We are Kaleido

New perspectives in private banking

Like a kaleidoscope, we combine a variety of elements to create a harmonious overall picture. We create specific compositions of banking know-how, technology and network expertise for every individual client's perspective.

Learned from the best to be the best

The combined expertise of Kaleido private bank's hand-picked employees and their power of innovation are our biggest assets. They are client experts, financial experts and organizational talents. They are the ones who make private banking successful and vivid every day. Agile, authentic, personal - get to know us, we look forward to it.

For our innovative solutions and our client efforts, we have recently been recognized with the CFI Award: Best Boutique Private Bank 2021 (Switzerland).


Networks - successful together

Our networks have been built up by our team over the years and are constantly expanding, they are the heart of Kaleido. We are proud to be part of exclusive communities and to be able to help our clients through these unique relationships. We take great care in selecting the right exclusive partners to maximize the benefits for all parties involved.

Collaboration Network

Together with our selected partners we develop new markets, financial instruments and innovative technologies.

Knowledge Network

We know a lot - but not everything. That's why we work with the best experts and scientists to make the right decisions for you and our strategic direction.

Clients network

We are stronger, more innovative and more resilient in the community. That's why we create opportunities and platforms for exchange, cooperation, new business relationships and exciting ideas. For example, we create new collaborations for private equity investments and other large investments.

 


Our management: visionary, strategic, strong in implementation

Visionary strategies, decades of experience in private banking, deep understanding of client needs - these are the hallmarks of Kaleido's management team. Together with our employees, our network and our clients, we resolutely pursue new paths with a clear strategy and secure leadership.


Rolf Bauer

CEO Kaleido Private Bank

Proven expert in the field of family business with many years of experience in the banking industry. Specialized in the organization and management of complex family assets, multi-account solutions, legal structuring as well as advising companies with an international focus. In addition to his professional activities, he sits on the executive committee of the Institute of Finance, Finance Law and Law & Economics (IFF-HSG) at the University of St. Gallen.

Gian Nay

COO Kaleido Private Bank

Chief Operating Officer and Leader with history of working in the Ultra High Net-worth (UHNWI) banking and Fintech industry. Skilled in Strategy and Corporate Development, Business Building, Innovation Management, Investment and Financial Management, Corporate Governance combined with a unique understanding of the wealth management business working on numerous client situations across different business lines. Chartered Financial Analyst.