Private Banking

Habib Bank AG Zurich has undertaken to create a Private Banking Service in order to meet our client's investment needs, demands & expectations. We offer superior investment opportunities in an ever changing financial environment after extensive research and due diligence.

We provide world-class investment services with high standards of professionalism, security and integrity. We have built a business framework that generates a solid flow of investment activities and provides the investor superior returns with a professionally managed risk profile. Our clients have access to diverse scope of international investment opportunities and we facilitate those investments by providing services that target their individual needs.

We have a long-term approach where we manage client portfolios with a dynamic strategy & discipline. Our risk management focus has emphasis on superior risk adjusted returns and not just highest available returns.

We offer a comprehensive range of investment services to our clients.

Capital Markets

We offer full service brokerage services in all major markets of the world including GDRs, ADRs & ADS, screening various investment opportunities for our clients. Taking positions in well-chosen stocks and maintaining them over time is the only practical way to ensure that one is invested when the major market movements occur. Total commitment to research with thorough analysis of the markets and industries using sophisticated tools and investment experience.

Fixed Income & Bonds

Our bond investing experience extends across the United States and global fixed income markets. Investment approach is designed to provide a high level of performance relative to established benchmarks while attempting to minimize risk.

We offer:
  • Treasury bills, notes & bonds
  • Municipal & Agency bonds
  • Sovereign bonds
  • Corporate & Institutional bonds

Mutual Funds, Structured Products & Capital Guaranteed Products

We offer our clients a basket of the most renowned family of mutual funds in the world. We help our clients in structuring their mutual fund portfolios with diversification in regions and industries. Mutual fund investors have the luxury of gaining access to investments in hundreds of securities that they might not find readily accessible.

Capital protected product offers the investor capital preservation together with participation in the upside of the stock market. Usually the protection provide with the pay back of the original nominal amount or a pre-specified percentage of it. The investor enjoys the positive return of a rising stock market but limits the risk of any capital loss should the market fall.

Custodial & Nominee Services

We manage client portfolio on a non-discretionary basis and offer full custodial services. Investment strategies are based on both clients' investment objective and risk tolerance. Risk analysis is integrated throughout our investment advisory process at both stocks and portfolio level with emphasis on diversification.

Custody and nominee services can be provided to clients who demand confidentiality. With our controls in place and state of the art technology, level of efficiency is comparable to international standards.

We operate portfolio as per client's requirements that can exclude a certain category of investments upon client's request. Excellent customer service is backed by state of the art technology. Compliance & Risk Management systems are in place checking client positions continuously.

We are an institution with a long operating history, state of the art infrastructure and highly professional management - backed up by a professional Dealing Room and Back Office. Our clients have dedicated Account Managers who maintain regular contact to keep them abreast of their accounts and market developments.

HBZtrade - an Integrated Portfolio Management Solution.

HBZtrade is a fully integrated, real time investment service that encompasses an execution, settlement, custody & portfolio management system for US equity markets. It provides centralised asset management, real time exchange information, a powerful search engine & automated administrative tasks. Click here to learn more about HBZtrade.

  • For details, please refer to FAQ's related to Products & Services.
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