Financial Intermediaries

At CBH you will find

A secure independent custodian

CBH Business model, focusing on wealth management and excluding any risky activity such as proprietary trading and non collateralised credit, offers a secure platform to the clients of our External Independent Asset Managers.

Four booking centres

External Independent Asset Managers can open accounts for their clients in four booking centres : Switzerland, Hong Kong, The Bahamas and the United Kingdom.

A special partnership

The size of the Group and its entrepreneurial spirit enable us to offer to all Independent Asset Managers access to senior management. Open to productive partnership based on mutual trust, Independent Asset Managers feel “at home” in CBH. They will find a dedicated proactive Asset Manager providing them with a high level of service that ensures top quality and rapidity. CBH offers a wide range of services aimed at Independent External Asset Managers and their clients.

Tailor-made IT system

CBH gives you access to a secure online solution created especially for you. It enables you to monitor and manage your clients’ portfolio. You’ll be able to accomplish various tasks such as to place securities and fiduciary orders, to make payments, to obtain statements.

Direct access to trading desk

You have a direct access to the Trading desk. The desk is open during European and US markets hours. An efficient and swift trade through “Best execution” principle on all international financial instruments is ensured.

CBH advisory services

The Relationship manager will provide you with any service that you may need. He will give you full access to most of our Bank’s services, such as our Investment advisory team, CBH financial research and our Tax and Legal advisory service. Your Relationship manager will also keep you informed on a regular basis on events of any topic or change of regulations and laws that you are interested in.

Private label fund

A private label fund is an investment fund designed according to your wishes. We offer a comprehensive service, starting with the design of a solution to the creation of the fund and its operational management. We advise you with the choice of fund jurisdiction, fund type and tax and legal aspects of the fund which will meet your individual needs.