Our service
Swiss Representative Services
Compliance with Swiss regulations
Prepare Swiss fund documents with mandatory wording
Obtain and maintain FINMA authorisation for your fund if required
Look after your Swiss publication requirements
Swiss Point of Contact
Answer all your regulatory and operational questions
Collect and manage required documentation
Organize your Swiss paying agent relationship
Provide a point of contact for Swiss investor’s requests
Advisory & Support Services
Tailored advice before and after onboarding
Support for electing a Swiss publication platform
Distribution strategy consultation
Client segmentation guidance
Support for Ombudsman affiliation and advisor registration
Swiss Market in a Nutshell
In Switzerland there are 241 banks, in addition, the country hosts more than 1’300 professional wealth managers.
For 85 banks, totaling 3.5 trillion in AUM, private wealth management is a significant proportion of their business.
The country is home to 1’404 pension funds with total assets of about 1.3 trillion CHF.
The holdings of securities in bank custody accounts approach 8 trillion of Swiss Francs of which more than 3 are invested in funds.
Data of December 2024. Source BNS, FINMA, KPMG and Commission de haute surveillance de la prévoyance professionnelle CHS PP.
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