Strong Values Supported By three Pillars
History
Anchored in Geneva since 1985, BankMed Suisse is a unique Boutique Bank with a strong Swiss Wealth Management expertise. Benefiting from our human size, solid values and tailor-made approach, our clients often contemplate BankMed Suisse as their home away from home. We aim to guide our clients day-to-day as we foster their long-lasting success. BankMed Suisse is a fully independent Swiss bank, based in Geneva and regulated by the Swiss Financial Market Supervisory Authority (FINMA). This brings sustainability, confidentiality and safety in the Swiss history market stability and tradition of excellence.
As we nurture a culture of privileged relationships with our clients, we attract a deep and renewed interest from the new generations. Focused on our clients uniqueness and objectives, we address the challenge to go beyond their expectations as we dedicate to their continuing financial performance with an exclusive family office philosophy. Our reputation is built on the satisfaction of our clients, who particularly value the commitment, competitiveness and reliability innate to our Bank for more than 35 years.
CAPITAL PRESERVATION AND GROWTH
Preserving wealth across generations We work closely with our clients to understand their expectations and to establish a wealth management strategy that aims to make the best, out of the funds we are entrusted with. We carefully select financial instruments that match our clients’ objectives, after a stringent due diligence conducted by our Investment Desk.
Our disciplined investment process focuses on long term value creation, seeking reasonable returns with an emphasis on diversification.
TRANSPARENCY
An “open architecture”model The value of our open architecture stems from the know-how of our Investment Desk, which focusses exclusively on selecting, creating and pricing investment ideas that will only be validated after a rigorous internal process.
We provide full transparency on every aspect of the investment process, from the mechanism of each financial product to a fair fee structure.
We prepare a transparent reporting on each recommendation and we supply a regular portfolio follow-up.
PROXIMITY
A bank of human dimension With our human dimension, we are able to provide all our clients with a bespoke service and with a direct access to dedicated specialists. Building on mutual trust, confidentiality and quality of advice, we strive to establish privileged relationship with our clients and their families.
Our responsiveness is made possible by our quick and efficient decision-taking process. The stability of our team ensures the continuity in the relationship.
CAPITAL PRESERVATION AND GROWTH
Preserving wealth across generations We work closely with our clients to understand their expectations and to establish a wealth management strategy that aims to make the best, out of the funds we are entrusted with. We carefully select financial instruments that match our clients’ objectives, after a stringent due diligence conducted by our Investment Desk.
Our disciplined investment process focuses on long term value creation, seeking reasonable returns with an emphasis on diversification.
TRANSPARENCY
An “open architecture”model The value of our open architecture stems from the know-how of our Investment Desk, which focusses exclusively on selecting, creating and pricing investment ideas that will only be validated after a rigorous internal process.
We provide full transparency on every aspect of the investment process, from the mechanism of each financial product to a fair fee structure.
We prepare a transparent reporting on each recommendation and we supply a regular portfolio follow-up.
PROXIMITY
A boutique bank of human dimension With our human dimension, we are able to provide all our clients with a bespoke service and with a direct access to dedicated specialists. Building on mutual trust, confidentiality and quality of advice, we strive to establish privileged relationship with our clients and their families.
Our responsiveness is made possible by our quick and efficient decision-taking process. The stability of our team ensures the continuity in the relationship.
