Your autonomy, our execution power.

    Independent Wealth Managers & Financial Advisors

    You offer your clients bespoke management and total availability. To sustain this model of excellence, we act as your reference custodian bank: a multi-booking platform (Switzerland & International), direct market access, and administrative fluidity designed to free up your management time.

    Architecture with water reflection
    Carel Huber
    "We do not replace your expertise; we multiply it. Our role is to provide the institutional architecture that transforms your strategies into performance."

    Carel Huber

    Global Head of Independent Asset Managers

    Is your infrastructure equal to your independence?

    Between regulatory pressure and administrative complexity, the time available to your clients is diminishing. You need a banking partner that does more than simply hold assets, but optimises your operations: responsiveness in account opening, access to credit, and depth of investment offering.

    • Extended trading floor access (until 10:00 PM) and direct execution
    • Pre-check service to streamline your clients' onboarding
    • Private Assets offering (Private Equity, Real Estate) to diversify your mandates
    • Operational and compliance infrastructure
    69% of external asset managers consider the increase in costs and time related to compliance as their major strategic challenge.

    Source: PwC, study on independent wealth managers