Our services – successful opening of a bank account in Switzerland and outside
We ensure success and significant time savings during the account opening process, because we know which banks work most efficiently for which customer groups. We assure the avoidance of unnecessary queries through perfect preparation of all necessary documents.
✔ Analysis of countries of origin, tax residence, asset structure, and business activities.
✔ Selection of the appropriate private or commercial bank, taking into account the bank’s risk appetite/geographical focus of your assets or company/minimum deposits, and expected transaction volume.
✔ Preliminary review of the origin of your assets and company structure.
✔ Preparation of documentation (proof of funds, KYC forms, company documents).
✔ We handle communication with the bank from the initial inquiry to the transfer of account data.
✔ Coordination in case of queries or additional document requests.
✔ Optimization of fee structure depending on customer profile
✔ Strategic recommendations for structuring your accounts (e.g., currencies, sub-accounts, asset allocation)
✔ Initial analysis of your investment profile and corresponding recommendation of possible investment strategies
✔ In bankable investments, whether in the form of consulting, management, or selection of suitable investment products, we ensure the long-term satisfaction of our customers.