Banks

Customize and build your investment strategies with our platform expertise

Whether you're a small or medium-sized business, a small or medium-sized manufacturer or a large company, your partner bank needs to be on the ball when it comes to achieving your goals. Our products and services allow you to both keep control of and maximise your investments services for your clients.

Global Custody and Brokerage Services

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Platforms & Tools

 

  • Multi-currency and multi-asset Swiss Bank account with Swiss IBAN

  • Omnibus or segregated multi-currency Trading Account

  • Direct access to global markets

  • Online transactions for the majority of listed products:
    Equities, bonds, funds, ETFs, options and futures, structured
    products, fiduciary deposits, Spot & Forward FX

  • Extended range of analysis services:
    Equity Analyzer, Portfolio Analyzer, Warrant Chooser,
    Fund Finder, Fund Optimizer, Order Book

  • Level 3 System connection to guarantee the highest level of security

  • STP process (Swift Integrated)

 

 

 

 

Robo-Advisory

With our white label solution, you can offer your end clients a robo-advisory service - online and in your company's name.

White label - a swift and efficient solution

 

With our white label solution, you can offer your end clients a robo-advisory service - online and in your company's name.

  • 10+ years' experience in the white label business

  • Fully-integrated execution, reporting and monitoring tools

  • Own fully-customised platform under your own brand

  • Cutting-edge technology in the FinTech sector

  • Reliable hosting, IT services and technical support

  • Complete control - your end clients are and remain your clients

Global Custody Services

 

 

 

 

Whether you are acting for multiple clients or an individual client, we can provide you with a tailored service solution.

Accounts

 

  • Omnibus or segregated multi-currency Trading Account

  • Segregated Nominee Trading Account

  • Proprietary Trading Account

  • Professional Trading Account with PoA

  • Real-time access to the global markets from one single account

  • Direct access to Trading Desk: phone, Eikon or Bloomberg chat for execution

  • STP process (Swift Integrated)

  • Large experience with institutions worldwide (Banks & Brokers)

 

Asset Manager Tool

 

  • Multi-currency, multi-asset and multi-portfolio reporting

  • Trading & allocation on behalf of multiple underlying client accounts

 

FIX API protocol

 

  • Integration of any custom platform into the secure environment of a regulated Swiss bank

  • Efficient FX execution, FX automation & hedging 

Become a partner