No, in fact you should pay less, as we have been able to negotiate competitive pricing with the banks. We also manage our clients' assets in their best interests; we aim to invest in high-quality products available in the market, based on thorough research and analysis and don't trade to generate commissions.
Yes, we can take over your current holdings and start managing your portfolio.
The clients benefit from all the services provided by the custodian bank, i.e. internet access, monthly statement and tax reporting among others.
The assets are deposited under the name of the client, in a segregated account, in one of the first-class Swiss, US or Monaco banks we work with.
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