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The Latest Features of Our Mobile App

Since our initial launch in 2021, we have been focused on refining our Quilvest Mobile Banking to offer the most intuitive and seamless experience to our users. Manage every aspect of your wealth from one convenient app on your mobile device.

Here’s an overview of our newest features designed to make your experience smoother than ever.

Comprehensive Portfolio Performance

View your portfolio’s historical performance and stay informed with performance indicators tailored to your assets

Track the progress of your investments with either a line or bar chart according to your preferences.

Dark Mode

Enjoy a sleek, comfortable viewing experience that reduces eye strain and extends your device’s battery life

Constant Access to E-Documents

All your essential documents are now a tap away. Retrieve your documents quickly and securely whenever you need them.

Existing Features Refined for Enhanced Usability

With every update, we fine-tune existing functionalities to make your experience even better

Chat: Stay connected with your relationship manager at all times.
Payments: Easily manage payments seamlessly across multiple accounts.
Portfolio Insights: View your full asset allocation, even across multiple portfolios.

Our latest app release brings these new capabilities and more to ensure that managing your wealth is straightforward, insightful, and convenient. Stay tuned for future updates as we continue to improve the experience.

Strengths and Strategies of Quilvest (Switzerland) Ltd.

In this exclusive interview, Matthias Jenzer, CEO of Quilvest (Switzerland) Ltd. provides a firsthand glimpse into the development of client needs and Quilvest’s solutions as the basis of its success in the wealth management industry.

Matthias Jenzer, we are currently going through exciting times of change. How has the financial industry been evolving and what are your thoughts on current trends?

The financial industry had to adapt to a significant amount of new, complex regulatory demands over recent years. Banks have benefitted from a significant upswing in profitability during the past few years due to rising interest rates. We are near the peak of cycle earnings now. This means that cost management will become increasingly important.

Looking ahead, we anticipate fewer new regulatory demands in the coming 1-2 years. We see this as a window of opportunity for ourselves to focus our efforts more on client servicing and innovation.

Regarding the increasing importance of cost management, an opportunistic approach will be key: Newer technologies, such as blockchain and artificial intelligence, offer great opportunities but require temporary significant investments. Associated risks brought about by these new technologies need to be carefully managed and smart investments will be crucial to stay competitive.

Concerning our industry’s core business – investing on behalf of clients – we see that private market investing has started to become more prominent amongst individual investors. Therefore, banks and asset managers need to upgrade their offering in this very special asset class to be able to deliver into this swiftly growing individual investor need.

What do you believe sets Quilvest (Switzerland) Ltd. apart, particularly in the realm of private markets?

Quilvest (Switzerland) Ltd. stands out in private markets investments due to our extensive history and track record in this domain. In 1932, Otto Federico Peter Bemberg set the milestone for the management of the extended Bemberg family’s wealth, who initially made their fortune from a beverage company established in 1888. Through our excellent network of relationships in the private market investment community, we are able to offer our clients access to a wide range of opportunities across private equity, private debt, and real estate markets. We continually identify attractive special opportunities within private markets, with a focus on private equity buyouts, secondary transactions, and distressed debt. To summarize, our expertise and network position us well to capitalize on these opportunities and distinguishes us from our competitors.

How does Quilvest (Switzerland) Ltd. position itself in the current, challenging environment?

Based on our roots, experience, and proven strengths, Quilvest (Switzerland) Ltd. strategically positions itself by focusing exclusively on servicing ultra-high-net-worth (UHNW) families with complex, non-standard needs. We steer clear of competing in the retail or affluent investor market, leaving that space to larger banks and asset managers.

In terms of client relationships, how do you ensure that Quilvest (Switzerland) Ltd. stays ahead in understanding and meeting the evolving needs of ultra-high-net-worth individuals?

UHNW individuals have been at the core of our client base for decades. Face-to-face meetings in our offices play a pivotal role in sensing and catering to their needs and demands. By staying closely connected with our clients, we can adapt our services to meet their evolving requirements effectively.

Finally, Matthias Jenzer, what innovations or advancements can clients expect from Quilvest (Switzerland) Ltd. going forward?

