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Settlement and custody account management



Our investment accounts offer great
solutions for every type of investor.

Investment accounts

Settlement and custody account management is available for individual and omnibus accounts. All settlement and securities custody accounts are available in different currencies, can reflect individual agreements between advisors and clients and are suitable for savings and withdrawal plans.

The classic

investment account

Choose from over 10,000* products from 400 investment companies and place orders online with just a few clicks.

*depending on the country of origin/distribution authorisation

The flexible

investment account

With the same product variety as with the classic investment account and unbeatable pricing flexibility. Also suitable for fee-only advisors.  

The investment account

with different investment strategies

The investment account for different risk profiles with quarterly rebalancing

Learn more about the investment models. 

The actively managed

investment account

The actively managed custody account with an asset management mandate for different risk/opportunity profiles with quarterly rebalancing and detailed reporting

Learn more about asset management.

Details

Accounts in five main currencies (CHF, EUR, GBP, JPY, USD) 

Accounts in five main currencies (CHF, EUR, GBP, JPY, USD) 

Accounts and custody accounts for clients from various home countries

Accounts and custody accounts for clients from various home countries

Savings plans and payout plans for all models

Savings plans and payout plans for all models

Flexible fee structure, also suitable for fee-only advisors

Flexible fee structure, also suitable for fee-only advisors

18-year track record in own asset management

18-year track record in own asset management

AccountView Online access for private investors.

All important information is available here in real time, and all documents are fully paperless for account holders.

  • Account summary for private investors: all account balances in real time
  • Account transactions: cash/securities positions and transactions 
  • Mailbox: all important documents available online from anywhere 

Learn more about the benefits for account holders.

PaperLess - Digital onboarding: convenience and environmental protection

Contracts can be signed digitally, making the process of opening settlement and custody accounts completely paperless. Custody account holders can identify themselves by means of video identification procedure and sign contracts electronically.

This makes the process of opening accounts more client and environmentally friendly, service oriented, secure and legally compliant.

Naturally, however, the traditional method of opening an account will still be available to clients who prefer this method.


Learn more.