Advantages / characteristics

• Stable Swiss Financial Center:
  • Solidity of Swiss banks, reliability of the Swiss legal system, and the stability of political institutions and currency make Switzerland a global “safe haven.”
• Cultural Diversity and Comprehensive Services:
  • Swiss banks, known for cultural diversity, offer a wide range of services catering to clients of all nationalities and asset sizes.
  • Well-trained, multilingual, and open-minded staff ensure high-quality advice.
• Talent, Competence, and Innovation:
  • Swiss banks boast the most talented, competent, and ambitious staff, utilizing proven and innovative methods with the best available systems to ensure the highest quality.
• Risk Mitigation:
  • No risk of nationalization of financial institutions, providing stability compared to instances in other countries.
• Asset Protection and Diversification:
  • Swiss banks facilitate asset protection through diversification, allowing clients to allocate part of their assets in Switzerland.
• Investment in Top Capitalized Banks:

• • Opportunity to invest in the best-capitalized private banks globally.
• Currency Flexibility and Risk Reduction:
  • Swiss banks allow holding accounts in various currencies, reducing currency risk, e.g., investments denominated in Swiss francs.
• Higher Returns and Reduced Risk:
  • Achieve higher returns and asset growth with less risk through value investing and a best-in-class approach.
• Protection from Unscrupulous Practices:
  • Safeguard against unscrupulous sellers of financial products.
• Fair Terms and Fee Savings:
  • Enjoy fair terms, including an all-in fee per annum, resulting in savings on fees.
• Confidentiality and Regulatory Compliance:
  • Swiss Financial Center guarantees confidentiality; all information remains between the bank and the client.
  • Swiss banks provide account statements in accordance with tax regulations for each EU/OECD country where the account holder resides.
• Protection from Regulatory Changes:
  • Political stability in Switzerland ensures no sudden legislative changes affecting assets, unlike instances in other regions.
• Personalized Service and Expert Advisors:
  • Access experienced and motivated advisors, ensuring a personal touch and avoiding anonymous call centers common in other banking institutions.
• Swissness of Services:
  • Benefit from the Swissness of all services, ensuring a higher level of quality and personalized attention.
• Protection from Bureaucracy:
  • Mitigating the impact of excessive bureaucracy at the supranational level, offering a layer of protection and avoiding arbitrary measures
• Availability of Family Office Services:
  • Opportunity to receive family office services, particularly in the area of succession planning, including Single Family Offices and Multi-Family Offices