By Zsolt Bandy CEO of Zürich-based Trafalgar Wealth Management Ltd. (TWM)

Trafalgar Wealth Management in Zürich offers a viable alternative in the Swiss private banking scene with a service that takes a disciplined, multi asset-class and tailor-made approach to the challenges facing the modern investor.

On the eve of an even more complex market and regulatory environment, Swiss private banking prepares itself to cope with all the known and new challenges. Some financial institutions will fail and some will survive and turn stronger. The question is what is key in order to position oneself on the winner’s list?

Each financial institution is aware of new standards to be fulfilled in order to keep the private banking clients satisfied. But which ones of still numerous market participants will have the right structures, the optimised processes, the necessary know-how and experience as well as the right contacts to other synergetic and professional product and service units not only to be solid but also proactive and flexible enough to successfully embrace the upcoming new age?

Based on the growing criticism of lack of transparency, dizzy taxation threats with unpredictable changes in the various jurisdictions, unclear fee structures, diminishing service quality, high personnel turnover and poor performance figures – a lot of institutional clients and high net worth individuals (HNWI) are being confronted with following deeply evident questions:

–    Is there a way to optimize my co-operation with my bank and my private banker in view of a better performance, better service quality and lower costs?
–    Is there a way to build up a long-term banking relationship based on trust and affected by loyalty, independent opinion and a maximum degree of discretion?
–    Is there a person or an institution being committed to provide me with attractive investment ideas and best possible timing without any conflict of interest?
–    Is there an institution as your lender of last resort you can approach and get advice or simply for a helpful second opinion for alternative structures and for all my different asset classes?
–    Is it possible to approach my future financial advisor with the combination of all these wishes and have answers out of one hand?

Paralysing some investors is the threat of an inherent possible meltdown of the financial markets. Making money with the right performance drivers in the adequate asset classes, a continuous screening of the investment in view of an efficient risk-management, and a new way of taking care of the clients’ assets, which we represent, is at least to be taken into consideration.

We assume that the majority of the ‘Global Banking & Finance’ readers are familiar with the so-called family offices – often reserved to the super-rich – , which are fairly common and well represented especially in Anglo-Saxon countries. Major characteristics of these entities supposed to match exactly with the above enumerated requirements and are therefore very much en vogue.

With this article we would like to turn your attention to the – so far less known – Swiss pendant of this approach – a well-established and traditional Swiss constitution called ‘Independent Asset Manager Companies’ such as Trafalgar Wealth Management Ltd. is.
Based on our experiences we have made since establishing our independent asset management company, more than ever we are convinced that this platform is an optimising centre of competence between our partner banks, product and service providers, specialist partner firms and our trusted clients. It offers all the advantages that will further gain more attention and future followers especially in view of the described on-going changes in the financial industry.

Let us welcome you in our premises in Zürich and have an opening discussion about your financial background and needs – it could be a first step towards a beneficial partnership – as a true alternative in the world of “New Swiss Private Banking”.

More about the author:

Zsolt Bandy
Zsolt Bandy is the CEO of Zürich-based Trafalgar Wealth Management Ltd. (TWM). He holds a university degree in economics, has 20 years of international experience in investment advisory for individual and institutional clients, and is well connected in the Swiss Private Bankers’ community.

Together with his associate partners at TWM, he draws on strong analytical and processing skills while covering all asset classes including private equity, start-up and early-stage investments, and while offering tailor-made advisory services.

Among the companies, he has worked for during his career, as a private banker are UBS, Credit Suisse and Dresdner Bank.
The inspiration for the establishment of Trafalgar Wealth Management Ltd. by its CEO was to create an adequate platform to cope with today’s multiple challenges in the financial industry allowing the concentration on the essences of a successful co-operation with clients and partners by generating excellence in the disciplines Competence, Independence, Continuity, Discretion & Performance.

More about the company:

Trafalgar Wealth Management Ltd., Zürich
Embedded in Switzerland’s solid political, legal and economic environment, Trafalgar Wealth Management Ltd. is a Switzerland based and licenced Independent Asset Management Company, established 2006.

Trafalgar offers its own asset management advice with a tailor-made and highly disciplined investment approach as individual or as standardized mandates, depending on the client’s risk profile and preferences. The range is from very conservative profiles with low-risk directives to more dynamic portfolios with higher performance expectations.

Trafalgar’s clients have accounts held with well-recognised Swiss Private Banks according to their choice. Their accounts automatically enjoy attractive conditions based on the contractual partnership between Trafalgar and its partner banks as well as carefully selected best-in-class products from the best product and service providers.

Trafalgar offers of course all the typical banking services such as account openings and maintenance, administration and professional monitoring, trustee-mandates and establishing of offshore structures such as Marshall Islands Companies, Trusts and Foundations etc.

Additionally, our clients find access to a wide network of business partners with in-depth knowledge and expertise in the fields of company structures incl. offshore-solutions, private equity, real estate, investment funds, hedge funds and structured products.

As a registered Swiss independent asset management company Trafalgar offers over-average earning perspectives, attractive banking conditions, carefully selected best-in-class products, and is committed to fulfil high quality standards based on Swiss private banking tradition.