Operational

Our Operational Bundle gives officials and service providers working in fund and asset management and in comparable areas access to our first-class services designed to support them in the smooth processing of their day-to-day business.

All services at a glance

  • Personal advisor
  • Current account (CHF, EUR, USD, GBP, etc.) for payment processing
  • Omnibus accounts (CHF, EUR, USD, GBP etc.) for managing client assets
  • Trading lines
  • Securities custody account (orders processed via personal advisor or recorded 24/7 via the online banking system)
  • Interfaces for data exchange
Raphael Haldner
Raphael Haldner
Head of Banking Solutions

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Other services

Our Operational Bundle is an additional service aimed exclusively at existing business partners from Fund and Capital Markets. Benefit from our first-class banking infrastructure and allow us to make your day-to-day life easier.