Private banking international

The private banking services are offered for new clients starting with assets of a minimum of USD 300,000.00 or more.

· Investment Strategy:
- Global analysis of political and economic data and the medium
-term forecasts and scenarios;
- Switzerland, Europe, USA, Japan, Others; and
- Stock, Interest Rates, Currencies, Others.

Asset Management Services in particular:

· Investment Objective:
- Detailed risk assessment;
- Risk Affinity;
- Risk Ability; and
- Performance Goal.

· Investment Tactics:
Detailed research into individual industry sectors and companies, and monitoring of the financial markets

· Reporting:
We will report regularly about the developments of your wealth. It will give you an overview about your account and the strategies, risks and performances taken.

· Investment Advice:
Partnering you in taking your own investment decisions with the help of the research data base we gather together.

· Global Asset Management and Consolidation:
We assist you with your overall world wide wealth. We help you plan and keep the overview by preparing consolidated reports as basis for future decision making and monitoring of your wealth.

· Fund Portfolio:
Diversified investment of your assets among equity and bond funds.

· Administrative Custody Management:
You manage your assets; we handle the transactions for you.

 

HNWIs, click here for a private banking consultation




High-Net-Worth individuals, open a Private Bank Account by filling in an appointment request form.

Our experts will endevour to get back to you as soon as possible.

Try to give as much information as possible about your requirements to help us speed up the process. Thank you.

Click here to request an appointment with a private bank...