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Investec's investment services in Switzerland

Switzerland's position as a world leader in international private banking is attributed among others to:

  • Central nature of confidentiality and discretion to the client relationship;
  • Exceptional monetary, political and legal stability;
  • Access to highly skilled staff and advanced technology resources.

Our services in Switzerland focus on three distinct offerings:

For high net worth clients:

Investment Consulting:

Tailored investment mangement solutions delivered by a dedicated investment practitioner exclusively to high net worth clientele.

Classic Reserve:

30 day notice fiduciary deposit account offering a competitive return on cash as an asset class. This service is also available to affluent clients. 

For affluent clients:

Classic Select: Discretionary service

Offering transparent asset allocation strategies driven by investment objective and geographic/currency preference.

 

 

 

 

 

  

 
  
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