Pensions and wealth vehicles
Pensions
By partnering with leading independent companies in the Swiss pension sector, we enable our independent asset managers to offer their clients an additional service designed to enhance the returns on their existing funds.
As an independent asset manager, you have the ability to manage your clients’ vested benefit assets individually, providing solutions tailored to their specific needs.
Pooling solutions are also available, boosting returns on even modest amounts deposited in vested benefits or 3A accounts when combined. Once the structure is set up, we handle the administrative tasks, allowing the money manager to focus on their core business while utilising predefined models to manage the pooled assets.
These solutions are proven and straightforward to implement. They are part of a comprehensive 360° service offering, providing the added benefit of supporting and even retaining clients in the event of an international move by offering an attractive tax package.
“The FINMA licence allows independent asset managers to handle pension assets.”
Wealth vehicles
Thanks to its team of professionals, the bank can accommodate wealth vehicles, including trusts and foundations, from various jurisdictions.
We collaborate with several insurers in both Luxembourg and Liechtenstein, all while being registered with the competent authorities.
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A team dedicated to you
When you choose Bonhôte as your banking partner, you bond with a team of experts that executes your orders, advises you and coordinates your needs with our various specialist departments.
Our solutions
As a member of the SIX Swiss Exchange we work with leading brokers to offer you access to most of the world’s financial markets. Thanks to direct contact with our trading room, your orders will be executed instantly and your transactions will remain strictly confidential.
