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  •   Wealth management in Switzerland

    Swiss banking and wealth management
    • manages over CHF 4,000 billion in client investment portfolios or one-third of all internationally invested private wealth.
    • generates 9% of Switzerland’s GDP with over 3% of Switzerland’s workforce.
    Swiss bank client confidentiality
    • The banks have a duty to keep confidential all facts that involve their customers. The right to privacy is laid down in the Federal Constitution.
    • The violation of professional secrecy by a representative of a bank or by whoever tries to induce others to violate professional secrecy is punishable by imprisonment or by a fine even after the termination of relationship or the exercise of the profession. Switzerland has very highly-developed “know your customer” rules which mean our banks are required by law to verify the identity of a client and establish the identity of the beneficial owner of the assets.
    Our regulation
    • Our related independent asset managers are supervised by a Self-regulating Body, recognised by the Anti-Money Laundering Control Authority.
    • Switzerland's existing regulations already comply better than in may EU countries to EU MiFID directive which aim is to improve investor protection, provide greater financial market transparency with measures such as requiring that clients are informed about where they can ind the best price for transactions.

    Please read the legal information before proceeding.
    © 2008 Daniel H. Brüllmann - All rights reserved.