Bank Account in Switzerland
As part of our close cooperation with a Swiss bank from DZ BANK Group, DZ PRIVATBANK Schweiz, we offer our Private Banking Clients an opportunity to hold a bank account and investments in Switzerland.
The joint offer of DZ BANK Polska and DZ PRIVATBANK Schweiz includes in particular:
maintenance of a personal bank account,
traditional fixed term deposits,
investments in model portfolios,
individual assets management,
investment consulting,
handling investments and a bank account in Switzerland via a dedicated Relationship Manager in Poland (at Client's request),
quarterly bank statements describing results and composition of a selected investment portfolio.
Our investment offer includes the following individual model portfolios:
Swiss concept portfolio
A swiss concept portfolio consists of investments in capital market instruments and bonds. The purpose of the portfolio is to ensure systematical growth of assets. The equities portion of the portfolio consists of investment fund and certificates, the bonds portion contains selected direct investments and units of bond funds. The reference currencies are CHF, EUR, USD. The minimum recommended investment amount is CHF 200,000 or its equivalent in another currency.
Swiss performance portfolio
A swiss performance portfolio is available in EUR. The purpose of the portfolio is to ensure structured growth of assets and diversification of investment risks while retaining investments in individual and global capital market instruments and bonds. Portfolio management consists of regular and active assets realocations and active securities selection on international stock and bond markets. The minimum recommended investment amount is CHF 750,000 or its equivalent in another currency.
Swiss fund selection portfolio
A swiss fund selection portfolio consists of equity and bond funds representing various strategies, regions and sectors. The reference currency is CHF or EUR.
Swiss bond portfolio
A swiss bond portfolio is a portfolio of investments in individual and global bond instruments. Portfolio management is based on active selection of Treausry and corporate bonds on domestic and international markets. The reference currency is CHF or EUR. The minimum recommended investment amount is CHF 750,000 or its equivalent in another currency.
Swiss multi strategy portfolio
A swiss multi strategy portfolio represents innovative assets management. Its investment purpose is to ensure assets growth on most diversified markets and to focus on global investment instruments. Investments consist of equities, bonds, liquid funds, convertible bonds, real estate, hedge funds, stock of public and non-listed companies, commodities and precious metals. The reference currency of inestments is EUR. The minimum recommended investment amount is CHF 200,000 or its equivalent in another currency.
Swiss selection worldwide portfolio
A swiss selection worldwide portfolio combines capital protection with an opportunity to achieve returns on international stock markets. The portfolio offers selection of capital protection (80% or 100%) for a period of five years. The reference currency is EUR.
Swiss rubinum portfolio
A swiss rubinum portfolio contains units of the investment funds managed by Union Investment and Juliusz Bär. The portfolio's composition is regularly monitored to comply with the Client-selected strategy and adjusted to conditions prevailing on the market. The minimum recommended investment amount is EUR 25,000.
Within each model portfolio the Client chooses one of four investment strategies: conservative, balanced, dynamic and risk-oriented. Depending on the selected strategy, equities account for the following portion of the portfolio:
25% - for a conservative strategy,
50 % - for a balanced strategy,
75% - for a dynamic strategy,
100% - for a risk-oriented strategy.
Portfolio results and composition depend on the adopted investment strategy.
DZ PRIVATBANK Schweiz also offers individual asset management for investments starting from CHF 1,500,000.
* DZ PRIVATBANK Schweiz provides exclusively Private Banking services under the Swiss law. It has 30 years of experience and 34,000 Clients.
