ONE by swisspartners is a digital client platform that consolidates all bankable AND non-bankable assets into one place. It has been designed as a holistic solution that is highly flexible thanks to its modular structure. You can choose modules tailored to your particular situation from the broad range of services – either on a one-off basis or at regular intervals as you require.
- Your total assets at a glance: global consolidation of all assets
- Clear documentation of structural/ownership status
- Transparent, cross-generational representation of family and wealth situation
- Various analysis options such as performance, cost analysis and macroeconomic assessment
- Encrypted online client portal (via mobile, tablet and internet)
- Comprehensive support from an experienced team of experts
Find out more here.
ONE by swisspartners is offered by swisspartners Corporate Services and not by swisspartners Advisors (SPA). Any third-party firms or representatives listed here are not employed by SPA and the mentioning of them shall not be construed as a recommendation, endorsement, or sponsorship by SPA.