Investcorp has made a strategic minority investment in Banque Pâris Bertrand Sturdza to support its growth strategy and expand its client offerings.

Information on the Target

Banque Pâris Bertrand Sturdza (the “Bank”) is an independent private bank based in Geneva and Luxembourg, established in May 2009. Since its inception, the Bank has demonstrated remarkable growth, achieving an average annual increase of 35% in its assets under management (AuM), which have reached CHF 5.3 billion (approximately US $5.4 billion) as of June 2018. The Bank's client base comprises over 400 high-net-worth individuals, family offices, and institutional clients primarily located in Switzerland and Europe. The Bank has received multiple accolades, including recognition as the best domestic Swiss private bank in 2017 (WealthBriefing Swiss Awards) and as the Private Bank of the Year for institutional clients in Switzerland (The European Global Banking and Finance Awards).

Industry Overview

The Swiss private banking sector is reputed for its high standards and excellence in wealth management services, attracting both domestic and international clients. Switzerland remains a leading global hub for private banking, largely due to its political stability, robust financial regulatory framework, and the prestige associated with its banking expertise. The regulatory oversight by institutions like FINMA ensures that banks adhere to stringent compliance guidelines, boosting investor confidence.

In recent years, the industry has seen significant shifts, with banks increasingly focusing on customized investment solutions tailored to meet the unique needs of today's affluent clientele. This is reflective of broader global trends, where persona