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
Locked
-
Website
Locked
- Legal Name Banque Bonhôte & Cie Sa
-
Annual Revenue
Not available
-
Net Profit
Not available
-
EBITDA
Not available
-
Latest Funding Round
Not available
- Investors
-
Employee Count
Not available
-
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.
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
Detailed funding history for Private Client Partners
Round names, dates, amounts, investors, and valuation history require an active premium plan.
- Round names and dates
- Funding amounts
- Participating investors
- Valuation history
Verified entity values are shown only after access is granted.
Investors in Private Client Partners
Private Client Partners has secured backing from 1 investor. Prominent investors backing the company include Banque Bonhôte.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Banque Bonhôte is recognized as a Swiss private bank specializing in wealth management and financial planning.
|
Locked | Locked | Locked |
Investor details for Private Client Partners
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
- Investor locations
- Funding rounds
- Participation history
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Private Client Partners
Investment portfolio details for Private Client Partners
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
Verified entity values are shown only after access is granted.
Financial Statements - Private Client Partners
Detailed financials for Private Client Partners
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
Verified entity values are shown only after access is granted.
Private Client Partners Comparisons
Peer comparison for Private Client Partners
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
- Funding comparison
- Operating benchmarks
Verified entity values are shown only after access is granted.
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.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| Locked | Locked | Locked |
Global banking, investment, and wealth management services are offered worldwide.
|
|
| Locked | Locked | Locked |
Wealth management solutions are delivered for asset managers.
|
|
| Locked | Locked | Locked |
Financial services are provided globally by UBS for wealth management.
|
|
| Locked | Locked | Locked |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
|
|
| Locked | Locked | Locked |
Commercial banking and asset management services are offered worldwide.
|
|
| Locked | Locked | Locked |
Provider of asset management, pensions, financial planning, health insurance, and mortgages
|
Detailed competitors of Private Client Partners
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
- Operating metrics
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on Private Client Partners
Complete news archive for Private Client Partners
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
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 Investec, Goldman Sachs and S&P Global.
Private Client Partners offers Wealth Management Service, Asset Consolidation, and Securities Accounting.
Private Client Partners has 1 investor. Key investors include Banque Bonhôte.