Directory · Vevey-Montreux
Private banks in Vevey-Montreux
| Name | Town | Licence | Supervision | Phone |
|---|---|---|---|---|
| Caisse d'Epargne Riviera, société coopérative | Vevey | Bank (wealth desk) | FINMA (direct supervision) | +41 21 925 80 25 |
Order: Partner positions (at most 3, labelled), then most complete profiles, then check date. No quality ranking.
How is a private bank licensed?
A private bank is a bank under the Banking Act: it is licensed by FINMA and supervised directly by it, supported by an audit firm. FINMA places each bank in a supervisory category from 1 to 5 according to its size and complexity.
Unlike an independent manager, the bank holds the assets itself (it is its own custodian bank) and can offer management, advice, Lombard lending and wealth planning under one roof. It also applies FinSA towards its clients.
Supervision of the listed firms
| Supervisor | Firms |
|---|---|
| FINMA (direct) | 1 |
Source: FINMA list of authorised institutions, commercial register (Zefix), firms' websites — as of 16 October 2026. Methodology
Minimum investment found in Vevey-Montreux
Few firms publish their minimum investment. We collect it from their website or from them and only show it with its source; until it is confirmed, the profile says "not disclosed". This section will show the distribution as soon as the first data comes in.
Fees found
Most managers charge an annual fee as a percentage of assets managed; others offer a flat fee, hourly fees or a performance fee. Custodian bank costs (custody fees, brokerage) usually come on top. We will publish the fee models found as soon as they are documented.
Compare assets-based and flat fees with the calculator
Private bank or independent asset manager?
The main difference is custody: a private bank holds the assets itself, while with an independent asset manager they stay at the custodian bank chosen by the client, the manager holding only a management power of attorney. Both are licensed by FINMA, but the bank is supervised directly by FINMA and the manager by a supervisory organisation. Minimum investments and fee models vary from one firm to another: the profiles and our data show what each one publishes.
Private bank or independent asset manager: what sets them apart in Geneva
Frequently asked questions
How many private banks are licensed in Vevey-Montreux?
According to FINMA's public list, 1 firm in this category has its registered office in Vevey-Montreux. Each profile shows the UID number, the licence and the date it was checked.
How do I check that a private bank is FINMA-licensed?
FINMA publishes the list of authorised institutions on finma.ch. Search for the firm's name or UID number; for portfolio managers and trustees the list also names the supervisory organisation. Our profiles show that data with its date.
What is the minimum investment to open a mandate?
Each firm sets it freely and many do not publish it. We only show a minimum when the provider publishes or confirms it, with its source; the distribution we found is shown above on this page.
How are wealth managers paid?
Most often through an annual fee as a percentage of assets managed, sometimes a flat fee, hourly fees or a performance fee. FinSA requires the client to be informed of costs and of any retrocession received from third parties before signing.