Philippe Bollag Aquila AG
New Advantages in Private Banking
with independent Portfolio Managers
Are you interested in a permanent and long-term relationship in Private Banking?
Do you desire to rely on an independent and professional investment adviser?
Do you wish to be guided competently and personally in the diverse range of services
and products offered in Private Banking?
Should you be interested in professional investment advice, tailored to your needs,
please contact us.
We will take more time for you.
Trend towards increased size in Private Banking
The wave of mergers in Swiss Private Banking has entered into a new phase. Hardly
a month goes by in which traditional and well known names in Private Banking dis-
appear as a result of mergers with international large ﬁnancial institutions. The number of
reputable private banks is continually decreasing. Reorganizations and the constant
change of advisers negatively affect the private client’s key desire for continuity in the
relationship with their portfolio manager. Systematic standardization is replacing
At the same time the supply of ﬁnancial market services with numerous new complex
products and strategies has grown so much that the private clients often have
difﬁculty ﬁnding and maintaining the investments correctly tailored to their needs. This
over-supply of choice demands that the client relies on an adviser who has not
only a profound banking knowledge but also an economic independence. An indepen-
dent adviser is also best able to understand and advise on the correct calculation
of charges applied by the banks.
The best solution is the consultation of an independent ﬁnancial adviser
More and more wealthy private clients are turning to independent ﬁnancial advisers
who identify with their clients and carry out their speciﬁc individual requirements,
and with whom the private client can maintain a long-term, trustworthy relationship.
Philippe Bollag Aquila AG offers you all the advantages of an independent portfolio
manager: close client contact, continuity, independence and banking knowledge. With
our more than 20 years of experience in the ﬁnancial and investment business we
would like to advise and look after you extensively, always receptive to your wishes and
with open eyes for new developments.
Philippe Bollag Aquila AG joined the Aquila Group as a partner company in the summer
of 2006. As a licensed securities dealer, Aquila Investment AG falls under the super-
vision of the Swiss Banking Commission as it is registered under the Swiss Stock Exchange
and Securities Trading Act.
Philippe Bollag Aquila AG
What we stand for
Philippe Bollag Aquila AG, incorporated and managed by Philippe Bollag, joined Aquila
Investment AG, Zurich as a partner in mid 2006. Philippe Bollag has many years of
banking experience, especially in Private Banking. He graduated from the University of
St. Gallen and started his professional career in international commodity trading with
Phibro-Salomon in Zug. He gained experience at the head ofﬁce of UBS in Zurich in the
practical functioning of the stock exchange. He was a member of the Swiss Options
and Financial Futures Exchange (SOFFEX) team at the time SOFFEX was introduced, and
he conducted large and intensive educational events and wrote numerous articles
in the NZZ, Finanz und Wirtschaft, Schweizer Bank and other publications. During his
19 years at the Credit Suisse Group, Philippe Bollag, as a member of management
worked on client advisory, staff and management assignments, especially in investment
business for institutional and private clients, at the head ofﬁce and at branches.
In the last seven years Philippe Bollag has developed and looked after an international
clientele as an investment adviser and relationship manager at Bank Hofmann.
Range of services
Portfolio management – our core business
• Conservative investments in high quality ﬁxed interest investments,
generally in the preferred currency of the client with the main
aim of maintaining nominal value in the portfolio at market conform
• Classical investments in a mixed portfolio of ﬁxed interest investments,
foreign currencies, shares and share related investments. The client
risk proﬁle is mutually agreed and is binding on portfolio management.
• An investment strategy including the use of selected hedge funds to
maintain real value and a positive yield. Independent of market
developments, this portfolio management model is based on long
term and sustainable portfolio appreciation.
• Trading based investments in shares and foreign currencies including
use of derivative ﬁnancial instruments etc. This style is suitable for
clients who desire risk and can cope with it. Clients must have long term
experience in capital markets and the ability to make decisions with
discipline under quick changing market circumstances, however, the port -
folio is exclusively managed by the adviser.
Investment advisory services – we gladly share our knowhow with you
• Depending on the clients’ wishes, regular or sporadic reports on
ﬁnancial markets and advice on investment possibilities in ﬁnancial
markets, tailor-made to suit the client’s investment needs.
• Support in advising on the selection from the diversity of ﬁnancial
• Continuous supervision and consolidation functions of accounts on
behalf of the investor when maintaining multiple relationships with various
• On request we are pleased to give second opinion advice in relationship
with mandates managed by third parties. Controlling and assessing
the reasonableness of fees charged by third party ﬁnancial institutions.
Tax consulting (including the completion of tax declarations)
can be integrated in our advisory services by using external specialists.
We maintain a network of contacts to specialized consultants in
questions of tax optimisation in an international context (company
formation, foundations, trusts, etc.).
Strategy consulting by the use of life assurance (e.g. annuities in the
budget planning for post working period).
On questions of real estate consulting and its ﬁnancing, consulting in
ﬁnancing art collections or the liquidation thereof. Financing of
yachts and private jets, etc. is not offered directly but can be arranged
through a network of ﬁrst class professional consultants.
Where to ﬁnd us:
Philippe Bollag Aquila AG
(Tram lines 2, 6, 7, 8, 9, 11 and 13)
Phone: +41 (0)44 213 68 75
Fax: +41 (0)44 213 68 70
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Philippe Bollag Aquila AG www.bollag-aquila.ch
Bahnhofstrasse 28a/Paradeplatz Tel. +41 (0)44 213 68 75
CH-8001 Zürich Fax +41 (0)44 213 68 70