Independant swiss private bank founded in 1982

o the point
To the point

ABOUT US

Banque Thaler is a boutique private bank exclusively dedicated to wealth management for private clients. We do not engage in investment banking, nor do we extend commercial loans or mortgages. We focus on selected areas of business but strive to do them well.

Banque Thaler is ‘Switzerland only’-based, with offices in Geneva and Zurich. The Swiss virtues of stability, quality, precision and craftsmanship are deeply ingrained in how we operate and serve our clients.

Banque Thaler is independent and owned by a partnership of management and board members. The owners thus manage the business and are directly involved in looking after our clients – with a long-term perspective. We are free from external pressures and our interests are aligned with those of our clients. Indeed, our first and foremost focus is on our clients, aiming to be their trusted advisor.

Banque Thaler has an entrepreneurial spirit and a lean organisation. Our human size translates into robust decision-making, high reactivity and flawless execution. The services that we offer are personalised and can be delivered in French, English, Dutch or German.

FINANCIALS

Banque Thaler has a solid, highly liquid, debt-free and conservatively managed balance sheet. Our capital structure is strong, with a CET 1 ratio of 31.9% as of year-end 2020 – triple the 10.5% minimum required level. We are supervised by the Swiss financial regulator FINMA.

HISTORY

1982 Founding of the bank.

1997 CERA, one of the leading financial institutions in Belgium, begins private banking activities in Switzerland under the name CERA Banque (Suisse) and acquires the bank.

1999 CERA merges with Kredietbank (KB) and becomes KBC. CERA Banque (Suisse) is sold to a consortium of investors, including management, private and institutional investors. The bank is renamed Banque Thaler, referring to the first pan-European coin created in the 15th century, the Thaler.

2004-2006 Management and private investors buy out the institutional shareholders. Management becomes the main shareholder and anchors the bank’s Swiss identity.

2017 Opening of the Zurich office.

2020 Management and board members buy out private shareholders. The bank is now fully owned by shareholders that are active within the organisation.

INVESTMENT PHILOSOPHY

At Banque Thaler, we view dynamic asset allocation as key to generating positive investment returns. To build client portfolios, we apply a top-down approach. Allocation decisions, between cash, bonds, equities and alternative funds, are taken by the Investment Committee, based on a thorough fundamental analysis of the global macro-economic environment – with a focus on longer run trends mainly, rather than short-term market noise.

Banque Thaler uses an independent and open architecture. Our rigorous and unbiased selection process is based on both qualitative and quantitative metrics, enabling us to pick the best investment managers. We pride ourselves on our proven expertise and track record in selecting external funds with sustainable and superior risk/return profiles. Geneva and Zurich being well-established financial centres, we enjoy a comprehensive and regular access to managers and companies.

This smooth access to a broad selection of investment products across financial markets enables us to provide our clients with high-quality portfolios, tailored to their specific needs.

Capital preservation is of paramount concern to Banque Thaler. As such, our aim to generate asset growth for our clients goes hand-in-hand with strict risk controls.

HEDGE FUND AND PRIVATE EQUITY SELECTION

We have a longstanding tradition of investing in hedge funds. Over the years, we have developed a high level of expertise in selecting these complex products and built a network of trusted partners, making for sustainable results in all market circumstances. Our clients thus have access to the most experienced managers, whom we submit to an extensive due diligence process.

As entrepreneurs ourselves, we believe that private markets form an integral part of a diversified investment portfolio. We discuss such opportunities with our clients in an open and transparent way. Our approach to this special asset class is rather hands-on, and we often represent our clients on advisory committees. In our view, manager selection and the timing of an investment are essential.

DISCRETIONARY PORTFOLIO MANAGEMENT

Should you want to fully rely on our expertise, skills and constant focus on financial markets, you may consider granting us a discretionary mandate. This means letting us make the investment decisions on your behalf, based of course on your financial needs, long-term objectives, risk appetite and country of domicile. Using a dynamic approach, we optimise portfolio diversification through best-in-class investment solutions. The goal being both to preserve your capital and to outperform the relevant benchmarks.

ADVISORY PORTFOLIO MANAGEMENT

An advisory relationship involves combining our respective expertise and know-how of financial markets and instruments. When you have investment ideas, we act as your sparring partner. And we provide proactive and customised advice, in line with your appetite for risk. Knowing that the final investment decision always remains yours.

MARKET

10 June 2021

THE PRICE OF SCARCITY

As (developed) economies finally find their way out of the Covid tunnel, demand is rapidly outstripping productive capacity – making for the first tangible signs of inflation. Consensus views these price pressures as only temporary, but it may be overlooking

READ MORE

18 May 2021

COMPLACENCY REIGNS

Central banks, governments, regulators and investors all seem to share a common view these days: financial risks are at best transitory, at least manageable or – worse – non-existent. In effect, everyone counting on the current environment of low interest

READ MORE

11 April 2021

SPEEDY JOE

The new US President is certainly belying his “Sleepy Joe” sobriquet. Within weeks of his moving into the White House, major policy moves have been initiated that could well prove a game-changer for the US – and the world at

READ MORE

24 March 2021

AN URGE TO SPLURGE?

