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Services for Financial Intermediaries

Whether you’re an independent financial advisor, a multi-family office or asset manager, we support financial intermediaries in serving their clients and growing their businesses with a comprehensive set of services.

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  • Your needs at the center

    Receive personal, tailored services and profit from our global reach and a dedicated team of professionals.

  • Support for your business

    We support the development of your business at every stage and can help you increase efficiency and reduce risk.

  • Value for your clients

    From tax services to structured lending, get access to the vast offering of a global bank to create value for your client.

Establish a partnership through our dedicated coverage team

How our team supports you

Relationship managers

Our relationship managers provide you with guided access to all the capabilities of a global financial institution. Your relationship manager will:

 

  • be your personal contact, providing comprehensive advice with a high level of attention to your specific needs
  • be a long-term strategic partner for you as an entrepreneur and asset manager
  • provide suitable solutions that support your entire value chain, from account opening and mortgages, to Private Label Funds and financing.

Investment experts

Our investment experts will help you optimally manage your clients’ assets. From high-conviction ideas, to best execution, we support you during the whole investment process. Our dedicated investment experts:

 

  • provide you with customized multi-asset-class advice on tailor-made investment solutions
  • enable access to trading solutions and develop sophisticated investment ideas, including a wide range of complex products based on our market views.

Dedicated specialists

For complex issues, our broad network of specialists provide targeted expertise. Gain access to:

 

  • specialists in investments, structured lending, Swiss real estate lending, FIM technology, and FIM-relevant regulations
  • experts on investment research.

Our comprehensive services

Discover solutions that cover your entire value chain

We offer services that create value for your clients and that support you as an entrepreneur and asset manager. For more information and to find out how we can help you, get in touch with your country contact.

Insights and resources for financial intermediaries

Practical proposals, exciting expert insights, and a variety of application examples – take advantage of our expertise and stay informed at all times. Our current topics are specifically tailored to the needs of financial intermediaries.

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CSD Pro: The online business platform for financial intermediaries

Discover CSD Pro – an online business platform where financial intermediaries can find the latest information relevant for their business and our FIM toolkit. Log in, or contact us to find out more.

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