Management & Administration is our expertise !

Financial Advisory Services

We propose our expertise for the management of your firm’s cash along with practical advice for your activity

We open a bank account for your company in Switzerland.

We initially propose banks corresponding to your objectives, for instance Factoring, Trade Finance and asset management.

Our services include all necessary formalities, including due diligence documents (KYC, AML) and the tax compliance forms (FATCA, CRS), until the effective opening of the your company’s business account in Switzerland.

We propose our expertise for the management of your firm’s cash along with practical advice for your activity in matters of asset protection strategies and succession planning.

We provide a full service, focusing notably on financial advice. For this, we offer a range of services to meet the specific requirements of each situation.

Our advice also concerns all facets of the financial needs of a business, entrepreneurs and shareholders:

  • Factoring
  • Trade Finance
  • Financial advice for entrepreneurs
  • Financial advice for businesses
  • Insurance advice for businesses
  • Founding of financial companies
  • Founding of foundations and trusts
  • Family Business

Our clients are Swiss and mainly international entrepreneurs, and business men and women. We administer, in their best interests, holdings, foundations, financial companies and trading companies with varied activities in Switzerland.

Opening a bank account in Switzerland

We propose the opening of one or more bank accounts in banks in Switzerland. The bank is proposed taking into account your situation and the objectives that you wish to achieve. Our services can be broken down as follows:

  • Opening of business bank accounts
  • Opening of asset management accounts
  • Bank account reporting and monitoring

Advantage of Swiss banks

Switzerland is a country known for its stability, both political and monetary. International crises follow one after the other, but Switzerland weathers them, building on a long-term policy for economic sustainability.

Swiss banks apply strict criteria, which allow this reliability to be maintained and generating trust, two elements that underlie the value of the Swiss banking system. 

In addition, Swiss banks are known for their great discretion and dependability, notably their reluctance to expose their clients.

Finally, the banks propose highly diversified and competitive investment products, based notably on the strength of the Swiss franc.

For more information, please do not hesitate to contact us. We will be happy to assist you.