If you are an investor wishing to keep full control of your affairs, Axion Swiss Bank offers you the possibility of managing your assets directly making use of our Private Banking advisors. You will be able to discuss with them your investment ideas albeit reserving the right to take the final decision. The Advisory Mandate will also allow you to have access to our financial research. All securities and currency transactions will be carried out by our specialists in full compliance with "best execution" regulations. Axion Swiss Bank avails itself of a team specialised in derivatives, structured and listed products. The team is available if you wish to optimise the yield or minimise the risks of your portfolio and will offer you personalised solutions.
When you entrust us with your portfolio management you will at the same time establish a close relationship with our Bank. Together we shall choose a personalised management strategy on the basis of your goals, your asset structure and your degree of acceptable risk. Your fund manager will mainly be your access point to our Bank diverse services and specialists. If required, we can also undertake an overall analysis of your financial situation that will include all the different assets as well as any changes in your income (financial, business, real estate, intangible assets or liabilities).
This will enable us to offer the best investment solutions to suit your needs, such as:
- optimising the asset allocation;
- using specific investment themes;
- financial planning.
Services on offer
Full range of private banking services
Asset Management and Advisory Mandates
“Execution only” accounts
Wealth and financial planning
Corporate and legal advisory service for customers
The Axion Swiss Bank Trading Room is active on the International Financial Markets and fully available to the Bank’s private and institutional clients.
Axion Swiss Bank offers efficient Custody services for a wide range of financial instruments. These services are available to both private and institutional clients.
A range of services.
based on individual requirements (suitability e appropriatness)