Private Banking
Swiss Traditions.
Global Thinking.
Modern banking services based on traditional Swiss values backed by global investment platforms and a full concierge service. There are currently in excess of 50 Swiss Banking advisory firms registered with the SEC. The problem most people have is who to choose and based on what criteria. Swiss Banks USA is independent and works with some of the best SEC registered banking firms so our clients are able to choose which firm suits them best.
Swiss Traditions.
Concierge Services.
Private concierge banking is the new standard and encompasses everything from banking and asset management to fiduciary, legal, tax and lifestyle functions. If you would like to be introduced to some of the best in Swiss banking please contact us and we will be happy to assist.
Swiss Traditions.
SEC Registered.
FINMA Regulated.
As a US person it is important you work with an advisory firm which is registered with the SEC in the States and regulated by FINMA in Switzerland. This will ensure that your banking is completely tax compliant with the IRS at home, and your advisor adheres to the very strict regulations of the Swiss banking regulator.
Swiss Traditions.
Custodian Services.
In the US most clients rely on the US Custodian banking system to look after their financial affairs. Private wealth families need to use one of the big American or international banks based in the US to run their business affairs as their global reach and support systems are unbeatable. However, reliance on one custodian banking system means clients do have all of their eggs in one basket!
In Switzerland, the Custodian banking system is built on traditional Swiss values. The traditional Swiss custodian banks normally offer three services, private and institutional wealth management and custody. Unlike their US counterparts they are not involved in proprietary trading, loans of any kind or lead in M&A deals, all of the things which helped bring the US banking system to its knees ten years ago. When choosing a custodian bank it is important to look at their underlying risks and historic performance.
If you are looking for stability, asset protection and wealth preservation, Swiss banks can be a great solution.
Swiss Traditions.
How to open an account.
Swiss Banks USA WOULD BE DELIGHTED TO ASSIST YOU WITH AN INTRODUCTION TO ONE OF OUR BANKING PARTNERS IN SWITZERLAND. PLEASE BEAR IN MIND THAT THE MINIMUM DEPOSIT REQUIRED TO START A RELATIONSHIP IS $1MILLION.
IF YOU WOULD LIKE TO arrange a call to discuss your intentions, please contact us.