Together with you we will analyse your needs and objectives. Based on the given results we will elaborate your individual solution.
With your agreement we will open an account and a custody account in your name with a first class Swiss Bank.
At the same time we prepare the client documentation and will handle all required formalities.
Activating your client relationship
By transferring liquid assets or depositing assets, our client relationship will be activated.
Our management fee reflects the size of your portfolio, the complexity of investments and the expenditure for our work. This fee will mostly be compensated by favourable bank commissions and attractive conditions.