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Get in touch with the most progressive private bank in Switzerland.

CONTACT US

Digital Assets For Traditional Investors

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We are the trusted Swiss partner for financial intermediaries

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Our dedicated FIM Desk is offering privileged and exclusive investment services for your clients - be it Private Markets, Longevity Investments, Digital Assets and many more. Learn more how we can help you to be successful for your clients. 

Your easy and safe way to add digital assets into your clients' portfolios 

We have found a solution to integrate digital assets into traditional, proven, bankable infrastructure

 

Regulated

Bankable and regulated shell in the form of a Liechtenstein alternative investment fund. 

Highly reputable investment vehicle.

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Secure 

No unknown or questionable counterparties or exchanges. Safekeeping of private keys with highest level of security managed by bank. 

Best in class regulated infrastructure.

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Efficient 

Fair and transparent pricing plus revenues from staking.

Competitive cost structure. 

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Book a meeting

Dedicated personnel with relevant experience and access to the entire collective intelligence and capabilities to guarantee a best-in-class service

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Christian Oertli

Head Financial Intermediaries

Drawing from 30 years of experience in the private banking industry, Christian leads the dedicated team for FIMs. He is the strategic partner for all relations with FIMs, ensuring their productive development.

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Urs Merz

SENIOR ADVISOR FINANCIAL INTERMEDIARIES

Urs has been in the banking industry for over 40 years, has extensive technical and operational expertise in the FIM industry. He has earned a reputation as a highly respected partner for FIMs.

 

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Martin Petermann

Senior Advisor Financial Intermediaries

With 25 years in Private Banking and 15 years dedicated to Financial Intermediaries, he excels in managing complex global relationships and providing exceptional service.

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Monty Stoller

Senior Advisor Financial Intermediaries

Monty, with 30 years of global banking experience, including 10 years in the FIM business, has a profound knowledge in the areas of client relationship, business, project and process management.

SOME MORE OFFERING HIGHLIGHTS

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Private Placement Life Insurance Policies (PPLIs)

Gain access to top firms specializing in personalized life insurance policies for wealth structuring, tax planning, and succession planning.

Our services ensure compliance with the policy holder's tax domicile, offering efficient due diligence, high discretion, and rapid account opening.

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Custody and Trading of Digital Assets

Custody, brokerage and credit services for more than 20 crypto currencies as one of very few private banks.

Convenient access via e-banking portal.

Digital assets desk with strong industry experience and network. 

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Payment Services from West to East

Deep understanding both of Eastern European and Central Asian markets where we have gained local expertise.

As one of very few Swiss private banks we facilitate transaction and trading activities between East and West.

Our custody services include the safekeeping and administration of securities and other financial assets on behalf of clients. 

Safekeeping: We hold and safeguard the physical securities and other financial assets on behalf of clients. This includes keeping track of the ownership and movement of these assets, as well as ensuring that they are protected against loss or damage.

Asset servicing: We provide a range of services related to the administration and management of financial assets, including collecting dividends and other income, issuing and redeeming securities, and handling corporate actions such as mergers or stock splits.

Our trading services include the execution and settlement of securities transactions on behalf of clients. 

We facilitate the settlement of trades and other transactions involving financial assets under our custody. This includes verifying the accuracy of the trade, transferring the assets from one party to another, and ensuring that all relevant parties receive the appropriate payment.

Our reporting services include both paper-based an electronic provision of securities reporting on behalf of clients. 

We maintain accurate and up-to-date records of the financial assets under our custody, including the ownership, value, and any transactions related to these assets.

Our comprehensive credit, loan and lending facilities are also available to end-clients managed by our business partners.

Whether it's a complex structured finance, a single stock lending, or simply a mortgage, contact us to enable the relevant solution for you.

 

"Empowering Financial Intermediaries to Capture Opportunities and Shape Success Together."

So, what are you waiting for...

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