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Portfolio Management Service

The management by a bank or financial institution of the quoted securities of a customer. This includes the safe-keeping of securities, dealing with scrip and right issues, the collection of dividends, the preperation of valuations, periodic review and re-allocation of the available funds where this is thought neccessary.

Family Office and Wealth Management
International Estate Planning
International Swiss Private Banking
Corporation, Trust and Foundation Formation
Swiss Bank Accounts

Asset Management
Private Banking
Inheritance Planning
Family Office
Trust Formations

Free and strictly confidential Consultation

If you are interested in a free and strictly confidential consultation and wish to talk to one of our professionals please click here. The appropriate expert will call you back and render a general introduction to our services via telephone and then offer to meet you wherever it is convenient for you, in one of our banks in Switzerland, in one of our professional offices in Switzerland or even at your home if you wish. If you do not want to email us, for a telephone consultation appointment with a private banker phone: 0044 151 261 0989..

The private banking services are usually offered to clients with assets of a minimum of $500,000 USD. But even with lower amounts of funds, if you feel, that you qualify as a potential client for our advisory group, because you need an international estate planning structure, offshore trust or foundation for your assets or simply look for an appropriate Swiss Bank for your funds, do not hesitate to contact us and click here for a strictly confidential and free consultation.