Private Banking is a personalised advisory service for individuals and companies, where savings and investments are handled by a trusted advisor.
We support our clients within the areas of wealth advisory, securities trading, and portfolio management, with particular focus on availability, transparency and risk-informed asset management
A dedicated personal advisor works closely with you to create bespoke investment solutions aligned with your goals, investment horizon, and level of risk.
At Mangold, we take a long-term approach and work closely with our clients to help them achieve their financial goals.
Private Banking is suitable for you if you:
Are seeking personal advisor who is available at a moment’s notice
Possess substantial assets and require financial planning that go beyond standard solutions
Value direct ownership of securities and assets, with full transparency
Want a structured, long-term approach to preserving and growing capital
Mangold Private Banking’s services
Wealth Advisory
We help you manage and grow your capital based on your goals and circumstances. Through personalized advisory services, tailored investment solutions, and continuous follow-up, we create a strategy designed specifically for you. As a client, you have a dedicated contact, direct access to our portfolio managers, and a broad network of specialists in tax, legal matters, and entrepreneurship.
Securities trading
Our equity brokers can assist you with all types of securities trading. Whether you want to execute individual trades or take a more active approach to managing your portfolio, our brokers are here to support you. If you are fully invested but require liquidity, we can provide securities-based lending—even in small-cap stocks. Brokerage fees from 0.035%.
Pension and insurance
We offer tailored solutions in pensions, insurance, and long-term savings. Through personal advisory services, we help you consolidate, optimize, and structure your capital based on your goals, risk profile, and investment horizon. We support both individuals and companies with everything from occupational pensions and insurance solutions to pension policies and long-term benefit structures. Our goal is to create security, clarity, and structure over time.
Choosing Mangold as your private banking partner means more than access to experienced wealth management. It means having a dedicated adviser by your side — accessible, engaged, and focused on helping you navigate important financial decisions with confidence.
Our advice is built on careful analysis, deep market experience, and a thorough understanding of each client’s unique situation. This enables us to deliver tailored solutions aligned with your needs, ambitions, and long-term goals.
You receive a personal and trusted wealth management service
Mangold combines sophisticated wealth management with proactive advisory services. We serve companies, institutions, and private individuals who value personal relationships, continuous communication, and tailored guidance on investment strategy, portfolio allocation, and wealth preservation.
Our services within Private Banking
As a Private Banking client at Mangold, you are assigned a dedicated personal adviser with extensive experience working with entrepreneurs and high-net-worth individuals. Your adviser is well-versed in all types of securities and investment structures and serves as the central point of contact within a broader team of specialists across multiple disciplines.
Wealth Advisory You receive ongoing guidance from a dedicated Private Banker who provides continuous ideas, feedback, and advice on investment strategy, portfolio allocation, and individual securities. We also offer the same investment management opportunities for occupational pensions as for private wealth.
Equity & Securities Trading As a Mangold Private Banking client, you have access to equities, equity-related instruments, and derivatives through Mangold Trader, our online trading platform Mangold Online, or directly through your personal broker. For clients seeking liquidity without divesting existing holdings, we also offer securities-backed lending solutions — including financing against small-cap holdings.
Discretionary Portfolio Management We also offer discretionary portfolio mandates as an alternative to traditional fund structures. In practice, this means you delegate ongoing investment decisions to us within clearly defined parameters set by you.
The advantage is greater flexibility. Traditional fund structures can at times be restrictive, whereas discretionary mandates allow us to act swiftly and capitalise on changing market conditions and investment opportunities as they arise.
How Our Private Banking Works
At Mangold, we provide guidance across investments, pensions, risk management, insurance solutions, and broader financial matters — offering a comprehensive approach to managing your wealth.
Together, we define your objectives and identify the issues most important to you. Based on this, we create a tailored solution designed specifically around your circumstances, ambitions, and long-term goals. After more than 20 years of experience, we know that no two clients are alike, which is why every strategy we develop is fully individualised.
We believe in long-term relationships and understand that trust is earned through commitment, accessibility, and consistent results over time. Whether your preference is a conservative long-term strategy or a more opportunistic approach with higher risk exposure, we remain close at hand and readily available when decisions matter most. Direct access to your adviser enables shorter decision-making processes and greater agility in capturing market opportunities.
As a Private Banking client at Mangold, you benefit from:
Access to experienced specialists in wealth management, discretionary portfolio management, pensions, and insurance solutions
A dedicated Private Banker responsible for your portfolio, including ongoing portfolio reviews and tailored investment management based on your individual needs and preferences
Personal, responsive, and continuously available advice and support
Bonus – receive all fund rebates back Accessibility, personal commitment, engagement, and accountability define how we work. These principles are reflected not only in our advice, but also in our pricing model. That is why we return all fund rebates directly to our clients.
We believe long-term investing should be transparent, cost-efficient, and aligned with the client’s interests. Mangold does not charge custody fees for clients transferring funds to us, and all fund commissions are paid back directly to the client. This allows you to invest in funds without unnecessary recurring charges. The only fee payable to Mangold is a modest transaction commission when purchasing a fund — a one-time cost designed with long-term investors in mind.
Do you want us to contact you?
The goal of our Private Banking is to make a difference. Complete the form and send it in to us, and we will contact you!
Contact us at Private Banking
If you want to know more about Private Banking, please do not hesitate to contact us.
