Best Expertise in Swiss Equities

The market we know best

Our equity research and equity sales teams provide insightful coverage of Swiss equities. With such vast expertise, we ensure that our clients – pension funds, banks, external asset managers, insurance companies and family offices – have a solid base for their investment decisions. Our equity sales team relies on a strong network to generate investment ideas, which are then skilfully executed by our equity sales traders. Our market experts also act as your partner, using their in-depth knowledge of financial instruments to advise you on the best approach to increase your capital.

Research

Because our equity research team covers more than 130 Swiss companies – i.e. 95% of the total capitalisation of the Swiss Performance Index – we bring clients an extensive understanding of Swiss equities. Our 17 sell-side equity analysts closely cooperate with our in-house economists, as well as six Swiss bond analysts and four international equity analysts.

  • Publications and studies on a daily, weekly and monthly basis
  • More than 2,000 annual publications sent
  • Daily Market Opinion: short comments on and analyses of company and market news
  • Number Cruncher: prompt and comprehensive analyses of financial results pre-market opening
  • Intraday comments on breaking news or analysts' presentations
  • Swiss Equity Investments: monthly publication with comments on the Swiss stock market, revisions of ratings and earnings estimates, and key figures per company
  • Company studies with detailed investment cases, insights and company analyses
  • Extensive industry studies with comprehensive market analyses and deep dives into specific topics concerning Swiss equity investments

Brokerage

With our team of eight sales experts and seven sales traders boasting decades of experience, we offer access to diverse trading opportunities, high-quality execution of our trading strategies, multiple trading platforms, liquidity, expertise in the execution of liquid and illiquid blocks, and investment ideas. In addition, we offer the highest level of client service for equity portfolio managers and analysts on the sales side. Our experienced sales and trading team works closely with our research analysts to provide a timely dissemination of information to clients.

  • Constant monitoring of the Swiss equity market
  • Investment ideas and opinions on the market and on companies
  • Investment recommendations and sample portfolios with track records
  • Important sparring partner throughout the entire investment process
  • Research-driven process that delivers crucial investment information about companies in key industries
  • Value creation by combining research, deep knowledge and experience in equity sales
  • Meeting coordination between institutional investors and managers of more than 130 companies, including several hundred deal- and non-deal roadshows, flagship conferences, field trips, site visits and other bespoke events
  • Feedback from roadshows, conferences and site visits

  • Resources and services to leverage trade flows from our large client network
  • Customised execution service for high-touch and low-touch cash equity trading
  • Assistance to boost institutional clients’ understanding of trading events, sector trends and market dynamics
  • Thorough client briefing of our electronic trading offering and order-handling practices
  • Market-making (currently 40 active mandates) and share buybacks (various SMI and SPI companies)
  • Warehousing for small and mid-caps
  • Advice on execution strategy by bringing together product specialists for all equities’ liquid markets as well as offering distinctive trading insights, liquidity provision expertise and customised solutions for investment objectives
  • Innovative solutions to access liquidity, including actionable indications of interest (IOIs), automated capital commitment on algorithmic orders and conditional orders for enhanced block-seeking functionality
  • Centralised dealing desk for banks, asset managers and institutional clients
  • Brokering of blocks in small, mid and large caps between potential buyers and sellers, no orderbook crossing

Equity capital markets

Our capital market experts offer a comprehensive range of services to help you source capital from the Swiss capital markets. We can also provide capital structure consulting and surplus capital reduction. Our team can advise you on every aspect of equity, debt and hybrid capital market transactions. In addition, as a lead manager in IPOs, capital increases, share buybacks and placements, we aim to generate a constant deal flow.

  • Capital increases in the form of cash contributions, either as an ordinary or an authorised capital increase
  • Accelerated bookbuildings, an offering in the equity capital markets that requires special expertise
  • Support on and execution of share buybacks
  • Offer management in case of takeover bid or exchange offer of a SIX-listed company, or public tender or exchange offers with a Swiss target company
  • Market-making to ensure liquidity
  • Issue of additional shares and/or public bonds, including advice on best strategy

Talk to us. Work with us.

We look forward to hearing from you.

The following content is directed only to persons that meet below qualifications and have relevant professional experience and should not be acted on or relied on by other persons.

I'm acting for a legal entity with its registered office in:

which qualifies as institutional client according to Article 4(4) of the Federal Act on Financial Services (FinSA) or as a professional client according to Article 4(3) FinSA.

the legal entity is authorised by the PRA or FCA or qualifies as any other investment professional falling within Article 19(5) of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005

or the legal entity has a share capital or net assets of at least £5 million or qualifies for other grounds as a high net worth company according to Article 49(2) of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005.

I am a natural person (retail client) or the company I'm acting for doesn't fit one of the categories above.

Confirm

Your web browser is out of date

Update your browser for more security, speed and the best experience.

Update my browser Continue

Need help?

Please contact

events@zkb.ch

or call +41 44 292 32 22