Financial market and safekeeping expertise
- The company benefits from strong B2B relationships and competitive agreements with key financial intermediaries (custodians, brokers, life insurers, fund managers). We curb the cumbersome administrative and financial burden imposed by custodian banks.
- The risk of fraud is averted by a robust trilateral confirmation procedure as well as our in-depth knowledge of client needs and habits.
- Each client is granted data storage space on the company’s servers* in Geneva, alleviating the need to print or save financial and fiscal information at home.
- The firm’s value proposition thrives on decades of monitoring macro-economic conditions and financial modelling. We offer hands-on tuition to clients seeking greater insights.
* ISO 9001 and ISO 270001 certified supplier. Member of the “Swiss Hosting” association.