offshore banking
Swiss private wealth management

Choice
There is a very great choice of products and services available in Switzerland, especially as regards offshore funds. Opportunities for cash management exist in all major currencies. And the wealth management industry in Switzerland is truly global in outlook.

Low commissions
Commissions on buying and selling securities and funds compare favourably with those charged in other financial centres.

High-interest deposits
Because they look after clients with above-average size deposits, Swiss banks tend to pay high and competitive rates of interest.

Diversification
Clients concerned about bank risk elsewhere can be reassured that their assets will be quite secure in the Swiss banking system. All the Swiss banks we work with enjoy high credit ratings.

Professionalism
Too often, banks and brokers the world over are guilty of putting their interests first and selling unsuitable products to their clients in order to satisfy sales targets. We, as a Swiss independent wealth management firm, focus on the long-term and do not risk destroying customer trust through the pursuit of short-term profits.

Banking secrecy
It is a criminal offence under Swiss law, punishable by a prison sentence, to reveal any information about bank accounts and customers to a third party (unless ordered to so do by a Swiss court).

Everything under one roof
Private Banks and External Asset Managers (EAMs) in Switzerland can give advice on all aspects of personal finance, from banking and investments to tax and estate planning.

Convenience
Unlike some countries, Swiss banks permit joint accounts where the account continues as normal without being frozen on the death of one account-holder.

No Swiss taxation
There is no taxation by the Swiss government of assets held in a Swiss account belonging to a non-Swiss resident. This applies to all taxes (including income tax, capital gains tax and inheritance tax), although special rules now apply to clients whose main residence is in an EU country.

However, clients may be liable to tax on assets held in Switzerland in the country where they are resident. It is the client’s responsibility to make a declaration in that country as necessary - Swiss banking secrecy forbids banks to release any account details to third parties.
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