SERVICES

Banks

In partnership with major Swiss custodian banks in Geneva, we are in a position to offer excellent, flexible and advantageous banking services that can benefit even the smallest portfolios.

This organisational structure enables us to direct both our Swiss and foreign customers towards the bank most suited to their needs, in particular with regard to their specific internal policies in terms of Cross Bordering and/or size of accounts.

Studies

We shall carry out an in-depth study of your current portfolio.

Accounts

Our process for opening accounts is simple, fast and user-friendly.

Transfers

We pay any fees related to the transfer of your portfolio to our custodian bank.

Fees

We do not charge any administrative fees nor any opening and closing of account fees.

Rates (Consult us)

Our bank rates undercut those of our competition.
Our annual management fees are highly competitive.
Our Family Office services fees are unbeatable.

Management

A secure and customised management adapted to your objectives.
Total transparency in the flow of information.
Detailed, regular and on-demand status reports.
An ethical code and complete discretion when exercising our mandate.