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External Asset Managers

In this area, we focus entirely on your needs as an independent asset manager. Our highly experienced experts support you in providing your clients with the best possible service. You choose the level of cooperation that best suits you and your clients. Below you will find a selection of our services, which we tailor specifically to the needs of you and your clients:

  • Comprehensive, professional and personalised support 
  • Traditional services such as account management, order execution and custody account safekeeping
  • Global securities trading
  • Loans such as Lombard loans and mortgages
  • Actively Managed Certificates (AMC)

As an independent asset manager, you can also request an overview of your clients' assets via e-banking and access to our in-house research with proven experts who concentrate on the Swiss capital market and focus on the primary analysis of mid and small capitalised companies. We also organise internal company presentations for you and your clients. The satisfaction of our clients and partners is our motivation. With mutual trust, we create the basis for a long-term and successful partnership.

Get in touch with us today.

We combine the traditional values of Swiss banking - security, stability and expertise - with innovative solutions for our clients.

Oliver Stäheli

Head of External Asset Managers

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