About Private Client Partners
Private Client Partners is a company based in Zurich (Switzerland) founded in 1998 was acquired by Bonhote in July 2020.. Private Client Partners offers products and services including Wealth Management Service, Asset Consolidation, and Securities Accounting. Private Client Partners operates in a competitive market with competitors including Investec, FNZ, UBS, S&P Global and Bank of America, among others.
- Headquarter Zurich, Switzerland
-
Sectors
Financial Services
-
Phone
*********
-
Website
*********
- Legal Name Banque Bonhôte & Cie Sa
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
- Investors
-
Employee Count
Employee Count
-
Acquired by
Bonhote
(Jul 02, 2020)
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
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. 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.
Provides personalized advice for managing personal finances
Handles consolidation and bookkeeping of client assets
Manages accounting for securities and investments
Funding Insights of Private Client Partners
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Private Client Partners
Private Client Partners has secured backing from 1 investor. Prominent investors backing the company include Banque Bonhôte. 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 |
|---|---|---|---|---|
|
Banque Bonhôte is recognized as a Swiss private bank specializing in wealth management and financial planning.
|
Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
|
Founded Year | Domain | Location | |
|
Startup ecosystems are ignited through strategic investments by Signite Partners.
|
Founded Year | Domain | Location | |
|
Venture capital is directed toward companies in multiple sectors.
|
Founded Year | Domain | Location | |
|
Venture capital is invested in cybersecurity, fintech, and AI startups.
|
Founded Year | Domain | Location |
Investments & Acquisitions by Private Client Partners
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
Financial Statements - Private Client Partners
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Private Client Partners Comparisons
Competitors of Private Client Partners
Private Client Partners 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 Investec, FNZ, UBS, S&P Global and Bank of America, 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 |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
|
|
| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
|
|
| domain | founded_year | HQ Location |
Financial services are provided globally by UBS for wealth management.
|
|
| domain | founded_year | HQ Location |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
|
|
| domain | founded_year | HQ Location |
Commercial banking and asset management services are offered worldwide.
|
|
| domain | founded_year | HQ Location |
Provider of asset management, pensions, financial planning, health insurance, and mortgages
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Frequently Asked Questions about Private Client Partners
When was Private Client Partners founded?
Private Client Partners was founded in 1998.
Where is Private Client Partners located?
Private Client Partners is headquartered in Zurich, Switzerland.
What does Private Client Partners do?
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.
Who are the top competitors of Private Client Partners?
Private Client Partners's top competitors include Investec, Goldman Sachs and S&P Global.
What products or services does Private Client Partners offer?
Private Client Partners offers Wealth Management Service, Asset Consolidation, and Securities Accounting.
Who are Private Client Partners's investors?
Private Client Partners has 1 investor. Key investors include Banque Bonhôte.