Swiss Asset Management; The Paragon of Tradition & Service Excellence.
The Home of Banking
Switzerland, a small enclave located at the heart of Europe is one of the world’s most stable economies, maintaining its exceptional status for centuries. The country enjoys not only a low rate of inflation, but is also home to the Swiss franc, one of the strongest currencies in the world. In fact for all those that are not aware, the CHF 1,000,- note (the highest denominated bank-note in Switzerland) holds a world record for the highest true value note in everyday use.
Building on centuries of sophisticated banking expertise and uncompromisable integrity and client-service Switzerland offers all imaginable facilities that even the most discerning private high net worth individuals as well as corporate or institutional clients may require or deem necessary.
Home to a few hundred banks, including some five dozen of foreign owned institutions, and some of industry world-renowned household names are actively operating & headquartered in Switzerland. Industry specialists estimate that Switzerland currently holds somewhere in the region of CHF 3,000 billion in assets under management, out of which some 40% are being directly or indirectly controlled from Geneva.
Swiss Expertise in Asset Management
The renowned expertise of Swiss banks in asset management, asset preservation, estate planning and creation of wealth is famous throughout the world. Its clients include individuals as well as private & corporate clients from all different parts of the world, including Europeans, Americans, Asians, Africans, etc. Some of which include magazine front-pagers and renowned celebrities and business afficionados, who have chosen this Alpine country as the hub of their operations.
There is no doubt that the highly elevated respect for privacy discretion and high level of customer service shown by Swiss banks & Private Asset Managers have greatly contributed to the development, prosperity and the current celebrity status of the Swiss financial sector.
Today asset managers build and capitalize on the success of the Swiss financial sector offering a wide range of tailored financial solutions to their customers. Some of the most desired management techniques include involvement and utilization of a renowned and sophisticated financial business vehicle, commonly known as a Trust Company (For details as to utilization of Swiss Trust Companies, kindly review our website: www.fidelitytrust.ch)
Furthermore, the Swiss openness to the world has helped to establish a financial micro-climate of fidelity, privacy & trust which benefits both the international clients and their portfolios as well as the local managers and their investment strategies. Swiss managers have access to virtually unlimited types of assets, including equities, fixed income, commodities, forex, cryptos, etc. traded on all world major exchanges including all of the EU indices. What amplifies this already quite astounding setup is the fact that all investments whether local or international benefit from exemption on capital taxation. Switzerland does not recognize the so-called capital gain tax. Holders of foreign passports whether individuals or owners of Swiss structures such as Trust Companies, Foundations, etc. benefit from full tax exemption from all gains on investments. Now you know why Switzerland is often referred as an investment refuge or haven; one might actually dare say investment-heaven.
Security of Swiss Banking
Additionally, to the aforementioned the Swiss banks offer the trading sector a wide range of financial instruments: warranties, loans pre- and post-financing or coverage of ‘country risks’, etc. These services are backed by a reliable international network, privileged relations with major financial institutions, easy access to all major markets and cash management. The Swiss labor force is highly qualified in international trade with a know-how that has become a much-appreciated asset. Major international trading & financial companies have their headquarters Switzerland where the banking institutions familiar with their sector or activity can offer them a full range of financial services.
The combination of the aforementioned factors, and the country’s culturally-embedded meticulousness and almost ‘unhealthy’ attention do details has propelled Switzerland into the world’s financial elite and paved a way for this small Alpine country to become a dominant player and a force to reckon with in the world of modern finance and beyond.
