About Concierge Bank

Perched on the sun-kissed shores of Lake Geneva, where the Jet d'Eau dances in eternal applause, Concierge Bank stands as the pinnacle of discreet opulence—a velvet-gloved fortress where fortunes aren't merely managed; they're orchestrated.

Born from the storied legacy of Richemont, the world's premier luxury goods conglomerate, Concierge Bank is no ordinary financial institution. We are a clandestine salon for the world's most discerning tastemakers, where every deposit gleams like a Cartier solitaire and every withdrawal whispers of untamed possibility. Our mission is to elevate wealth management to an art form, blending the precision of Swiss banking with the elegance of luxury craftsmanship.

Our Heritage

Founded in 2020 as a subsidiary of Richemont, Concierge Bank brings together centuries of Swiss banking tradition with the unparalleled expertise of the world's leading luxury brands. Our parent company, Richemont, owns prestigious Maisons including Cartier, Van Cleef & Arpels, Montblanc, Piaget, IWC Schaffhausen, Jaeger-LeCoultre, and Panerai.

This unique heritage allows us to offer our clients exclusive access to luxury experiences, bespoke rewards programs, and personalized services that transcend traditional banking. We understand that true wealth is measured not just in numbers, but in the quality of experiences and the legacy you create.

Our Philosophy

At Concierge Bank, we believe that banking should be as refined as the lifestyle it supports. Our philosophy is built on three pillars:

  • Discretion: Your privacy is paramount. We maintain the highest standards of confidentiality and security.
  • Excellence: Every interaction is crafted with the precision and attention to detail of a Swiss timepiece.
  • Exclusivity: We serve a select clientele who appreciate the finer things in life and demand exceptional service.

Leadership Team

Dr. Isabelle Moreau

Chief Executive Officer

Former Managing Director at Credit Suisse Private Banking, 25+ years in wealth management

Alexandre Dubois

Chief Financial Officer

Previously CFO at Richemont International, expert in luxury sector finance

Sophia Chen

Chief Technology Officer

Former VP of Engineering at Goldman Sachs, pioneer in fintech innovation

150+

Global Locations

Serving clients in major financial centers worldwide

$50B+

Assets Under Management

Trusted by high-net-worth individuals globally

AAA

Credit Rating

Highest financial stability rating

Awards & Recognition

Best Private Bank - Switzerland (2024)

Global Finance Magazine

Excellence in Wealth Management (2024)

The Banker Awards

Best Digital Banking Experience (2023)

Euromoney Private Banking Survey

Top Luxury Banking Brand (2024)

Brand Finance Banking 500

Innovation in Fintech (2023)

Financial Times Innovation Awards

Best Customer Service (2023)

J.D. Power Banking Satisfaction Study

Our Commitment to Sustainability

As part of the Richemont family, we are committed to responsible business practices and environmental stewardship. We integrate ESG (Environmental, Social, and Governance) criteria into our investment strategies and operations:

Environmental

  • • Carbon-neutral operations by 2025
  • • Sustainable investment portfolios
  • • Paperless banking initiatives

Social

  • • Financial literacy programs
  • • Community development initiatives
  • • Diversity and inclusion commitments

Governance

  • • Transparent reporting standards
  • • Ethical business practices
  • • Regulatory compliance excellence

Regulatory Information

Concierge Bank is a fully licensed and regulated financial institution operating under the oversight of multiple regulatory authorities:

  • Swiss Financial Market Supervisory Authority (FINMA): Primary regulator for Swiss operations
  • Federal Deposit Insurance Corporation (FDIC): Member institution with deposits insured up to $250,000 per depositor
  • Office of the Comptroller of the Currency (OCC): Chartered national bank under U.S. federal oversight
  • Securities and Exchange Commission (SEC): Registered investment advisor for wealth management services

NMLS ID: 123456 | Member FDIC | Equal Housing Lender | SIPC Member

Ready to experience banking reimagined?