Is This Solution Right for You?
Ideal For
- •Investors needing liquidity without selling
- •Business owners with concentrated holdings
- •Portfolio values from CHF 1M+
Investment Range
CHF 1M portfolio
Typical minimum to maximize benefits
Time Horizon
Flexible
Recommended investment period
Expected Outcome
Liquidity access while maintaining investment positions and market exposure
Need liquidity without selling your investments?
Mobilise the value of your portfolio to seize new opportunities while preserving the integrity of your asset allocation.
- Rapid access to capital
- No forced sale of assets
- Competitive interest rates
- Flexible repayment terms

"Lombard lending is the ultimate tool for agility, offering you the necessary liquidity to act without interrupting the growth of your wealth."
Nicolas Mirabaud
Managing Partner
Why Choose Our Approach
What sets our solution apart in the market
Competitive Rates
Attractive interest rates reflecting the quality collateral of your portfolio
Flexible Terms
Interest-only options with no fixed repayment schedule
High Advance Rates
Borrow up to 70% against diversified portfolios
What's Included
Every wealth management mandate includes these comprehensive services
Portfolio Management
Active management of your investment portfolio with regular rebalancing
Wealth Planning
Comprehensive financial planning tailored to your life goals
Tax Optimization
Strategic tax planning to maximize your wealth preservation
Estate & Succession Planning
Secure wealth transfer to future generations
Retirement Planning
Pillar optimization and pension strategy
Dedicated Relationship Manager
Personal advisor available for consultations



Your Dedicated Advisory Team
Get personalized guidance from our experienced wealth advisors who understand your unique needs.
Ready to discuss your goals?
How We Work
At your service, a specialized team and cutting-edge digital tools
Relationship Manager
Your primary contact for all banking needs
Wealth Planner
Expert in wealth planning and advice
Portfolio Manager
Investment specialist managing your assets
Investment Advisor
Provides tailored investment recommendations
700+ Professionals
Our Group at your service, in Switzerland and beyond
How We Solve This
Our proven process ensures comprehensive solutions tailored to your situation
Portfolio Assessment
Evaluate eligible securities and determine maximum loan amount
Loan Structuring
Design loan terms, interest rate, and repayment schedule
Funding
Execute loan agreement and transfer funds
Ongoing Management
Monitor collateral value and adjust as needed
