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Intermediaries

Financial Intermediaries

A wide range of services for an entrepreneurial partnership.

Since 2009, CBH Compagnie Bancaire Helvétique has pursued tremendous growth, notably via external acquisitions demonstrating its strong capacity to integrate external managers.

A secure independent bank

The CBH Bank business model, focusing on wealth management and excluding any risky activity such as proprietary trading and non-collateralized credit, offers a secure platform for the clients of the Financial Intermediaries we partner with.

Four booking centers

Financial Intermediaries can open accounts for their clients in 4 booking centers: Switzerland, The Bahamas, Hong Kong and the United Kingdom.

A special partnership

The size of the Bank and its entrepreneurial spirit enables us to offer all Financial Intermediaries access to senior management. Open to productive partnerships based on mutual trust, Financial Intermediaries feel “at home” at CBH. Here they have a dedicated proactive Asset Manager providing them with a high level of service that ensures top quality and efficiency.

Tailor-made IT system

CBH gives you access to a secure e-Banking solution created especially for you. This platform is linked to the Bank’s IT system. It enables you to have a global view of your clients’ assets, as well as monitor and manage their portfolio. With our easy-to-use platform, you’ll be able to accomplish various tasks such as place securities and fiduciary orders, make payments, and print statements.

Direct access to trading desk

You have direct access to our Trading desk which remains open under UK, European, North American and Asian trading hours. An efficient and swift trade through “Best execution” principle on all international financial instruments is ensured, with global access to 50 market places and direct access to the Capital Market Bonds Team.

CBH Advisory services

Your Relationship Manager will provide you with any service that you may need. They will give you full access to most of the Bank’s services, such as our Investment Advisory team, CBH Financial Research and our Tax and Legal advisory service. They will also keep you informed on a regular basis of changes in regulations and laws, events, or any topic of interest to you.

Private Label Fund

A private label fund is an investment fund designed according to your wishes. We offer a comprehensive service, starting with the design of a solution to the creation of the fund and its operational management. We advise you with the choice of fund jurisdiction, fund type and tax and legal aspects of the fund which will meet your individual needs.