Our dedicated team has been working closely with Institutional clients for a lont time, providing independent support with a high degree of professionalism.
We also have access to dedicated third-party management companies. We focus on selected, sophisticated, investment managers with a proven track record and enables access between them and institutional investors with a main focus on all asset classes.
The clients that we service may have diverse needs and expectations, sometimes in different countries or jurisdictions.
Beside our local foundation, we are working with different external specialists. At the same time we have created a broad international network of partnerships with experts chosen for their skills, quality of service and work ethics in their own fields, including:
The business policy is based on clear values that provide direct benefits to our clients.
To preserve our independence, we do not offer own financial products and have a transparent fee schedule to avoid all potential conflicts of interest.
Our goal is to help you invest in a better future: one that is financially, environmentally and socially sustainable.
Our purpose is to build responsible partnerships with our clients, colleagues and the companies in which we invest to safeguard and transmit wealth of all kinds in the service of the real economy.
Our purpose, values and behaviours
We take great pride in bringing the best to our clients and by holding ourselves and each other to the the highest standards.
We also encourage our associates to challenge the status quo, and we urge them to be bold, determined and innovative.
We will be responsible and thoughtful investors, managing environmental and social impacts on behalf of our clients and other stakeholders.
We at Swiss Bank Advisors believe the client comes first!
No matter the circumstances, we'll treat you with respect. We guarantee effective and aggressive representation. Our reputation and history of successful second opinion of Swiss Bank Clients speaks for itself.
Our consistent track record of uncompromising ethics instills confidence and trust. We use cutting edge portfolio management that allow us to respond quickly and give you the most relevant information and perspectives on your case.
Our Investment Management capabilities focus on a few areas of expertise in which our dedicated teams build on distinct, successful investment track records.
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