Relationship with Banks

Zürcher Balmelli & Partners SA has a long-standing relationship with the best Swiss and international custodian banks. As independent asset managers, we provide assistance in the process of selecting a custodian bank, which represents an additional added value for our clients.


We guide the client during the bank account opening process, and assist him filling out initial documentation, due diligence processes and throughout the life cycle of the relationship.


Thanks to the economy of scale effects, our clients will benefit from significant cost advantages; we agree with our clients the commission plans that best suit the characteristics and objectives of the relationship.


We are also available for openings outside Switzerland, such as in Luxembourg, London and Monaco.

For further information