HELVETICASH

Swiss Private Banking: The Complete Guide


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🎧 In this episode of HelvetiCash (French audio), we dive into the structured world of Swiss private banking.
We rely on the private banking guide by heyneo.ch , the Swiss reference for financial comparisons.

This comprehensive guide explains:

• Access conditions for private banks (minimum amount, origin of funds, residence)
• Differences between private banking, wealth management, and investment mandates
• Fees, level of support, and customization options
• Digital alternatives like Alpian, a hybrid between robo-advisor and traditional private bank
• How to choose the right solution depending on your wealth, investment horizon, and need for support

A clear and factual overview to assess whether private banking is the right fit – or if another option offers a better balance between autonomy, fees, and guidance.

👉 Read the full Swiss private banking guide here: https://heyneo.ch/en/expert-advice/swiss-private-banking/

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