Financial Advisor

EAM agreement between Phoenix Finance SA and custody bank

Personal Banking

Thanks to our privileged partnership with a variety of banks and service partners  in Switzerland and around the world we can offer you a wide range of banking products and services targeted to your specific needs – whether for your day-to-day banking personal operations or your transactional business.

This covers:

  • account opening

  • credit cards

  • e-banking

  • paiement transactions

  • transparent reporting

  • effective cash pooling

  • concierge

  • etc...