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We take pride in our prompt and efficient service and aim to be transparent at all times. Our partners are multilingual, as we believe that clients need to be able to talk about financial matters in their native tongue. Value There is no extra cost to you for using us than by dealing with the banks directly. And you are not obliged to invest through us to take advantage of our services – we are also happy to look after clients who merely require bank deposits or other forms of cash management. Confidentiality When you deal with us you are assured of the same level of banking secrecy as when you deal with a bank in Switzerland. Independent advice We are not restricted to offering the products of one institution but can select the most suitable product from the entire market. We never forget that each client’s needs and objectives will be different and must be assessed individually - there is no “one size fits all” mentality. Flexibility Some banks in Switzerland demand evidence of considerable wealth before they will open an account for a private client, sometimes several million Swiss Francs (or US Dollars). If a client has a lesser amount, he may well be refused by such institutions - or asked to accept a much lower level of service and/or higher charges. With us there is no high minimum deposit requirement. Choice Clients are free to open an account with any one of a number of first-class Swiss private banks and can contact their bank directly at any time. As a client of the bank, they also have access to all the customary banking services provided such as credit cards, cash withdrawals, standing orders, safe-deposit boxes etc. Clients visiting Switzerland are welcome to use any branch of their bank to transact business. Security We have no authority to withdraw cash or assets out of your account. The bank will only ever accept outward transfer instructions from the account-holder(s). In this way, you have full and sole control over your account at all times. Professionalism All Swiss independent portfolio management firms have to be registered with the Swiss banking authorities. Audits are carried out to ensure that advisers are suitably qualified to give advice. Continuity We offer the long-term relationship that many banks claim to offer but often neglect in practice. There are few bank advisers who will look after the same client for many years due to staff turnover, changes in bank strategy etc. By dealing with an External Asset Manager such as Invest-Partners you can be confident that your adviser will be able to look after you for as long as you want, and successive generations of your family. |
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| Japanese | German | Spanish | International copywriting & localisation by: Jt/WIP |
