Offshore Account for Private Wealth Management

Everything starts with the opening of an Offshore Account for Private Wealth Management with one of the Prime Private Swiss banks. Many foreign clients are looking for private banking services with UBS or Credit Suisse. They like an Offshore Account with the big Swiss banks because they are not well informed about the Private Wealth Management Industry in Switzerland. The biggest banks are not always the best. The best choice of a Swiss bank depends on your specific situation.

Most of them are lucky. As a coincidence, they start working with an honest banker acting as a good professional adviser. But that’s not a guaranteed benefit. Usually, they have accepted standard terms and conditions concerning the banking fees without further negotiations. There are so many account opening forms today that most of the clients just sign the pages without reading it. If the signature is done the standard terms are accepted.

If you have substantial assets you should negotiate your pricing. Everything is negotiable. We help you with negotiate fair pricing. The pricing in the private wealth management industry is not transparent. It’s very frequent, that those who think they pay less are often the ones with an over-priced fee structure.

In our capacity as Swiss banking lawyers, we often help foreign investors who lost money and did mistakes. Enzo Caputo is the founder of Caputo & Partners. Before start running his own law firm he was employed as the CEO of the Swiss Association of Asset Managers (SAAM) https://www.vsv-asg.ch/

In Switzerland, there are ca. 2’500 independent asset managers. We help you to find the Best-in-Class Asset Manager. Acting as Swiss banking lawyers, we saw very often, how big fortunes with millions can be destroyed within no time based on wrong advice.