Welcome to Fair Relationship Banking.
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At the heart of our thinking about private banking, our way of doing business, are values. These include material values which we nurture and pass down the generations on behalf of our clients, and – just as importantly – intangible values, best summed up in the phrase “fair relationship banking”.
Based on trust, honesty, reliability and the solid background of a major industrial company with over 22,000 employees and EUR 600 million group net income, we operate a fully licensed Swiss bank with offices in Zurich, Lugano, Chiasso and Nassau/Bahamas. With our industrial background and entrepreneurial spirit, we aim to address the needs of dynamic entrepreneurs and performance-oriented private clients of all backgrounds.
To be close to our clients and concentrate the maximum local expertise, we work through regional teams and our network of partners. This approach means clients can rely on the continuity of an account manager who can talk their language, someone who understands their environment, their needs and requirements.
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Our independence and open product platform allow us to serve our clients and partners without any conflict of interest. Our offering is state of the art, including custody, advisory and managed accounts, foreign exchange and money market capabilities. We combine an independent selection of first-quartile products with our own top-ranked funds.
We deliver on our promise of Fair Relationship Banking with a client-centred approach, taking the time to ask the right questions and understand what is important to each client. This knowledge enables us to provide a customized solution or the optimal product mix, which might include structuring tax or inheritance planning.
Our goal is not short-term product-selling, but to become a valuable, valued and trusted partner, and to establish long-lasting, mutually beneficial relationships. Besides continuity, our clients expect a shared, level-headed assessment of the risks and an ongoing dialogue, making sense of an increasingly complex world.
Sincerely,
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Vincenzo Di Pierri
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