For all customers Swiss Partners prepares a consolidated financial statement in a clear and simple format, giving a simple overview of all their assets.
The statement is tailor made to each clients’ specifications and can include one or more bank account, financial assets, real estate, works of art or any other asset class.
The consolidated financial statement serves as a base for assessing the clients’ global asset allocation in terms of risk profile, diversification and liquidity.
We also prepare for each client a cash flow statement highlighting inflows and outflows (return, expenses, investments) for any given period.
The statements help track performance, monitor and control costs and can be used as a tool for financial planning and budgeting.
Swiss Partners advises and supports its clients in their relationships with their banks.
We assess your relationship with each institution and can, if needed, introduce you to new banks from our network in different countries.We provide assistance for the structuring of loans.
Our independence guarantees access to a number of experienced lenders.We also ensure the monitoring of insurance policies for our clients.
We support our clients with the purchase, sale and administration of real estate in many countries, whether for private, recreational or investment purposes.
With the assistance of leading tax experts and real estate professionals we ensure that the most appropriate and efficient tax and legal structures are put in place.
We also deal with the administration of the property post purchase.
We apply with great diligence the same principles and the same process for the administration of artwork, boats or aircraft.
Swiss Partners helps clients address and resolve a host of day to day problems relating to the administration of their wealth.We assist with all aspects of relocation whether administrative or regulatory issues, taxation as well as housing and schooling and education for children. We offer concierge services upon request.
Swiss Partners Limited is authorised by the Financial Conduct Authority under the Electronic Money Regulations 2011 and the Payment Services Regulations for the issuing of electronic money and the provision of payment services with FCA register, Swiss Partners Limited is registered with the UK Data Protection Act Registration.
Swiss Partners Limited will be a member of and regulated by The Financial Services Standards Association (VQF), officially recognized by the Federal Financial Market Supervisory Authority (FINMA). It will also hold a BOVV license, Industry Organization for independent Asset Managers with “rules of professional conduct for the practice of asset management” officially recognized by the Federal Financial Market Supervisory Authority (FINMA).