CBH posts record $23.7B AUM in 2025, spearheads strategic investments

Swiss private bank CBH Compagnie Bancaire Helvétique delivered robust 2025 results marked by a significant increase in assets under management to CHF 18.4 billion ($23.7 billion), up nearly 13% year-on-year. This remarkable performance was driven by net new money inflows of CHF 2 billion ($2.5 billion), reflecting renewed client confidence in the group's value proposition.

CBH maintained solid profitability against a backdrop of declining interest rates and adverse currency movements, which weighed on sector-wide revenues. Total revenues amounted to CHF 173.5 million ($224.3 million), compared with a record level in 2024. The group capitalised on this phase to accelerate strategic investments, including continued investment in talent, advancing both operational and commercial capabilities to support long-term value creation and solidify its position in key markets, particularly in Switzerland and Asia.

Operating expenses rose 19% to CHF 113.5 million ($146.7 million), reflecting this investment momentum. Human capital once again accounted for 50% of the increase. This strategic focus, combined with the prevailing financial environment, led to a reduction in operating profit to CHF 55.7 ($72.0 million). After allocations to reserves, CBH delivered sustained profitability, with a net income of CHF 37.9 million ($49.0 million), up 4.7% compared to 2024.

Financial strength underpinning sustainable stability

With consolidated shareholder capital, including 2025 profits, reaching CHF 493 million ($637 million), up from CHF 445 million ($575 million) at the end of 2024, CBH further strengthened its capital base in 2025. The Tier 1 ratio stands at 35.8%. The group's robust balance sheet, together with the reaffirmed BBB/A-2 rating from S&P, underscores CBH's stability and its commitment to maintaining a strong financial foundation for clients, partners and future prosperity.

"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," said CEO Simon Benhamou.

Re-disseminated by Wealth and Society