Fund management, stocks and shares help. Bonds and investment planning. Fund managers and money management. Mutual funds, pension funds and investment.

Fund Management

SwissPrivateBank.com provide highly professional & confidential financial solutions...

Our independent fund research department gives us the opportunity to find the most successful mutual funds including third party mutual funds for our clients. our own in-house asset management fund portfolios but at the same time – thanks to the extensive research – we are also able to give you advice on all external mutual funds worldwide. If you are interested in a tailor made solutions, we are the right person to contact.

The Investment Funds offer an attractive and comprehensive range of first-class fund products and services. Our funds are appropriate as elements of asset management or targeted individual investments in a particular market, granting you access to the world's key financial markets.

We also develop and manage funds on behalf of third parties (private label solutions).

In order to generate added value for you, we have an active investment style and our portfolio allocations may deliberately deviate from the benchmark index. Shared, sustainable success is important to us. That's why, in everything we do, we pay especially close attention to the long-term consequences of our actions.

Fund Managers and Portfolio Structures

At the heart of institutional fund management are the fund managers whose job it is to invest and divest client monies. Typically, if taken the example of a segregated account run for a single client (as opposed to a pooled account run for several or many clients), then the fund structure has to be determined and implemented.

Briefly, for any given type of client there should be an agreed concept of the type of structure that the client thinks will make sense (given the institutions advice) and e.g. the fund might be invested in several asset classes including bonds and equities.

Swiss Bank agents can introduce you to a Swiss bank that offers the following services:

- Swiss Bank Accounts
- Private Banking
- Inheritance Planning
- Family Office
- Trust Formations

Information Request

Contact us to request more info about Swiss Banking click here. A Swiss banker can render a general introduction to their services via telephone and then offer to meet you wherever it is convenient for you, in one of their banks in Switzerland, in their of our offices or even at your home if you wish.

The private banking services are usually offered to clients with assets of a minimum of $500,000 USD. With lower amounts of funds, you may still be able to apply do not hesitate to Contact a Swiss Bank or Click here to request more information.