Clients can expect Quilvest (Switzerland) Ltd. to continue upgrading the digital handling of the administrative part of client servicing to enhance efficiency and convenience for clients. We will continue to further enhance portfolio reporting for clients, particularly concerning their private market investments, to provide them with comprehensive, holistic insights. Additionally, we will focus on further improving our e-banking and mobile app offerings, potentially incorporating artificial intelligence-based technologies to enhance user experience and efficiency. These advancements align with our commitment to delivering innovative solutions which meet the evolving needs of our clients.

Our new Trading Feature

At Quilvest (Switzerland) Ltd., we are constantly striving to enhance your banking experience. We are excited to announce the launch of the new Trading feature on our Mobile Banking App.

The new feature has myriad benefits in store for you:

Real-Time Updates: Stay ahead of the curve with real-time share price information. Our real time feature allows you to stay up to date, allowing you to make timely investment decisions – everywhere and at any time.

Customizable Watch lists for a Personalized Overview: Create personalized watch lists tailored to your individual interests, allowing for an effortless way to keep tabs on your investments.

Historical Pricing Data: Track the evolution of share prices over various time periods – one week, one month, three months – providing you with a historical overview for valuable insights.

Trading with Finesse and Control: Take control of your portfolio with our user-friendly trading interface and place trades easily and efficiently for straight-through execution.

What makes this feature so special?

We offer live connectivity to international stock markets, ensuring you direct access to the latest and most accurate price data information. With this state-of-the-art technology, we transform the way trades are executed, saving you time and money with near-instant processing.

Ready to experience the future of banking and trading at your fingertips? Click on the video link to discover more about our new Trading Feature.

Click here to watch

Take control of your investments and make use of the new functionality today.

Your financial journey: more powerful and dynamic than ever before.

For more information, please contact your relationship manager

or download the app here:

New Reporting for our clients – updated format

In the fast-paced world of finance, staying informed and abreast of news and developments is key for making sound investment decisions. At Quilvest (Switzerland) Ltd., we understand the importance of transparency, clarity, and empowerment in managing your portfolio. We are thrilled to introduce our new Portfolio Statement: a new, innovative feature which goes beyond the numbers, providing you with a comprehensive overview of your assets.

Clear Visuals: See Beyond the Numbers

Our Portfolio Statement is not just about data; it is about clarity and transparency. We believe that clear visuals are crucial in helping you understand the intricate details of your portfolio. With our visually appealing representations, you can easily grasp the composition and performance of your investments.

Added Transparency: State-of-the-Art Portfolio Risk Overview

Transparency is at the core of our commitment to you. Our state-of-the-art portfolio risk overview brings a new level of transparency to your investment strategy. Gain insights into the risk structure of your portfolio with an intuitive breakdown, empowering you to make informed decisions about your financial future.

Historical Performance: Navigate Future Investment Decisions

Understanding historical performance is key to navigating the future. Our Portfolio Statement provides you with a comprehensive analysis of your portfolio’s historical performance. With this knowledge, you can confidently navigate future investment decisions, aligning your strategy with your financial goals.

Enhanced Information on Alternative and Private Market Holdings

Deep dive into the world of alternative and private market holdings. Our Portfolio Statement ensures that you have all the information you need about these unique assets. Stay well-informed and make strategic choices which maximize the performance potential of your portfolio.

Video Showcase: Your Portfolio Unveiled

To complement the launch of the new design of our Portfolio Statement, we have prepared a video highlighting its key features:

Click here to watch

Your financial journey is unique, and our Portfolio Statement is tailored to empower you every step of the way. Dive into the future of portfolio management with Quilvest (Switzerland) Ltd.

Managing the Complexities of Wealth is our Passion

Quilvest (Switzerland) Ltd. receives the “CO2-Optimised” certificate by Swiss Climate

Quilvest (Switzerland) Ltd. (QVS) has been dedicated to improving its carbon footprint over the last years. After the successful launch of our ESG charter, our goal was to identify sources and to estimate amounts of carbon dioxide emissions caused by QVS. Interestingly, around 80% of our CO2 emissions were caused by business travelling, followed by employee commuting (9%) and office heating (8%) – factors we will continuously work on.

Our emissions have been audited by Swiss Climate and were labelled as satisfactory, which is why we can proudly announce having received the certificate “CO2-Optimised” by Swiss Climate for the year 2021. The certificate, which is valid until 2027 and yearly reviewed, demonstrates our dedication to a holistic and integrated CO2 management.

