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Swiss cloud for wealth managers and family offices
Give your clients the discretion they expect from a Swiss bank, for the email and documents you handle every day.
Why it matters
High-net-worth and international clients often ask how their personal and financial information is protected. Keeping it in Switzerland, under Swiss privacy law, is a strong and easy-to-explain answer.
What we set up
- Secure email and document sharing with clients.
- A client portal or document archive hosted in Switzerland.
- Encrypted offsite backup of your office systems.
Record-keeping
Advisers and broker-dealers have specific record-keeping obligations under SEC and FINRA rules. We review these requirements with you and your compliance team before any migration, and we only move what can be kept compliant.
Talk to us
Tell us how your business works today. We will tell you what moving to Switzerland would involve, with a fixed-price proposal.