Switzerland is universally recognized as one of the world’s leading financial centers for private wealth management. Following recent international regulatory adjustments, the country is no longer on the blacklist, as it holds only officially declared capital. Clients can legitimately choose to hold their assets, in whole or in part, in Switzerland, benefiting from numerous advantages the financial center offers, such as:

1) Its central position in Europe.

2) Stability of the political and economic system, excellent legal framework.

3) Renowned tradition and expertise in private banking with a wide range of investment products.

4) Efficient capital market with high price stability and long-term low inflation.

5) Solid banking system with well-capitalized banks.

6) Steady growth, strong domestic demand, and low debt ratio. Country rating: AAA.

7) The Swiss franc has long been considered an international safe-haven currency.

Custodia Wealth Management is based in a stable country that offers high-standard financial services.

Opening a bank account in Switzerland and transferring funds from abroad are entirely legal operations. Given the economic and political instability characterizing several countries, Switzerland represents a safe place to deposit one’s assets today.

The custodian bank, always chosen by the client, is the institution where the client holds their account and deposits their assets. The bank handles the daily administration of the account and securities portfolio (e.g., crediting interest, dividends, and capital repayments), safekeeping of securities, and execution of investment orders transmitted by Custodia Wealth Management in accordance with the management mandate received from the client.

No, on the contrary. Custodia Wealth Management’s established relationships with multiple Swiss banks enable us to negotiate and secure more competitive commissions for our clients compared to standard market rates.

In compliance with Swiss legislation, Custodia Wealth Management cannot make withdrawals, initiate transfers, or move funds under any circumstances on clients’ accounts.

According to Swiss law, every independent asset manager, including Custodia Wealth Management, holds only a LIMITED power of attorney on clients’ accounts, technically referred to as an “administrative power of attorney.” This authorization allows us ONLY to transmit buy and sell orders for financial instruments in the client’s portfolio to the custodian bank, in line with the investment objectives, time horizon, and risk profile agreed upon when signing the contract with Custodia Wealth Management.