The “CO2-Optimised” certificate attests QVS the knowledge of opportunities and risks in relation to climate change, the knowledge of the most significant sources of emissions and areas of action as well as the definition of absolute or relative reduction targets. We are looking forward to further discussing the QVS climate strategy, reduction of caused emissions and related measures in the future.

Mobile Banking: Automation Leaves Space for Visions

Quilvest (Switzerland) Ltd. proudly presents its enhanced Mobile Banking app. The update was released only ten months after the app’s initial launch in March 2021. The release of this version of the Mobile Banking app reflects Quilvest’s commitment to further digitalise its services. Subsequent releases are planned for 2022.

With the new enhanced Mobile Banking app, Quilvest is strengthening its role as its clients’ sparring partner, even when they’re on the go.

Up to now, the app has included the following features:

Secure Login

Portfolio and performance overview

Transaction overview

Secure chat with the client relationship manager

“This app release showed me once again how difficult it is to make complex services easy to use for clients. The carefully considered smart rule sets bring new standards to mobile banking apps.”

Simon Gassmann - CIO

The new release is a huge step forward in terms of smart rules and easy international money transfer management.

New Features

The following features are integrated into the app: secure login, automated money transfer functionalities, smart automation and easy-to-access options for contacting the client relationship manager.

Strengthened Secure Login

Security and convenience were our guiding principles when developing the app. This is why the newly released version of the mobile banking app supports automatic switching between the QVS Access and QVS Mobile apps – to ensure smooth and intuitive login. Clients can use either their PIN, facial authentication or fingerprint.

Money Transfer Made Easy

The app offers the option to make payments and money transfers conveniently and easily, all in the palms of our clients’ hands. If there are any missing details, an innovative help button uses automation to guide users through the payment process.

Powerful Scanner

The convenient scanning functionality can easily recognise payment slips and processes the payment automatically. Users can scan with any mobile orientation. The app can detect the code with ease.

Account to Account Transfers Made Easy

The app uses prefilled transaction references for each repetitive payment. This frees up more creative time and space for our clients to pursue their entrepreneurial challenges and other interests. In addition, previous payments can be reused.

Approve Mobile Banking Payments Securely

The additional Quilvest Security app, the Access app, ensures that transactions remain secure and are always approved by our clients. They get an overview of their payments, and this frees them from having to worry about their financial transactions. Both apps feature intuitive navigation, making them fast and easy to use.

Have an Overview

The screen size does not limit the level of information available to clients. Users choose how deep they would like to drill down to obtain the information they care about – performance figures, liquidity levels, currencies, latest transactions, various account overviews, portfolios and more.

Optimised Help

The app recognises when the user might get lost and provides a quick link to the client relationship manager, either via a safe chat function or by phone. It is up to the user.

Digital Transformation Journey

These developments demonstrate the great strides Quilvest has made in its continuing journey of digital transformation. The newly designed processes reflect the digital way of working. Quilvest will stay on this path by integrating credit cards and stock exchange operations into the Mobile app next year. The goal remains to provide high-class services to our customers and be their preferred financial partner, integrating convenience and sustainability.

Account to account transfers made easy

Easy - select debit account

Convenient - select credit account

Fast - prefilled booking text

Worry free - secure confirmation

THEY WORK TOGETHER

Secure login for your Mobile Banking

One providing access and the other one for mobile banking.

Mobile app page

QVS Access

Provides secure access to Quilvest (Switzerland) Ltd.’s banking platform using your biometrics or a PIN.

QVS Banking

Our highly secure Mobile Banking app lets you stay on top of business finances on the move using your biometrics or a PIN.

Masterpieces of the Bemberg Foundation on loan at the Fondation de l’Hermitage in Lausanne and other cities

For the first time since the inception of the Bemberg Foundation in 1995, an art collection which comprises 1100 pieces assembled by the late Georges Bemberg, a selection of pieces will be on display outside the Foundation in Toulouse.

Digital Transformation @ Quilvest (Switzerland) Ltd.

Quilvest (Switzerland) Ltd. launches a new mobile app for the clients.

The impact of COVID-19 on Commercial Real Estate

As COVID-19 changes the way people around the world live and work, it is having a unique impact on the Commercial Real Estate universe: indeed, the pandemic has shortened the “time to tipping point”, acting as an accelerant of pre-existing trends more than a creator of new trends.

Growth Stocks in Japan

Growth Stocks in Japan have very high potential

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