Yesterday, Geneva-headquartered Compagnie Bancaire Helvétique, a family-owned bank, released strong 2025 financial results, with record growth in assets under management.

Compagnie Bancaire Helvétique (CBH) delivered robust 2025 results marked by a significant increase in assets under management to SFr18.4 billion ($23.8 billion), rising by nearly 13 per cent year-on-year. Net profit also rose.

The strong performance was driven by net new money inflows of SFr2 billion, reflecting renewed client confidence in the group's value proposition.

CBH said it maintained solid profitability against a backdrop of declining interest rates and adverse currency movements, which weighed on sector-wide revenues. Total revenues amounted to SFr173.5 million, below the previous year’s record level in 2024.

Operating expenses rose by 19 per cent to SFr113.5 million, reflecting this investment momentum. Human capital accounted for 50 per cent of the increase. This strategic focus, combined with the financial environment, led to a reduction in operating profit to SFr55.7 million. After allocations to reserves, CBH said it delivered sustained profitability, with a net income of SFr37.9 million, up 4.7 per cent compared with 2024.

With consolidated shareholder capital, including 2025 profits, reaching SFr493 million, compared with SFr445 million at year-end 2024, CBH strengthened its capital base in 2025. The Tier 1 ratio – a bank's capital shock absorber – stands at 35.8 per cent.

“The scaling in our assets primarily reflects the quality and dedication of our teams in delivering excellence to our clients. This momentum is essential to ensuring long-term sustainable development and supporting the group's continued expansion,” chief executive officer Simon Benhamou said.

CBH is licensed as a bank in Switzerland and is authorised and regulated by the Swiss Financial Market Supervisory Authority (FINMA), while its affiliated companies are regulated by the CSSF in Luxembourg, the Financial Conduct Authority (FCA) in the UK, the Central Bank of The Bahamas, the SFC in Hong Kong and the CVM in Brazil.

In October 2024, CBH appointed Benhamou as CEO: he took over from Philippe Cordonier, who retired.