“Independence” as a keyword seen that attracted in recent years increasingly -wealthy clients. ” A private relationship with our customers is very important ,” said David Paulson, Board of Directors of Swiss Financial Yard in Switzerland. Increasingly, we have found that we obtained due to a very familiar service to our customers that they feel very comfortable.
Our staff makes it fun to assist clients in all respects , similar to a personal assistant. In its structures Swiss Financial Yard is designed for having only one contact person who takes care and so near to develop a formal family office.
The new areas of responsibility clearly the asset management sector which is implemented with experts. The company draws on experts back that were previously active in successful positions in international banks and are considered luminaries in their field.
The selected asset managers are first and second bankenunabhäng regulated by the Financial Market Supervisory Authority ( FINMA). Thus, the company ensures independence and remains true to his principle , David Paulson explained . ” The funds of clients remain on their own bank accounts and are managed by our asset managers.
Thus, the Asstets may be located worldwide , in practice banks. A change to one of our partner banks is possible, but not mandatory. The management contracts are concluded directly with our asset managers. Swiss Financial Yard serves both the processes and the quality of your clients and can thus be accompanying to the side.
The type of clients who have the need for a family office complex. Of wealthy businessmen to successful public figures or wealthy families from all over the world who need assistance in various aspects are represented.
David Paulson of Swiss Financial Yard train continues: ” for our clients and partners , it is very important to use as an independent network , which allows to get the best people. While lawyers are just as important as the appropriate location of a company , the tax point of view , a successful and professional management of assets , to the planning of the private residence or the choice of the appropriate schools for the offspring . A family office is called precisely for this reason as a family office .