As the foundation of the firm’s service offering, each client is given the opportunity to open a bank account with one of our institutional financial partners in Switzerland. This bank account becomes the basis on which each client’s savings and investment portfolio is developed and managed. After the bank account opening, St. Columbanus AG reviews the financial needs and requirements with each client to best determine the way to meet the specific needs of their situation.
With this cornerstone of a safe financial haven in place, St. Columbanus works individually with every client to create the appropriate solution for their asset management requirements.
St. Columbanus AG is a member of PolyAsset SRO.
