Swiss services

Foreign wealth managers

And most financial services firms, seeking a regulated presence in Switzerland (e.g. asset managers, trustees, family offices, fund managers, advisors distributors, financial intermediaries, etc.), will need to follow strict application and notification procedures to set up here; such procedures can be slow and costly; considerable costs can be saved with the help of experienced regulated entities which have already gone through the same procedures themselves (such as CWM).

AML compliance

Through its solid network of Swiss professionals, CWM will source and implement a range of compliance management, regulatory, accounting & administration services including provision of local directors, qualified staff, AML compliance, auditors, etc., to assist companies in applying for and maintaining a regulated presence in Switzerland.

Bernina Private Wealth AG

Provides a comprehensive range of Swiss fiduciary, corporate administration, management & regulatory compliance service to family offices, asset managers, independent fund managers, independent financial advisers and other private wealth professionals.