Institutional capabilities to empower your independence
Solutions for Independent Wealth Managers
Multiply your impact without weighing down your structure. We place our global platform and expertise at the service of your independence, offering execution and reporting that meet your highest requirements.
Is This Solution Right for You?
Ideal For
- •External Asset Managers (EAMs)
- •Independent Wealth Managers
- •Family Offices
- •Client assets from CHF 50M+
Investment Range
CHF 50M AuM
Typical minimum to maximize benefits
Time Horizon
Long-term partnership
Recommended investment period
Expected Outcome
Institutional infrastructure with partner-level service
Need institutional infrastructure to develop a human relationship with your clients?
Combine the power of our infrastructure with human expertise. Our reporting and order-routing tools integrate perfectly into your ecosystem, supported by specialists available in real time.
- Direct access to a multi-asset trading floor
- Consolidated reporting and multi-custody view
- Credit solutions and wealth engineering
- Personalised support from a dedicated desk
"We place at your service the impact of a global bank, combined with the proximity of a family house. The goal is to transform operational complexity into a strategic lever."
Carel Huber
Global Head of Independent Asset Managers
Comprehensive Partner Support
Our proven process ensures comprehensive solutions tailored to your situation
Custody & Operations
Secure custody solutions with streamlined operations and transparent reporting for you and your clients.
Investment Solutions
Access to our full range of investment mandates, funds, and alternative investments for client portfolios.
Technology Platform
Modern digital tools for portfolio management, client reporting, and operational efficiency.
Compliance & Support
Regulatory guidance, compliance framework, and ongoing professional development resources.
What's Included
Every wealth management mandate includes these comprehensive services
Portfolio Management
Active management of your investment portfolio with regular rebalancing
Wealth Planning
Comprehensive financial planning tailored to your life goals
Tax Optimization
Strategic tax planning to maximize your wealth preservation
Estate & Succession Planning
Secure wealth transfer to future generations
Retirement Planning
Pillar optimization and pension strategy
Dedicated Relationship Manager
Personal advisor available for consultations
Your Dedicated Advisory Team
Get personalized guidance from our experienced wealth advisors who understand your unique needs.
Ready to discuss your goals?
How We Work
At your service, a specialized team and cutting-edge digital tools
Relationship Manager
Your primary contact for all banking needs
Wealth Planner
Expert in wealth planning and advice
Portfolio Manager
Investment specialist managing your assets
Investment Advisor
Provides tailored investment recommendations
700+ Professionals
Our Group at your service, in Switzerland and beyond
