Maximise your efficiency

We offer Custody, Depositary and Brokerage services, including offshore vehicles, covering all types of financial instruments and underlying assets.


professionals app overview

Platform & Tools

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

  • 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

Swissquote Professionals


View and manage all of your client accounts via a consolidated dashboard

  • Read-only or Trading access for you and your clients

  • Transmit collective orders

  • Create group of clients according to different criteria and strategy

  • Transaction confirmations available in PDF

  • Create your portfolio template and add your clients to the correspondent strategy

  • API (Application programming interface)

  • Real-time reporting on demand: account statement, TWR and MWR reports






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

Depositary Services

Absolute reliability and security at all levels

As a Depositary, we appreciate the importance of partnership based on long-term business relationships built on integrity and discretion. We believe it is important for a Depositary to think and act in the spirit of partnership, have a strong balance sheet and excellent risk management. We are committed to deliver the highest level of specialised service ensuring compliance with investment regulations, allowing you to concentrate on your core business with absolute peace of mind.





Fund Structures serviced

  • Malta-based UCITS, AIF, NAIF, PIF, VC
    PIF and Loan Funds

  • Offshore-based Fund Structures


Asset Classes serviced

  • Stocks, ETFs, fixed income, money market products,
    derivatives, FX, funds and structured products

  • Private equity

  • Real estate

  • Cryptocurrencies

  • Precious metals and commodities


Core Services

  • Cash flow monitoring

  • General oversight

  • Custody

  • Asset Servicing

  • Liquidity facilities

  • Trade Execution & Settlements

  • Payments and Settlements

Accessibility & Platform

  • Online Fund Subscription/Redemption Account

  • Online Fund Securities Account

  • Direct access to Trading Platform and over 3 million ISINs
    on 60 stock exchanges and OTC in stocks, fixed income,
    funds, ETFs, options and futures, warrants, structured
    products, FX, cryptocurrency

  • Level 3 System providing the highest level of account security



  • Multi-currency, Multi-user, Online Fund Accounts

  • Efficient on-boarding process

  • A comprehensive technology-based service offering

  • Long-standing Top-Tier Global Custody relationships

  • Strong Tier-1 Capital Ratio & Balance Sheet

Become a partner