Scobag Privatebank AG

Overview

Scobag Privatbank AG was founded in 1968 and remains wholly owned by Swiss families. The bank combines private banking with family-office services through a compact organization of around 30 employees and short decision paths.¹²¹⁰

History

Scobag has operated in Basel since 1968. The firm reports longstanding expertise in Switzerland’s foundation sector, helped establish proFonds in 1990, and serves a variety of charitable foundations.¹⁸

Timeline

1. 1968Scobag Privatbank AG was founded in 1968 and remains wholly owned by Swiss families.
2. 1990The firm reports longstanding expertise in Switzerland’s foundation sector, helped establish proFonds in 1990, and serves a variety of charitable foundations.

Leadership

Barbara Vannotti-Holzrichter has chaired the executive management since October 2018. She oversees overall management, strategy, family-office services, finance, and human resources.¹¹

Serge Lutgen is deputy chair of executive management and leads client advisory and wealth management. Daniel Jirasko leads the family-office area, taxes, and client accounting.¹²

Peter Schaub chairs the board. Dr. Bruno Dallo serves as vice chair, and Frenk Mutschlechner is a board member.¹³

Services

Scobag’s Family Banking model includes wealth management, investment advice, succession and estate planning, retirement planning, tax advice, foundation administration, accounting, and payment services.²³

In wealth management, clients establish an individual investment strategy together with the bank before Scobag manages assets according to the agreed principles. Clients who manage their own assets can receive investment advice.⁴

Scobag says its investment selection follows seven principles: value orientation, independence, simplicity, quality, liquidity, active management, and sustainability.⁵

The bank states that it avoids hidden compensation, including retrocessions, distribution fees, and management fees. If such income is received in exceptional cases, Scobag says it passes it on to clients.⁶

Its foundation services support charitable organizations with wealth management, payment processing, bookkeeping, audit coordination, regulatory reporting, grant administration, and legal and tax coordination.⁷

Retirement solutions include 3a direct investing, vested-benefits assets, executive 1e pensions, and a pension-assets check-up.⁹

What the firm offers

• Tax planning
• Estate planning
• Philanthropy
• Administration and bill pay
• Private and alternative investments
• Retirement planning

Client Focus

Scobag provides private banking and family-office services to private individuals, families, and charitable foundations. Its foundation practice serves a variety of charitable foundations and charitable organizations.²⁷⁸

Approach

Scobag describes its approach as Family Banking, combining private banking and family-office services. Its stated investment principles emphasize value orientation, independence, simplicity, quality, liquidity, active management, and sustainability.²⁵

Foundation Expertise

Scobag reports that its Kunigunde und Heinrich Foundation has awarded more than CHF 5.5 million since its establishment in 1992.¹⁴

FAQs

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Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.