Fast Financial Boosts for Improved Money Management
I get scared when I remember learning to drive. At fifteen I was impatient, full of nervous energy and so...
Manage your assets more efficiently with our bespoke global custody and depositary solutions.
As a person with institutional wealth management needs, you want to find the best and most efficient solutions for your assets. Because by simplifying your situation, you have more time to focus on what really matters.
With 1Swiss as your asset servicing partner, you receive a tailored and sophisticated solution designed with exactly that in mind. Our Asset Servicing team covers the full spectrum of services:
Global custody:
Efficient and centralised safekeeping and administration for all your assets with the possibility to choose your own asset managers, exchange broker, and any other third parties.
Depositary bank:
We act as your custodian for your Swiss or foreign collective investment scheme.
Reporting solutions:
As part of our asset servicing solutions, we provide customised reporting that enables you to monitor and analyse performance and risk, to name just a few.
By centralising the custody and administration of your assets, you free up time and can focus on more important things.
With fewer interfaces to deal with, you create a one-stop shop that gives you a better overview and greater control over your assets.
Harmonised digital reporting solutions give you an instant overview of your individual and consolidated portfolios.
In a first step, your dedicated relationship manager will sit down with you to gain an in-depth understanding of your situation, your requirements, and your goals. If they identify any institutional needs, a bespoke asset servicing solution will then be developed and implemented for you. This can be either a modular or an individual solution.
Your relationship manager will take care of all your enquiries, monitor the solution, and ensure action is taken should your needs change. A dedicated account manager will be responsible for the day-to-day implementation of the solution.
We believe in the importance of working in partnership with our clients, and respond swiftly and flexibly to their needs.
As your global custodian, we offer you and your asset managers online access to Baer®Online, straight-through processing for settlements and trading, as well as direct access to 1Swiss trading floor.
All of our services are provided in-house and in adherence to strict compliance standards.
A private client with institutional needs typically has a multi-bank set-up. As a result, they often require back office and administrative support for the custody, accounting, and reporting associated with various types of assets. This support is crucial, as it helps them streamline their investment operations, maintain accurate records, and ensure compliance with regulatory requirements.
With a global custody solution, you can keep all of your bankable securities, such as financial instruments, cash, and cash equivalents, with a single global custodian. You can also integrate external positions (eg direct real estate investments, debt derivatives, and private equity) into your investment reporting.
No. Assets held in securities deposits are considered segregated assets. In other words, these assets are legally separated from the bank’s balance sheet and are therefore not subject to the bank’s counterparty risk.
Our broad range of fund custody and additional services can be tailored to the needs of collective investment schemes and their partners, and include:
In our role as a depositary bank, we work together with numerous independent fund management companies for Swiss funds. For offshore funds, we work with a number of different administrators.
I get scared when I remember learning to drive. At fifteen I was impatient, full of nervous energy and so...
In a recent article in The Atlantic, Joe Pinsker shared some thoughts on why many ultra-rich people are not satisfied...
If you are looking for passive income ideas, you might think that the whole concept is a myth - there...
1Swiss GmbH | © Copyright 2002-2024. All Rights Reserved.
