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
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
Details
Accounts in five main currencies (CHF, EUR, GBP, JPY, USD)
Accounts and custody accounts for clients from various home countries
Savings plans and payout plans for all models
Flexible fee structure, also suitable for fee-only advisors
19-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
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.
