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Unter Altstadt 10 - Postfach CH-6302 Zug

custodian banks

FREE FROM CONFLICTS OF INTEREST

PREFERENTIAL CONDITIONS. LIMITED POWERS OF ATTORNEY. ASSETS PROTECTED.
We negotiate preferential conditions for you

We work with renowned institutions with which we have negotiated attractive preferential conditions for our clients in terms of brokerage fees, custody fees and foreign currency exchange rates. These cost savings already cover a significant part of our fees. If you prefer other financial institutions, we will of course be happy to integrate them.

 

We only require limited powers of attorney for optimal management

The custody account will always be in your name, and we will only have access to it by means of a limited power of attorney in order to be able to optimally manage the securities portfolio.

 

No money transfers without the client’s consent

Assets are protected at all times, as we cannot make any external transfers of funds without a client’s consent.

 

ICH BIN AN EINEM UNVERBEINDLICHEN PORTFOLIO REVIEW INTERESSIERT

Bitte füllen Sie das untenstehende Formular aus und drücken Sie auf den ‹Senden› Knopf. 

Wir werden umgehend mit Ihnen in Kontakt treten.

Bitte füllen Sie das untenstehende Formular aus und drücken Sie auf den ‹Senden› Knopf. Wir werden umgehend mit Ihnen in Kontakt treten.

BITTE KONTAKTIEREN SIE MICH UNVERBINDLICH BETREFFEND FOLGENDER DIENSTLEISTUNG(EN)
I AM INTERESTED IN A NON-BINDING PORTFOLIO REVIEW
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I AM INTERESTED IN A NON-BINDING PORTFOLIO REVIEW
Please fill out the form below and press the ‘Submit’ button.
We will contact you shortly.
Please fill in the form below and press the ‘Send’ button. We will contact you shortly.
Please contact me without obligation regarding the following service(s)