Why Switzerland?
Discover the foundational pillars that make Swiss private banking the global standard for wealth preservation.
Economic & Political Stability
Switzerland’s long-standing neutrality and robust, independent governance create a secure environment for your assets, insulated from global political volatility.
The "Safe-Haven" Currency
The Swiss Franc (CHF) is one of the world’s strongest and most stable currencies, offering a reliable store of value against inflation and market turbulence.
A Hub of Global Finance
Access an unparalleled concentration of financial talent in Zurich and Geneva. Benefit from a multilingual, highly-skilled workforce dedicated to finance.
The New Standard of Privacy
We operate under the Automatic Exchange of Information (AEOI), ensuring full tax transparency. Privacy now means protection from data breaches and arbitrary interference.
Regulatory Excellence (FINMA)
The Swiss Financial Market Supervisory Authority (FINMA) enforces some of the world’s strictest banking standards, ensuring sound practices and institutional health.
Depositor Protection (Esisuisse)
Your deposits are protected by Esisuisse, the Swiss depositor protection scheme, which guarantees funds up to CHF 100,000 per client per bank.
Bespoke Wealth Management
A holistic suite of services designed to grow, protect, and transfer your wealth across generations.
Wealth & Investment Management
Customized global investment strategies, discretionary and advisory mandates, and rigorous risk management to align with your personal goals.
Estate & Succession Planning
Thoughtful structuring of your assets to ensure a seamless and tax-efficient transfer of your legacy to the next generation, compliant with international law.
Family Office Services
For UHNWIs, we offer comprehensive support including consolidated reporting, philanthropic advisory, and administrative services to manage complex family wealth.
Specialized Financing
Gain liquidity without liquidating assets through flexible Lombard loans. We also facilitate financing for high-value assets like real estate, yachts, and fine art.
Client Portal & Insights
Exclusive analysis and perspectives from our team of global financial experts.
A Transparent & Compliant Process
Our streamlined onboarding is designed for clarity and efficiency, ensuring full compliance with the highest international standards.
Note: Private banking relationships typically require minimum investable assets of $1 million to $5 million USD or equivalent.
Initial Contact
A confidential discussion to understand your unique financial situation, goals, and expectations.
Due Diligence (KYC/AML)
We conduct rigorous Know Your Customer & Anti-Money Laundering checks as mandated by law.
Source of Wealth
You must provide clear, documented evidence of the legitimate origin of your funds to be invested.
Account Opening
Upon successful verification, your account is opened, funded, and your bespoke wealth strategy begins.