It is pretty straightforward – the steps below show you how to become a client, based on your current situation.
All you need to do is:
Find out about us, our services and our frequently asked questions.
Get in touch with us. Send us a message or call us on +41 61 269 93 00 to arrange an appointment. Your appointment will be free of charge and non-binding.
At our first meeting, we will listen to you and discuss your personal goals and needs. Then, we will provide you with an honest assessment of your current portfolio(s) and a recommendation of how to proceed.
We will help you to fill in all the essential paperwork. We will arrange for you to open an account (in your name) at one or several banks of your choice; then supervise the transfer of assets to your new account(s).
After following those steps, you will be a client. You will find that our reporting is straightforward and understandable. As a central point of contact for all your financial matters, we will provide you with independent support over the long term.
Please contact us if you have any questions. We are there to help.