Our Private Banking
This is one of the main activities of our bank and is supported by two key sectors: financial consulting and asset management. Our primary aim is to provide a total asset management service meeting all the requirements of our Private Banking Clients and ranging from simply managing the Clients’ wealth to providing advice on the most complex legal, tax and business issues.
Our added value
It comes from the long experience we have built up in Private Banking, which enables us to maintain a highly competitive position in comparison to other banks. It has also allowed us to export our know-how outside of Switzerland.
They involve asset management mandates, which have been extended and renewed in terms of lines and respective investment profiles.
Our management products are divided into:
- Asset Management Mandate:
direct financial instruments (e.g. stocks and bonds) and indirect financial instruments (e.g. funds and structured products);
- Asset Management Funds Mandate:
predominantly investment funds.
- Dynamic Floor Management:
fundamental elements of DFM authority include the quota of capital which generally requires protection (the so-called “floor”) and the leverage factor (the so-called “multiplier”), used to increase exposure to the equity market.
Within the context of Asset Management Funds Mandate, we have added a new profile, "Conservative plus", which – while generally positioned in the medium-to-low risk range – aims to achieve a potentially better performance than the money and bond markets.
Our online services
They allow our Clients to consult the position of their accounts and investments in a simple, fast and convenient way, 24 hours a day.