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Professional
Intermediaries

Services for Professional
Intermediaries

Dedicated and experienced teams in Zurich, Geneva and Lugano

EAM and Client Onboarding

  • Fast onboarding process both for end clients and EAMs

  • Digitalised EAM onboarding process using an innovative secured decentralised blockchain Swiss platform (Wecan Comply)

  • Specialised know-how for BIL’s target regions (China, Eastern Europe and the Middle East)

Tailor Made Products

  • Open platform for Structured Products (BIL or external issuers)

  • Fund Solutions: Management Company and full offering for fund setup (Regulated or non Regulated entities, rent-a-compartment)

  • Insurance policies both for Managed Accounts and Universal Life (ULI)

Basic Services

  • Private & Corporate accounts

  • Automatic data feeding (PMS)

  • Trading (Securities & FX)

  • Loans and Credit Cards

Tax Services

  • Specific & generic tax reports

  • Tax Reclaim

IT Tools

  • E-Banking / Mobile Banking

  • Avaloq – EAM Tool

Pricing

  • Flexibility and choice in Pricing (multiple models available)