PRIVATE BANKING
We are combining the long-standing Swiss Private Banking traditions with a pro-active entrepreneurial mindset. This alchemy results in what we call Modern Private Bankers, where agility, integrity and enthusiasm meet in a boutique-sized structure. It is our ambition to benefit from that to offer “best in class” services.
TAILORED SOLUTIONS
We work closely with you to fully understand your investment objectives, risk sensitivity, tax requirements and cash-flow needs. When developing your financial wealth plan, we take a holistic approach to understand your full financial aspirations. By analyzing the complete picture, our team of specialists are able to provide you with a 360° plan to help you achieve your goals.
FINANCIAL INTERMEDIARIES
In the fast changing financial world with more and more regulations, you need a pragmatic and agile bank to support your business. We are dedicated to be this reliable and solution oriented partner for you, making it possible for you to deliver quality service to your clients. We are determined to stay updated and able to fulfill your complete needs of a strong bank for your clients.
CUSTODIAN SERVICES
You benefit from a direct access to a personal relationship manager. All teams in our bank work together on giving the best possible service. This leads to high quality solutions, precise answers and fast execution of orders. We simply aim to provide solutions to make your – and your client’s – life easier.
