Advisory

Each investment process is individually determined by our customers’ needs and aspirations. Our investment managers keep tight control on the implementation of their strategic plans, taking advantage of developments in investment and capital markets to achieve a superior return.

Rendering investment advice for discerning private investors is for us an undertaking which strongly correlates with responsibility. Independently, in constructive cooperation with other experts and assisted by planning instruments, we develop recommendations designed to achieve jointly defined objectives.

Financial planning for us starts with a detailed risk evaluation and an extensive analysis of private and business assets. In consultation with our clients, we define investment objectives and the best way forward to achieve them. This provides a sound basis for further development and decisions for asset growth.

Sustainable and legally compliant wealth planning is a sensitive area, into which we introduce financial considerations with a gentle touch. Behind every family fortune is a lifetime of achievement. Not being a bank ourselves, nor having a banking license, we bring in legal and tax consultants, banks, and accountants to devise tailored financial solutions. Making assets safe requires foresight and an integrated approach.

The prosperity of high net worth private customers, businessmen and families is our goal. Unencumbered by any conflicts of interest, we have the freedom to listen. As we are not a bank ourselves, we are free to choose a suitable bank for our clients.

Private banking is based on trust between all parties concerned. Not being a bank ourselves, but being a classic multi-family office, we are conscious of our responsibility in evaluating and finding for our clients the most suitable bank and the most suitable banker. This makes our clients’ business, our business, too. Our size is manageable, our hierarchies are flat, and our reporting lines are short.

Everything we do is determined in the way our customers see their future. We offer all the services relevant to modern strategic asset planning. The solutions we develop are individually crafted and made to measure. We use financial and legal instruments which are expertly designed and tested.

Growing assets across generations and across borders is our strength. At First Swiss Holderbank Ltd., we rely on a truly international, carefully selected network of economic, legal, insurance, and tax experts, banks, trustees and fund managers.