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Swiss Private Banking – FAQ (Frequently Asked Questions)



25. Are you a financial advisor?  Do you manage your customersf assets in the custody of the Swiss Private Bank?

No.  We are a Swiss Private Banking Agent, but it does not necessarily mean we are a financial advisor.  As we do not take any fees or charges from the customer, we will neither be involved with nor have any knowledge of the business between you and the bank after we introduce you to the bank.  As the Swiss Private Banking includes advisory services, we believe there is no need for you to have any advisors other than the bank.  Neither the bank nor we do not like the customers to take any extra cost which is not really necessary.


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