Bank
Exclusive Swiss Banking at your Fingertips
Quilvest (Switzerland) Ltd. is a boutique licensed Swiss Bank, regulated by the Swiss Financial Market Supervisory Authority (FINMA), and a member of the Swiss Bankers Association.
Our clients benefit from having a bonafide Swiss bank account that features a broad range of services including…
Digital Platforms
Keeping up with Times
We provide the tools you need to stay on top of things wherever you are.
Timely easy-to-read reporting
Mobile application for E-Banking.
Our experienced advisors tailor-make investment strategies to suit each individual client. Compare our Investment Services to see what makes sense for your portfolio.
Wealth Consolidation Reporting
Managing Wealth with Ease
Family Wealth Review
- Report tracks the evolution of family wealth, including relevant holdings, donations, successions and liquidity events.
- Also offers monitoring and review of all family assets.
Data-Aggregation Tool
- Consolidates family wealth including all asset classes across multiple jurisdictions and booking centers.
- Detailed Private Equity reporting incl. overview by Vintage, Capital Calls and Distributions.
Cash Flow Management
- Report is organized by historical cash-flows including private expenses.
- Report projects investment cash-flows over a multi-year horizon.
Â
Return Analysis
- Report features "slicing and dicing" of realized returns by asset class, manager, and invested funds versus relevant benchmarks.
Fee Monitoring & Arbitrage
- Report demonstrates how leveraging Quilvestâs (Switzerland) Ltd. know-how of industry standards, results in the best possible terms for our clients with third-party providers, custodian banks and financial managers.
Credits: Photo #01 Architect: Aurelio Galfetti. Ulyssee, Multi purpose building, Lausanne, 1990 – 1993 – Photo #2 Architects: Herzog & de Meuron. Messe Basel, exhibition site, âCity Loungeâ, Basel, 2010 – 2013