Swiss bank sefety and the expertise of an independent manager
Security and specialisation
Investing with us means combining the safety of a Swiss custodian bank with the competence and specialisation of an independent Asset Manager. In Switzerland, investors prefer to separate the function of asset custody, which is delegated to the bank, from that of asset management, which is carried out by an asset manager authorised by the Swiss Financial Market Supervisory Authority.
Regardless of the service chosen, the custody of the assets will always remain with the client’s trusted bank. Uptovalue, through a management mandate, approved by FINMA, sends to the client’s custodian bank orders to buy and sell financial instruments in line with the investor’s profile.
MANAGEMENT
DEPOSITARY
CURRENT ACCOUNT OPENING
LIMITED ADMINISTRATIVE POWER OF ATTORNEY
We value the essential, while paying attention to the details
Our task is to support Private and Institutional clients in realising their financial goals by providing a highly qualified, professional, innovative and transparent service. We always strive to find the best sources of profitability through financial instruments of proven quality while paying great attention to cost containment. Our management model has proved to be successful even in the most turbulent phases of the financial markets and this has been particularly appreciated by our investors who have rewarded us by their confidence.
How to invest with us
Account Opening
Support in opening an account with one of the leading Swiss banks.
Mandate & Management
The customer provides a mandate to Uptovalue, who manages in accordance with the risk profile.
Asset Detention
The client's assets remain with the custodian bank managed by Uptovalue.
Transparency
Access to home banking for constant monitoring of the investments and financial reporting from the custodian bank.
Expertise
The client's assets will only consist of best-in-class products
