Portfolios of our clients are in custody at different prestigious private banks where we benefit from specially negotiated terms.

Portfolios can be opened at or transferred to other private banks as well.





Pictet
Lombard Odier
Safra Sarasin
Edmond de Rothschild
Banque Cramer & Cie
Piguet Galland
Barclays
Corner
Credit Suisse
UBS
A very large variety of financial instruments are available for custody and execution at private banks.

But you also have the flexibility to use prime brokers for listed instruments.

It can be done via managed accounts or dedicated vehicles we will help you set up and manage.



BNY Mellon

Bank of New York Mellon


Bank of New York Mellon is an American worldwide banking and financial services holding company headquartered in New York City.

It is the world's largest custodian bank and asset servicing company.



Interactive Brokers

Interactive Brokers


Interactive Brokers (IB) is a U.S.-based brokerage firm which operates the largest electronic trading platform in the U.S. by number of daily average revenue trades.

If offers strong guarantees and tight prices. For instance your account is protected against a broker default for up to $30 million (with a cash sublimit of $900,000).





Finakey

Finakey SA


Our sister company Finakey SA offers all the services you can expect from a global multi-family office.

Established in Geneva, Switzerland, as a single-family office in 1983, Finakey SA has evolved over the years to become what it is today: a fully-fledged, independent, partner-owned multi-family office.

Serving a selected number of national, international and multi-jurisdictional high net worth families, individuals and successful entrepreneurs, along with their businesses and single family offices, Finakey offers trustworthy, discreet and transparent services to its demanding clients.





OAR-G

OAR-G


Investivity is a Swiss registered wealth manager, licensed with the OAR-G (under number 1083).

The OAR-G is a regulatory body for wealth managers, which directly reports to the FINMA (the Financial Market Supervisory Authority in Switzerland).

The OAR-G and its members actively contribute to the protection of the economy. They help prevent financial fraud by a strict enforcement of anti money laundering regulations. They also ensure each client is adequately and fairly treated and is continuously given unbiased, unrestricted advice on the markets.



Bonnefous & Cie

Bonnefous & Cie SA


Created in 1934 in Geneva, Bonnefous & Cie SA is a family-run accountancy firm in charge of auditing our anti money-laundering obligations.

The company has seen several generations of accounting experts and legal advisors, each of whom has been able to put their expertise and advice to the service of companies and private individuals.