You sign a portfolio management or an investment advisory mandate with us. You are free to select your custodian bank. You give us a limited power of attorney on your bank account, which allows us to manage your assets and execute transactions, such as the purchase and the sale of securities. We have no right, based on this limited power of attorney, to withdraw or to transfer funds from your account. We will also receive a copy of your bank mail, which we will throughly check and keep for you.
We are member of the Swiss Association of Asset Managers (SAAM), which is recognized by the Swiss Financial Market Supervisory Authority (FINMA), and adheres to its Self-Regulating Body (SRO) against money laundering. We must comply with the SAAM Code of Ethics and Professional Conduct, which is acknowledged by the FINMA and recognized by the Swiss Federal Court as professional standard.