Our Intermediary Bundle gives classic financial intermediaries like asset managers and fiduciaries the opportunity to hold the assets they have generated in custody securely for their clients and manage them efficiently.
All services at a glance
- Personal advisor
- Current account (CHF, EUR, USD, GBP, etc.) for payment processing
- Omnibus accounts (CHF, EUR, USD, GBP etc.) for managing client assets
- Securities custody account (orders processed via personal advisor or recorded 24/7 via the online banking system)
- Extensive advice and support for the processing of client orders
Our personal advisor Frank Martin is at your disposal with further information at any time.
Do you want to make it easier to process your payment and investment orders? Then also use our online banking system.