Privatbank Bellerive AG

Family office services are becoming increasingly important in a dynamically changing environment. We therefore do not limit ourselves to asset management, but also offer our clients the following services on request:

• Succession planning
• Inheritance advice
• Trust services
• Company formation
• Structuring of foundations and trusts
• Pension and tax planning
• Financial planning
• Consolidation of various client portfolios
• Real estate

In order to meet the numerous challenges and comply with the legal framework at all times, we work with proven experts in these areas.

Our goal is to accompany our clients throughout their lives, across generations, and to be a powerful partner for them in all financial matters.

Comprehensive range. Our products and services for external asset managers include:

• Competent team of specialists
• Personal contacts for all financial services
• Processing of all stock exchange transactions worldwide
• User-friendly online tools
• Professional reporting
• Research documentation
• Structured products
• Attractive customer terms

Online services. Our modern IT infrastructure for external asset managers simplifies the administration and processing of your orders. You have access to all customer data, transactions, and evaluations at any time.

Our web-based platform provides you with all the functions you need as an asset manager. To provide you with optimal and reliable support in your daily work, we offer the following online functions:

• Query all customer data
• Recording and management of all common stock exchange, money market, and foreign exchange transactions
• Creation and printing of asset and account statements
• Secure file sharing
• Individual special reports