As a financial intermediary you strive to meet your clients’ needs and ensure they receive the best possible service and return on their investments. As an entrepreneur you would also like to keep your company on a long-term success track. As a global leader in the provision of Wealth Management services, we will work closely with you to help you achieve this goal. We view a partnership with you as strategically important. Our strong commitment to financial intermediaries is borne out by the fact that we have 11 locations in Switzerland from which to serve you, as well as nine locations abroad. Furthermore, we have more than 150 client advisors who know the ins and outs of your industry. We can offer you a service that is tailored to your specific needs.
Personalized assistance tailored to your business model
We support you along the entire value added chain, from the founding of your company to succession planning. You can work with us at the level that best suits you and your clients.
Our modular system means we can easily adapt the services we provide you to fit your current needs should there be any change to your goals and strategy.
