Banking and Finance Institutions

Credinvest Bank awarded for service excellence: a recognition that strengthens Ticino's role in private finance.

23 March 2026

Edited by the Editorial Staff

The Lugano-based institution wins the title of best customer service in Switzerland at the Euromoney Private Banking Awards 2026, confirming a strategy based on tailored advice and long-term relationships.

In the competitive landscape of Swiss and international private banking, Credinvest Bank 's recognition marks a significant step forward for the entire Swiss financial sector. The institution was awarded the title "Switzerland's Best for Client Service" at the Euromoney Private Banking Awards 2026 , among the most prestigious global initiatives dedicated to wealth management.

The awards ceremony took place in London, at The Peninsula London, during an annual ceremony that brings together operators, analysts, and key players in international wealth management.

The value of service at the heart of the evaluation

Now in its twenty-first year, the Euromoney Private Banking Awards represent a benchmark for evaluating best practices in the industry. The award-winning categories cover a broad spectrum of activities: from discretionary wealth management to family office advisory, from succession planning to digital innovation and sustainability.

The recognition awarded to Credinvest is based on criteria that prioritize quality of service and the ability to build strong relationships with clients. In this context, client care is not simply understood as operational assistance, but as an integrated approach that combines strategic consulting, timeliness, and customization.

A deep-rooted presence in Swiss private banking

With offices in Lugano and Zurich , Credinvest Bank specializes in private banking and wealth management, offering tailor-made solutions for a diverse clientele. Its clients include entrepreneurs, independent wealth managers, family offices, and institutional investors.

Over time, the institute has developed a model that integrates financial advice and the creation of relational value, through a network of contacts and opportunities that go beyond asset management in the strict sense.

Strategy and Investments: The CEO's Comment

Alex Oberholzer , CEO of the bank, underlines the company philosophy by highlighting how actively listening to the customer represents the starting point of every strategy.

According to Oberholzer, service excellence is measured in terms of quality, efficiency, and speed, but also in the ability to offer concrete opportunities for growth and networking. With this in mind, the institute doesn't just expand its client base or assets under management, but continuously invests in its operational structures and staff skills.

A future-oriented model

This recognition is part of a broader strategy aimed at building a flexible and integrated ecosystem. Credinvest Bank intends to further strengthen its offerings in both private and institutional banking, with an increasing focus on innovation and personalized services.

In a rapidly evolving environment, adaptability and quality relationships are becoming key. The award from Euromoney therefore appears not only as a milestone, but also as confirmation of a journey already underway.