Due diligence procedure and presenting the client profile.

Account opening. 

Identifying and authenticating assets (financial, property, savings and/or retirement fund).

Researching optimal tax solutions (within the automatic exchange of information).

For existing accounts held elsewhere, optimising the banking relationship, reducing annual fees and increasing confidentiality.

“Discretionary” and “Advisory” management.

Conservative, long-term approach.

Priority given to the protection of family and inheritance capital.

Selecting the soundest financial products, with bespoke solutions according to the desired risk profile.

Confidential analysis of existing underperforming portfolios with other banking institutions.

Facilitating family affairs relating to Switzerland. Arrangements for residence permits and property purchase/rental.

School selection and enrolling children on chosen courses.

Health care management, including appointments with doctors and arranging medical visits and stays in clinics.

Making arrangements for business and leisure trips, including making reservations and ticket purchases.

Taking care of all questions related to personal and professional insurance.

Registering all types of Swiss company.

Looking after administration, accounting and tax. Processing correspondence and authenticating documents.

Human resources management, signing employment contracts and registering residence permits in Switzerland.

Preparing commercial and other contracts.

Support with trading operations with partner banks. Customs procedures.