Frequently Asked Questions

Yes, we can manage a portion of your wealth through our discretionary mandate, leaving you free to make your own investment decisions on your separate Private Banking Trading Account.

Typically we offer individual managed accounts, where you are free to customise your portfolio through individual Instruments, Sectors, Industries and / or Regions restrictions. You may also specify your preferred FX hedge ratio's. Depending on the size of the investment a fund structure is possible.

Yes - typically we do not accept portfolios smaller than 150k CHF; however depending on your personal circumstances we would always encourage discussion.

You can only make 1st party payments i.e. funds must be sent from and returned to the same account either in your name or your company.

We offer a choice of custodians, presently either Saxo Bank (Switzerland) Ltd or UBS AG. However, depending upon your personal circumstances and trading requirements we can work with you to facilitate alternative venues.

Saxo Bank (Switzerland) Ltd and UBS AG are regulated by FINMA and a member of the CHF 100,000 cash deposit guarantee for private individuals the same threshold applies to joint accounts where applicable. www.esisuisse.ch

In order to be incorporated within PVMs structure it is necessary to sign an LPoA; this enables us to provide our discretionary mandates and private banking trading account services.