque Thaler has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include CA Indosuez Wealth. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Provider of wealth management services
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by Banque Thaler
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Banque Thaler
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Banque Thaler Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Bank offering diversified financial services
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Provider of wealth management services
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A full-service stockbroker offering diverse investment options in India.
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| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Banque Thaler
Frequently Asked Questions about Banque Thaler
Where is Banque Thaler located?
Banque Thaler is headquartered in Switzerland.
What does Banque Thaler do?
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.
Who are the top competitors of Banque Thaler?
Banque Thaler's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Banque Thaler offer?
Banque Thaler offers Discretionary Portfolio Management, Advisory Portfolio Management, and Hedge Fund Selection.
Who are Banque Thaler's investors?
Banque Thaler has 1 investor. Key investors include CA Indosuez Wealth.