About Private Client Partners
Private Client Partners is a Financial Services company based in Zurich (Switzerland) founded in 1998, and was acquired by Bonhote in July 2020. Auditing, legal, tax, investment, and business consulting services are offered. Private Client Partners offers products and services including Wealth Management Service, Asset Consolidation, and Securities Accounting. Its focus areas include Asset Management and Diversified. Its legal entity is Banque BonhĂ´te & Cie SA. Its competitors include UBS, Swiss Life and Credit Suisse.
Company details
Private Client Partners was founded in 1998 in Zurich, Switzerland, where operations are based. Services in auditing, legal advisory, tax compliance, investment management, and business consulting are provided to clients. The firm focuses on professional services within the financial and advisory sector, supporting private clients through domain-specific expertise accessible via privateclientpartners.ch. Activities are centered in Switzerland, addressing needs in regulatory and financial planning areas.
- Headquarters Zurich, Switzerland
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website privateclientpartners.ch/de
- Acquired by Bonhote (Jul 2020)
- Legal Name Banque Bonhôte & Cie Sa
- Investors
- Acquired byBonhote
(Jul 2020)
Products & Services of Private Client Partners
Private Client Partners offers a comprehensive portfolio of products and services, including Wealth Management Service, Asset Consolidation, and Securities Accounting.
Provides personalized advice for managing personal finances
Handles consolidation and bookkeeping of client assets
Manages accounting for securities and investments
Investors in Private Client Partners
Private Client Partners has secured backing from 1 investor. Prominent investors backing the company include Banque BonhĂ´te.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Banque Bonhôte is recognized as a Swiss private bank specializing in wealth management and financial planning. | bonhote.ch | Neuchâtel, Switzerland |
Investor details for Private Client Partners
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Timeline of Private Client Partners
2 dated milestones of Private Client Partners across 22 years, from founding to its latest funding, stage changes and deals.
- Founded Private Client Partners is founded.
- Exit Acquired by Bonhote.
Competitors of Private Client Partners
Private Client Partners has 3 listed competitors in our database. They include UBS, Swiss Life and Credit Suisse.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| ubs.com | 1862 | Zurich, Switzerland | 62,537 | Financial services are provided globally by UBS for wealth management. | ||
| swisslife.com | 1857 | Zurich, Switzerland | 8,000 | Provider of asset management, pensions, financial planning, health insurance, and mortgages | ||
| credit-suisse.com | 1856 | Zurich, Switzerland | 37 | Wealth management, asset management, and investment banking services are offered. |
Detailed competitors of Private Client Partners
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Related news about Private Client Partners
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Frequently Asked Questions about Private Client Partners
Private Client Partners was founded in 1998.
Private Client Partners is headquartered in Zurich, Switzerland.
Private Client Partners was founded in 1998 in Zurich, Switzerland, where operations are based. Services in auditing, legal advisory, tax compliance, investment management, and business consulting are provided to clients. The firm focuses on professional services within the financial and advisory sector, supporting private clients through domain-specific expertise accessible via privateclientpartners.ch. Activities are centered in Switzerland, addressing needs in regulatory and financial planning areas.
Private Client Partners's top competitors include UBS, Credit Suisse and Swiss Life.
Private Client Partners offers Wealth Management Service, Asset Consolidation, and Securities Accounting.
Private Client Partners has 1 investor. Key investors include Banque BonhĂ´te.
Private Client Partners operates through Banque BonhĂ´te & Cie Sa.
Yes. Private Client Partners was acquired by Bonhote in July 2020.