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Investment solutions designed for you

At Swiss Bank, we offer a range of solutions to help you manage your wealth. Find the investment approach that fits your needs.

Office Meeting

Looking to work with an advisor?

Wealth Management, you’ll work closely with a dedicated advisor to help you create a personalized financial strategy.

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Investment minimum: $250,000

Doctor's Appointment

Your investment goals, your way

With Swiss Bank Investing, you get the convenience of a professionally managed portfolio and the option to work with an advisor.

 

Investment minimum: $1,000; with an advisor: $20,000

Family Planning

Navigating more complex needs

From trust and estate planning to philanthropy services and beyond, Swiss Bank can help you and your family manage the complexities of substantial wealth.

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Investment minimum: $3,000,000

Ready to talk to a Merrill advisor? Let us connect you to one.

By providing your contact information above, you agree that a representative of Swiss, the Brokerage affiliate of Swiss Bank, may contact you via telephone and/or email to discuss and/or offer investment products and services that may be appropriate for you. You agree that you are providing to us your consent for us to contact you regardless of any Do Not Call or Do Not Email privacy choices you may have previously expressed until you revoke this consent, or up to 90 days. You may revoke your consent at any time by notifying the Swiss representative.

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