Yes, Intelligent Invest SA can manage your account if it is held at one of the Swiss banks with whom we have agreements. We can also help you choose the best bank with which to open an account.
Yes, we can take over your current holdings and start managing your portfolio.
The Swiss banking system now only works with declared (tax compliant) money. Switzerland is on the so called ‘white list’ and the automatic exchange of information between countries make the keeping of monies in Switzerland perfectly transparent. Amongst the various advantages of holding an account in Switzerland we highlight:
The assets are deposited under the name of the client, in a segregated account, in one of the first-class Swiss banks we work with.
Intelligent Invest SA has a limited power of attorney on the account, i.e. we can manage the assets but cannot wire money or securities out of the account.
Yes, you can do both at any time and at no cost.
The clients benefit from all the services provided by the custodian bank, i.e. internet access, monthly statement and tax reporting among others.
No, in fact you should pay less, as we have been able to negotiate competitive pricing with the banks. We also manage our clients’ assets in their best interests; we invest only in the best products available in the market and don’t trade to generate commissions.
Intelligent Invest SA, as well as all the Swiss banks we are working with, is subject to the Swiss banking secrecy laws. Giving account information is considered a criminal offence.
Our independent research allows us to select the most promising investments for your portfolio as well as finding the best products.Contact us