Scobag Privatbank AG

Presentation

The foundation stone for Scobag Privatbank AG was laid in 1968 on the model of a family office. From the very beginning, the founders pursued the goal of providing their clients with comprehensive, personal and long-term support in all matters of wealth. This philosophy is at the core of our activities and remains so. Many clients and their following generation have therefore appreciated Scobag for decades as a discreet and competent address for their concerns. As a clearly structured private bank, we act carefully, competently and in an uncomplicated manner. This means that the solutions for our clients are comprehensible and transparent. Our advisory and support services can be summed up in a simple formula: Family Office x Private Banking = Family Banking. .

Investment approach

Scobag Privatbank AG has been committed to value-oriented and responsible investing since 1968. Our clients benefit from our many years of experience, our expertise in the field of sustainability and our investment philosophy with direct investments. The following key values describe our investment philosophy:

• Predominantly direct investments
• High transparency in investments and costs
• Focus on quality in equities and bonds
• Companies with long-term growth opportunities
• Derivative instruments only for hedging
• Risk management via share of equity
• No illiquid investments

We analyse and evaluate the companies in our investment universe according to our own ESG system and give them an internal rating. All investments included in the Scobag portfolio together result in its ESG profile.

Unique Selling Proposition (USP)

We focus on independent investment advice and asset management with direct investments. Scobag does not sell any products (e.g. funds) and does not engage in lending or investment banking. At Scobag, responsible dealings with our clientele do not stop with finances, we also cultivate them in particular with personal concerns beyond the figures - this business approach is characteristic of our corporate culture and distinguishes us as a private bank and family office.

With us you will find personal contacts, consistency and commitment to your concerns.

In addition, we specialise in the optimal structuring of private wealth, including all assets (including pension assets). We offer tailor-made solutions for vested benefits, pillar 3a and supplementary pension plans (1e plans). Personal advice and support on tax issues or for retirement are a matter of course.

We would be pleased to invite you to an initial consultation. Call us or visit our website: www.scobag.ch.