Independent and objective. Selecting and monitoring custodian banks and investment professionals. Investment policy and performance review – managing risk, maximizing returns and preserving wealth across generations. With Swiss precision.
Swiss Wealth Services supports families in establishing an investment management structure through the selection of suitable investment professionals and custodian banks. Our independent assessments evaluate investment strategies, performance, risk management, services, infrastructure and costs. We also assist with negotiations, account openings and investment mandates. This enables families to make informed decisions, enhance operational flexibility and effectively support their long-term objectives.
We help families build and manage effective banking relations in Switzerland tailored to their personal circumstances and long-term objectives. Our services include selecting suitable custodian banks evaluating reputation and financial strength, custody and service capabilities, negotiating fees and supporting account openings. As an independent central point of contact we coordinate relationships with multiple banking partners, assist with credit facilities and KYC/AML requirements and maintain regular communication. This approach enables families to start and maintain Swiss banking relations based on personalized and consistently high service standards.
We assist families in developing and monitoring their investment strategy. Our services include selecting suitable investment managers evaluating reputation, financial strength and performances, negotiating fees and supporting KYC/AML requirements and maintain regular communication. We provide investment oversight for families monitoring and covering investment policy statements, portfolios, risk, performance, costs and compliance with agreed mandates. Acting as an independent liaison with private banks and external investment managers.
Many families seek exposure beyond traditional financial markets. We assist families in evaluating opportunities and coordinating investments in private equity, venture capital, private credit, infrastructure, real estate and other alternative investments. Ensuring objective analysis and supporting informed decision-making, while investment decisions remain with the family.