As an asset manager or family office, you are in daily contact with your clients and adopt your own individual approach. When working with a bank you expect the same trusted partnership, competent advice and high level of service.
Individual assessment and expertise
As an independent financial expert, it is important for you
- to work with a Swiss bank that serves local and international customers,
- to have a point of contact that understands the requirements of entrepreneurs,
- to have a partner who cares about assessing your customers individually and having personal contact with you,
- to gradually withdraw from the company in your own succession plan, but still be able to perform selected tasks you like to do.
The requirements of your customers take priority
We have extensive expertise and all the necessary know-how to work with external asset managers and family offices. We always focus on taking a pragmatic approach.
Our personal commitment to top-quality service
You benefit from:
- A trustworthy partnership, rapid problem-solving with a dedicated team.
- An independent approach which means we can select investment instruments from a wide range of products and services from multiple suppliers.
- Our support, synergies and flexibility in your own succession planning.
«As a bank for entrepreneurs, we focus on providing tailor-made solutions.»
We would be pleased to cater for your wishes.
Your personal consultant: