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retail banco· Switzerland

Banca Aletti & C. (Suisse) SA

Banca Aletti & C. (Suisse) SA operates under Swiss banking law as a private banking institution focused on wealth management and investment services for high‑net‑worth and ultra‑high‑net‑worth clients. Its offering covers discretionary and advisory portfolio management, execution‑only brokerage, custody and safekeeping…

Valoración
4.10
0 opiniones
SWIFT / BIC
Sede
CH

Sobre Banca Aletti & C. (Suisse) SA

Banca Aletti & C. (Suisse) SA operates under Swiss banking law as a private banking institution focused on wealth management and investment services for high‑net‑worth and ultra‑high‑net‑worth clients. Its offering covers discretionary and advisory portfolio management, execution‑only brokerage, custody and safekeeping, access to global markets across equities, fixed income, funds, structured products and foreign exchange, and Lombard lending secured by financial assets. Onboarding follows Swiss anti‑money‑laundering and tax‑transparency standards, including CRS and, where applicable, FATCA, with source‑of‑wealth documentation and a material minimum relationship size; cross‑border services are provided within Swiss and client‑country regulatory constraints. Pricing follows a standard Swiss private banking model with custody and management fees, brokerage and product‑level charges, and, in some cases, performance fees tied to specific mandates; a comprehensive fee schedule is provided during account opening. The bank is supervised by FINMA and participates in the Swiss depositor protection scheme (esisuisse), which covers eligible deposits up to the statutory limit per client per bank; investment products are excluded from deposit insurance and remain subject to market, credit and liquidity risk. Digital channels are available for account information and instructions, but the service model centers on relationship managers, investment committees and risk‑profiled mandates rather than retail payments or everyday banking. Governance disclosures typically include best‑execution, inducement and conflict‑of‑interest policies, and reporting is delivered at agreed intervals with performance measured against benchmarks matching the client’s risk profile. The institution is positioned for clients seeking a Swiss booking center and tailored portfolio oversight, and is not designed for transactional banking needs or small balances.

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