Excellence in private banking, security and discretion, the highest level of professional competence as well as access to all the world's financial markets are the cornerstones of our business policy. These values are embodied in our customer service: it takes a highly specialized team of account officers to handle your affairs competently. We place the highest value on tailoring our services to your personal requirements.
A high degree of professionalism and personalized service go hand in hand – in asset management and investment consultancy as much as in discretionary and trust business. Not only in Switzerland, but worldwide, at many key financial centers. Because we aim to be where you need us most.
Banking Hapoalim (Switzerland) Ltd is a global service provider:
Fiduciary and other deposits
Tailor-made investments – customized to clients’ requirements and coupled with a sophisticated risk management approach
Structured products as capital-protected investment instruments (a combination of various forms of investment which guarantees repayment with the opportunity to participate in positive developments)
PAM investment funds (Poalim Global Multi-Manager Fund) – broadly diversified investment funds to reduce risk and increase yield potential
Fiduciary services
Trust and offshore companies
FOREX
Ongoing analysis of current market trends from our analysts
Access to all the world’s financial markets with the opportunity to take advantage of a wide range of securities and other products
And more…