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  •   Wealth management in Switzerland

    Swiss banking and wealth management benefits from its long-standing tradition: 
    • a mentality driven by targeting the highest quality standards and an addiction to precision;
    • a deeply rooted culture of respecting the privacy of the affairs of individuals; 
    • the stability of the Swiss political and economic environment.
    • extensive knowledge and expert advice in international wealth management;
      a superior product and service offering provided by loyal, multicultural and experienced professionals.
    Swiss bank client confidentiality
    • The banks have a duty to keep confidential all facts that involve their customers. 
    • Banking secrecy can be lifted judicially in order to grant law enforcement access to information relevant to a judicial investigation.
    • Recent development point towards a more effective international co-operation in tax matters in all major financial centres.
    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 find the best price for transactions.

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