We reshape private banking

We think ahead and stay flexible

We provide personal and holistic advice

At the heart of Kaleido is the collective expertise of our team and our exclusive network that has been built over many years. Combined with state-of-the-art technology, we design innovative solutions that are individually tailored to the needs of our private and institutional clients.

Our experts translate trends and market developments into sophisticated financial strategies for the personal goals and dreams of our clients. A lean corporate structure and a unique network enable us to react flexibly to changing circumstances. This combination of security and flexibility is also reflected in our investment strategy, the core-satellite model.

State-of-the-art reporting solutions from Kaleido provide a full picture of your asset situation and allow us to advise you on an eye-to-eye basis. Mutual trust, transparency and discretion form the basis of this relationship. The close, personal cooperation with our experienced advisors and our independence distinguish us from other private banks.

Kaleido is a boutique bank located in Seefeld, Zurich's most vibrant district. Private and institutional clients trust in our expertise and our unique network. Our relationship begins with an initial discussion. We take the time to get to know you and your personal goals. We listen, analyze your situation and find the best possible solution for your individual requirements.

Investments

Build intelligent portfolios with our special investment strategy, the core-satellite principle. Combine solid core investments with flexible satellite building blocks.

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Asset structuring

Secure and manage your assets - today and for the next generation. We implement customized structures in line with your requirements.

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Financing & Lending

Stay financially flexible. We provide individual financing to help you secure and grow your wealth. 

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Daily banking

Carry out your banking transactions conveniently and easily. You have access to the latest digital services for your everyday financial life.

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The success of our clients is our first priority.

We create added value by combining our services, networks and expertise. No matter which customer group you belong to - we reliably develop suitable solutions and provide you with individual support:

- Private individuals & Families

- Entrepreneurs & Executives

- Family Offices

- Financial intermediaries

Private banking redefined

From our point of view, it is not enough nowadays for a private bank to deal exclusively with financial solutions. That is why we are also at your side as a trusted partner in many other areas. We are not only financial experts and asset managers, but also problem solvers - in short: we are more than just a bank.

Auszeichnungen und Awards

Es ist und gelungen unseren innovativen, unkonventionellen Ansatz zu entfalten, um das Beste für private und institutionelle Kunden zu liefern, als Belohnung wurden wir ausgezeichnet mit dem Global Banking & Finance Award 2021 ausgezeichnet.

Für unsere innovativen Lösungen und den Einsatz für unsere Kund:innen wurden wir kürzlich mit dem CFI Award als Beste Boutique-Privatbank 2021 (Schweiz) ausgezeichnet.