It is not just bond investors that are beginning to worry about inflation. Equity indices, too, have been rattled and Mervyn King, former Governor of the Bank of England, recently issued some words of warning to his fellow central bankers,

READ MORE

MEET US

Board of directors

HANS ISLER

Chairman of the Board

JEAN-YVES DE BOTH

Boardmember

GREGOIRE WUEST

Boardmember

STEPHANE SABLON

Boardmember

BERNARD COUCKE

Boardmember

Management committee

DIRK EELBODE

CEO

OLLIVIER GUERIN

COO

CHRISTIAN MOREL

CFO / CRO

PASCAL BLACKBURNE, CFA

CIO

Private Banking

NADINE MERTENS, MSc

Private Banker / Associate Partner

ANTON EIKHOUT, LL.M.

Head of Zurich Office / Associate Partner

SABINE NEYMAN, MSc

Private Banker / Associate Partner

DIDIER DE TERWANGNE

Private Banker / Associate Partner

EDMONDA PELEMAN

Private Banker

HANNEKE VAN DER MEER, MA

Private Banker

INGE KUPFER SESSA

Private Banking

SONIA CROZET

Secrétariat / Réception

TITA SAGARMINAGA

Private Banker

OLIVIER MULIN

Portfolio Management

NICOLAS VIALIS, CFA, CAIA

Portfolio Management

STEFAN OLDENZIEL, LL.M.

Private Banking / Associate Partner

NATHALIE PALMEN

Private Banking

JEAN-LUC MONCALVO

Trade Execution

GASPAR MOTTE

Private Banker

JOZEF DE BACKER

Private Banker / Associate Partner

LIVIA HERRIJGERS, CFA

Head of Portfolio Management

BEN SABBE, CFA

Portfolio Management

ROXANE PIETTE

Private Banking

TAMARA ROTHSCHILD

Private Banking

HANS ISLER

Chairman of the Board

JEAN-YVES DE BOTH

Boardmember

GREGOIRE WUEST

Boardmember

STEPHANE SABLON

Boardmember

BERNARD COUCKE

Boardmember

DIRK EELBODE

CEO

OLLIVIER GUERIN

COO

CHRISTIAN MOREL

CFO / CRO

PASCAL BLACKBURNE, CFA

CIO

NADINE MERTENS, MSc

Private Banker / Associate Partner

ANTON EIKHOUT, LL.M.

Head of Zurich Office / Associate Partner

SABINE NEYMAN, MSc

Private Banker / Associate Partner

DIDIER DE TERWANGNE

Private Banker / Associate Partner

EDMONDA PELEMAN

Private Banker

HANNEKE VAN DER MEER, MA

Private Banker

INGE KUPFER SESSA

Private Banking

SONIA CROZET

Secrétariat / Réception

TITA SAGARMINAGA

Private Banker

OLIVIER MULIN

Portfolio Management

NICOLAS VIALIS, CFA, CAIA

Portfolio Management

STEFAN OLDENZIEL, LL.M.

Private Banking / Associate Partner

NATHALIE PALMEN

Private Banking

JEAN-LUC MONCALVO

Trade Execution

GASPAR MOTTE

Private Banker

JOZEF DE BACKER

Private Banker / Associate Partner

LIVIA HERRIJGERS, CFA

Head of Portfolio Management

BEN SABBE, CFA

Portfolio Management

ROXANE PIETTE

Private Banking

TAMARA ROTHSCHILD

Private Banking

HANS ISLER

Chairman of the Board

JEAN-YVES DE BOTH

Boardmember

GREGOIRE WUEST

Boardmember

STEPHANE SABLON

Boardmember

BERNARD COUCKE

Boardmember

DIRK EELBODE

CEO

OLLIVIER GUERIN

COO

CHRISTIAN MOREL

CFO / CRO

PASCAL BLACKBURNE, CFA

CIO

NADINE MERTENS, MSc

Private Banker / Associate Partner

ANTON EIKHOUT, LL.M.

Head of Zurich Office / Associate Partner

SABINE NEYMAN, MSc

Private Banker / Associate Partner

DIDIER DE TERWANGNE

Private Banker / Associate Partner

EDMONDA PELEMAN

Private Banker

HANNEKE VAN DER MEER, MA

Private Banker

INGE KUPFER SESSA

Private Banking

SONIA CROZET

Secrétariat / Réception

TITA SAGARMINAGA

Private Banker

OLIVIER MULIN

Portfolio Management

NICOLAS VIALIS, CFA, CAIA

Portfolio Management

STEFAN OLDENZIEL, LL.M.

Private Banking / Associate Partner

NATHALIE PALMEN

Private Banking

JEAN-LUC MONCALVO

Trade Execution

GASPAR MOTTE

Private Banker

JOZEF DE BACKER

Private Banker / Associate Partner

LIVIA HERRIJGERS, CFA

Head of Portfolio Management

BEN SABBE, CFA

Portfolio Management

ROXANE PIETTE

Private Banking

TAMARA ROTHSCHILD

Private Banking

CONTACT US

We would be glad to welcome you in one of our offices in Geneva or Zurich.

Rue Pierre-Fatio 3, CH-1204 Genève

Kämbelgasse 6, CH-8001 Zürich