Patrimonio & Private Banking

Private Banking & Gestione Patrimoniale in Svizzera

Virtual Office Zug mette in contatto clienti qualificati con le più prestigiose banche private svizzere — UBS, Julius Baer, Pictet, Lombard Odier e Rothschild — per la gestione della tesoreria, la strutturazione patrimoniale e la protezione degli asset.

Richiedere un'introduzione al Private Banking Scoprire i nostri partner bancari

CHF 1M+
Typical minimum AUM for Swiss private banking

5
Prestigious banking partners — UBS · Julius Baer · Pictet · Lombard Odier · Rothschild

4–8 weeks
Average timeline from introduction to account opening

Perché la Svizzera

Perché gestire il vostro patrimonio in Svizzera

Political & economic stability

Switzerland has maintained neutrality and financial stability for over 200 years.

Banking confidentiality

Swiss law provides one of the strongest legal frameworks for client confidentiality.

Asset protection

Swiss private banks offer unparalleled asset protection through diversification and sophisticated structuring.

Currency strength

The Swiss franc is one of the world's most stable reserve currencies.

Il nostro impegno

Un'introduzione discreta e personalizzata presso le migliori banche svizzere

Facciamo il lavoro preparatorio — relazione, documentazione, preparazione del profilo — perché il vostro primo incontro con la banca sia già su basi solide.

I nostri partner

Le più prestigiose banche private svizzere

UBS Private Banking
World's largest wealth manager
Ideal forIdeal for UHNWI, family offices, international entrepreneurs, high-volume transactions
LanguagesEnglish · German · French
ServicesInvestment management · estate planning · lending · philanthropy
Min: from CHF 2 million
Julius Baer
Pure-play private bank · founded 1890 · 60+ locations worldwide
Ideal forIdeal for entrepreneurs, executives and international clients
LanguagesEnglish · German · French
ServicesDiscretionary mandates · advisory · structured products
Min: from CHF 1 million
Pictet
Independent · employee-owned since 1805
Ideal forIdeal for family offices, foundations and long-term wealth preservation
LanguagesEnglish · French · German
ServicesWealth management · asset management · alternative investments
Min: from CHF 1 million
Lombard Odier
Independent · founded 1796 · pioneer in sustainable investing
Ideal forIdeal for entrepreneurs, sustainable investors and family wealth
LanguagesEnglish · French · German
ServicesSustainable portfolios · next-gen planning · wealth management
Min: from CHF 1 million
Rothschild & Co
200+ years of history · truly independent
Ideal forIdeal for ultra-high net worth individuals with complex international structures
LanguagesEnglish · French · German
ServicesWealth management · M&A advisory · complex structuring
Min: from CHF 5 million

Il nostro ruolo

Come Virtual Office Zug vi aiuta ad accedere al Private Banking

Profile assessment

We evaluate your wealth profile and objectives

Bank selection

We match you with the most suitable institution based on your AUM, structure and needs

Introduction

We provide a warm introduction to the private banking team

Document preparation

We help you prepare your onboarding file

Coordination

We follow up until your relationship is established

Virtual Office Zug è una piattaforma di introduzione indipendente. Non siamo un consulente finanziario, gestore patrimoniale o società di investimento regolamentata. Tutte le decisioni di investimento sono prese esclusivamente dal cliente e dal partner bancario. Questo servizio non costituisce una consulenza finanziaria.

Per chi

Chi può accedere al Private Banking svizzero tramite VOZ

International entrepreneurs

With a Swiss holding or operating company domiciled in Zug. Learn about Swiss holdings.

Family offices

Seeking Swiss asset custody, wealth structuring and multi-generational planning.

Crypto & digital asset holders

Looking for regulated Swiss custody solutions. Crypto Valley Zug.

High-net-worth individuals

Relocating to or investing through Switzerland with a need for Swiss asset management.

Processo — 4 fasi

Submit your profile

Fill in our confidential request form below. All information is treated with strict discretion.

Review & selection

VOZ reviews your profile and selects the best-fit private bank for your objectives.

Warm introduction

We introduce you directly to the private banking relationship manager.

Onboarding

You complete onboarding directly with the bank and establish your relationship.

Domande frequenti

Minimums vary by institution. Julius Baer and Pictet typically start from CHF 1 million. UBS Private Banking from CHF 2 million. Rothschild & Co from CHF 5 million. VOZ will match you with the right institution based on your profile.
Not necessarily — but having a Swiss domiciliation address or holding company in Zug significantly strengthens your banking application.
Switzerland maintains strong client confidentiality under Swiss law. However, Switzerland participates in international tax transparency frameworks (AEOI/CRS). Your relationship manager will explain what applies to your situation.
Yes — several Swiss private banks have developed specific offerings for digital asset holders, including regulated custody and portfolio management for crypto assets. See our Crypto Valley Zug page.
Typically 4 to 8 weeks from introduction to account opening, depending on the complexity of your structure and the bank's due diligence process.
The introduction is complimentary for VOZ clients with an active domiciliation. For non-VOZ clients, a coordination fee may apply. Contact us for details.
Yes — Swiss private banks offer sophisticated corporate treasury solutions including multi-currency accounts, FX hedging, structured deposits and investment mandates for corporate cash.
Yes — all five institutions work with international clients. Having a Swiss domiciliation address in Zug through VOZ strengthens your profile considerably.
Introduzione gratuita per i clienti VOZ
Riservatezza secondo il diritto svizzero
5 banche partner prestigiose
Conto aperto in 4–8 settimane

Richiedere un'introduzione al Private Banking

Tutte le informazioni sono trattate con la massima riservatezza.
VOZ è una piattaforma di introduzione, non un consulente finanziario.

Prima ottenere il mio indirizzo svizzero — CHF 59 di configurazione