For the past 300 years Switzerland’s banking secrecy has been its USP. However efficiency and a stable currency are what makes Switzerland the world’s leading wealth manager today. Combine that with outstanding performance, minimal risk and flexible fee models from the new era boutiques and we’ve identified Switzerland’s USP for the next 300 years. In the wake of the financial crisis came the birth of a new client-centric generation. Private Banking service providers needed to further demonstrate their expertise in the areas of risk profiling, asset allocation, product selection, and due diligence resulting in a new era of boutique banking combining offshore and onshore value propositions that are based on holistic client needs.
At Helvetia Wealth Private Banking is about more than the traditional banking services. It's about providing a one-to-one service that is essential after a certain level of wealth. It’s about finding creative solutions to complicated situations so that affluent individuals and their families can protect their wealth today, and develop new sources of wealth for future generations. And it’s about offering a comprehensive selection of best in class products and services that cater for the particular financial needs of a wealthy client.
Our approach is to take a complete view of your wealth. Your relationship manager begins by understanding your individual financial needs, and then mediates the best solutions to fit your unique situations.
With a global network of investment services across all major markets, Helvetia Wealth can help you secure your financial future and that of your family, and to find new sources of wealth aligned to your needs and interests.
Whether you are investing in art or relocating overseas, a relationship with Helvetia Wealth opens up a range of specialist services to you and your family. Our team and network of specialists offer expertise in a myriad of areas including philanthropy, property investment, and tax advice.
Most importantly, we act as independent mediators and understand that your needs are individual to you, as will be the tailored solutions we offer.
If you are looking for the services of a private bank, or want to find out more, please contact us.
At Helvetia Wealth Private Banking is about more than the traditional banking services. It's about providing a one-to-one service that is essential after a certain level of wealth. It’s about finding creative solutions to complicated situations so that affluent individuals and their families can protect their wealth today, and develop new sources of wealth for future generations. And it’s about offering a comprehensive selection of best in class products and services that cater for the particular financial needs of a wealthy client.
Our approach is to take a complete view of your wealth. Your relationship manager begins by understanding your individual financial needs, and then mediates the best solutions to fit your unique situations.
With a global network of investment services across all major markets, Helvetia Wealth can help you secure your financial future and that of your family, and to find new sources of wealth aligned to your needs and interests.
Whether you are investing in art or relocating overseas, a relationship with Helvetia Wealth opens up a range of specialist services to you and your family. Our team and network of specialists offer expertise in a myriad of areas including philanthropy, property investment, and tax advice.
Most importantly, we act as independent mediators and understand that your needs are individual to you, as will be the tailored solutions we offer.
Private Banking Services
- Multi Currency Accounts
- Dealing and Custody Service
- Foreign Exchange
- Tax Advice
- Cards
- Lombard Loans
- Safe Deposit Box
If you are looking for the services of a private bank, or want to find out more, please contact us.