Switzerland remains the world’s leading centre for international wealth management. At the end of 2019, Swiss institutions managed $1.84 trillion in international assets, surpassing both the United Kingdom ($1.79 trillion) and the United States ($1.48 trillion). Together, these three financial hubs account for around 60% of the global market for international assets. Switzerland’s standing is underpinned by political and economic stability, high service quality, and strong digital maturity. It continues to hold a competitive edge thanks to the digital skills of its workforce, deep experience in serving international clients, and a customer-focused approach.
“When it comes to choosing a location to invest their assets, today’s international wealth management clients are looking for excellent service, which includes digital tools, and a top-notch advisory experience. Tax and regulatory conditions are still important, but more as a standard that financial hubs are expected to fulfil,”
“Switzerland is still the go-to place for first-rate client experience, which is why we can be confident about the future of the Swiss wealth management hub. Swiss banks have done their homework well in the last couple of years, and even got their relatively high costs under control, increasing their cost-to-income ratios and profitability.” said Daniel Kobler, who leads Deloitte’s Private Banking & Wealth Management Industry in Switzerland.
We have selected Switzerland, the United Kingdom and the United States as our three global wealth management centres. With each jurisdiction covered by our network of associated partners, we provide truly international coverage.
We confidently recommend Arden Wealth & Trust (Switzerland) AG. The firm combines strong cross-jurisdiction experience, deep sector knowledge and a clear commitment to discretion and privacy. Arden Wealth & Trust (Switzerland) AG is a registered member of and licensed by PolyReg Allgemeiner Selbstregulierungs-Verein (PolyReg SRO), an SRO officially recognised by the Swiss Financial Market Supervisory Authority (FINMA).
Switzerland sits at the heart of private wealth management. Equally important is working with an asset manager who can apply the benefits of Swiss wealth management to your own jurisdiction. Choose a firm with long-standing and diverse international relationships. That is why we have chosen Arden Wealth & Trust (Switzerland) AG.
Visit their website here: https://ardenwealth.com/
At Arden Wealth & Trust, we build lasting relationships founded on competence, professionalism, and a proactive attitude. Our clients value our efficient, reliable service and our dedication to creating bespoke solutions that are both robust and sustainable.
To enhance the value we deliver, we work with a trusted global network of partners and service providers. Each one is held to the same high standards we set for ourselves and has been a part of our extended team for many years.
It takes a lot of time and expertise to stay on top of market trends, analyse vast amounts of news and data to substantiate the right investment decisions. Our advisory mandate enables the clients to have a firm foundation to take those decisions. While we monitor the global financial markets, at times down to single projects, we are able to present our clients with relevant, tailored information and investment opportunities suitable to their strategy at the frequency of their choice. Once client instructions or confirmations are received, we execute the orders accordingly in the respective portfolio.
Our investment managers work with each client to determine the individual investment strategy best suited to risk profile and personal financial goals and objectives. This includes a view on personal lifestyle, professional and family planning and individual expertise in the investment universe. We then establish the right balance between desired yield and inherent risk exposure and develop our investment strategy for the client profile.
We monitor asset allocation, performance and portfolio diversification in real time against market cycles and apply statistical and quantitative analytical systems to test market trends. Our investment managers put their long-time experience to work for you and offer several strategies:
Together with local and global partners we offer a comprehensive range of services relating to the administration, domiciliation and management of companies, including:
As is our firm’s philosophy, we ensure that all fiduciary & trust services adhere to rigorous standards of customer confidentiality and discretion. Our clients have trust and peace of mind, because we implement only individually tailored, but solid trust structures. Our primary trust services comprise the following:
As is our firm’s philosophy, we ensure that all fiduciary & trust services adhere to rigorous standards of customer confidentiality and discretion. Our clients have trust and peace of mind, because we implement only individually tailored, but solid trust structures. Our primary trust services comprise the following:
As a trusted and regulated third party we take responsibility for helping our clients and their counterparties to execute their transactions safely. Acting as escrow agent we handle receipt, safekeeping and disbursement of funds, securities, certificates and original transaction related documents, all in the context of commercial, private or financing transactions.