UPGRADE YOUR WEALTH MANAGEMENT WITH A TRUSTED DIGITAL BANK
A dedicated team at your service
CGP/CIF or Family Office partners: your unique needs are of paramount importance to us. Our investment expertise, together with our technological and custodian capabilities, guarantee you the very best in life insurance.
Custodian services
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We are approved by the Commissariat aux Assurances (CAA) as a custodian for life insurance contracts, and work in partnership with leading providers and insurers. Our custodian fees are 0.06%.
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Innovative digital platforms
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Our professional tools enable you to best serve your customers' sophisticated needs: open architecture with over 1 million products, bundled operations, and centralised customer tracking. Your customers benefit from real-time access to their portfolio.
Comprehensive range of value-added services
We support your independence with a comprehensive range of value-added services: Lombard credit, an international and multi-currency approach, and tailor-made support.
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The best of insurance
Swissquote’s securities account, together with Luxembourg life insurance and our value-added services, gives you complete control over your investment operations, allowing you to best meet your clients' expectations.
Discover our range of services for wealth management professionals
Contact us
Sébastien Champion
Senior Manager,
Partner Solutions
sebastien.champion@swissquote.lu
+352 2603 2109
Victor Benit
Relationship Manager,
Intermediaries
victor.benit@swissquote.lu
+352 2603 2286