Protecting and growing your assets
We aspire to be a trusted advisor for every one of our clients. With our integrated, responsible, independent advice, we are committed to serving our clients’ best interests.
Private Banking
Kaiser Ritter Partner Privatbank AG has a track record of expert asset management stretching back to 1977. Your requirements and your risk tolerance form the basis of an individual investment policy. As an independent asset manager we do not have our own products, and we are clear and transparent about how we make investment decisions in your interests.
Our asset management is based on the principles of Responsible Investing. The main priority is to preserve the value of our clients’ assets. By analyzing the factors that drive global change, we can spot the opportunities and risks. When we select investments, we take account of environmental, social, governance (ESG) criteria. When managing a portfolio, we also consider the client’s tax position. As a private financial company we are looking for sustainable results and we take a conservative approach to risk management. The bank is well capitalized and has nothing to do with the types of business that caused the recent financial crisis.
Trust Services
Kaiser Ritter Partner Trust Services develops asset structures that can be adjusted to the particular needs of our clients and the needs of their families down the generations. We consider all possible financial aspects including succession planning, legal strategies to optimize tax and measures to safeguard the assets.
With our family governance services, we can simplify the administration of the client family’s assets and help you maintain an overview even when the asset structures get very complex. Our team of reporting experts continuously analyzes the client’s individual investment performance and supplies tax documents for various countries.
By formulating intelligent tax planning strategies, we want to help our clients minimize their tax burden legally. If needed, we are also in a position to review the individual tax status. We have the skills and know-how to help you achieve and maintain tax-compliant status.
Präsidial-Anstalt has specialized in servicing intermediaries for almost 80 years. This includes giving expert advice on establishing and managing trusts and foundations as well as a wide range of administrative services.
Special service for US clients
Kaiser Ritter Partner Financial Advisors Ltd. is registered as an asset manager with FINMA, the Swiss financial regulator, and with the Securities and Exchange Commission (SEC) in the United States. Its team of professionals offers services focused on long-term individual asset planning and investment for US clients. Its work takes account of, and complies with, the specific regulatory conditions that apply in the US.