Custodian Selection
Independent help selecting the optimal custodian bank, comparing fees, execution quality, and reporting.
Clients are free to choose their own custodian bank. We work with all major Swiss and international custodians, and we are glad to help select the most suitable one.
Independence
Our independence from any custodian bank ensures that our advice is always in your interest, never shaped by a banking relationship of our own.
We compare custodians on fees, execution quality, and reporting, and we put the trade-offs in front of you plainly. The final choice is always yours.
Your Assets, Your Name
Assets remain in your name at your chosen custodian bank. We never take custody of client assets.
This separation is a structural safeguard: we direct the strategy, the bank holds the assets, and you retain ownership and oversight throughout.
Discuss Your Mandate
A first conversation is informal and confidential. We will listen, ask a few careful questions, and propose a path forward only if the fit is right.