Wealth Management
Protect and grow your wealth
Bespoke management, designed for the long term and aligned with your objectives.
Discover our approachOur Approach
Our commitment: client service excellence, aligned and independent
Bank of Sion is an independent investment specialist, structured as a partnership and unlisted. This structure allows us to place client service at the heart of every decision we make.
We practise our businesses with an absolute commitment to integrity and objectivity. Our model ensures complete alignment of interests: we systematically prioritise the solutions best suited to your strategic and wealth objectives, without compromise or conflicts of interest.
Where it strengthens value creation for our clients, we commit our own capital through co-investment. This direct commitment reflects our shared conviction and our determination to support the projects we advise on over the long term.
We position ourselves as a reliable, discreet and demanding trusted partner, dedicated to the lasting success of our clients: SME and mid-cap leaders, large corporates, family offices, institutional investors and high-net-worth individuals.
Our Values
The principles that guide us
Integrity
Trust is the foundation of every relationship. We act with the utmost transparency and honesty.
Excellence
The pursuit of the highest standards in everything we do. Every engagement benefits from our total commitment.
Client Service
Bespoke and personalised guidance, tailored to the specific challenges of each client.
Partnership
Lasting partnerships built on aligned interests and shared value creation.
Innovation
Anticipating market developments with cutting-edge solutions combining technology and financial expertise.
Our Businesses
Four businesses, one vision
Wealth Management
Designed for family offices, entrepreneurs and high-net-worth individuals, our offering encompasses comprehensive wealth planning, discretionary portfolio management, access to alternative investments, premium financing solutions and philanthropic advisory.
Wealth Planning · Portfolio Management · Alternative Investing · Financing Solutions · Philanthropy
Principal Investments
Our multi-strategy platform deploys proprietary and semi-proprietary capital into unlisted and alternative assets: multi-asset funds, private equity, private debt, real estate and infrastructure.
Multi-Asset · Private Equity · Private Debt · Real Estate · Infrastructure
Global Markets
We provide privileged, personalised access to equity markets as well as fixed income, credit and currency products, for a demanding corporate and institutional clientele.
Equities · FICC
Platform Solutions
Integrated technology infrastructure serving our clients and partners. Our digital platform combines electronic execution, real-time reporting and advanced analytics tools.
Electronic Execution · Real-time Reporting · Analytics · API