How It works

You choose the custodian bank where you would like to hold your account and assets. We maintain excellent working relations with several banks based in Switzerland and elsewhere, for instance in Singapore, and would be happy to express a recommendation if desired. At the same time, you appoint The Wealth Office AG to manage your assets held at the custodian bank based on a Limited Power of Attorney over the account. The Limited Power of Attorney enables The Wealth Office AG to effectively manage your assets, but does not allow for transfers of assets out of the account without your prior approval.

Regulatory Information on The Wealth Office AG
The Wealth Office AG operates as an asset manager on a professional basis under a licence issued by the FINMA (Swiss Financial Market Supervisory Authority) in order to meet the highest legal requirements. These requirements are set out in the Financial Institutions Act (FinIA), the Financial Institutions Ordinance (FinIO) and the Financial Institutions Ordinance-FINMA (FinIO-FINMA).

Supervisory authority
The Wealth Office AG is authorised by the FINMA (Swiss Financial Market Supervisory Authority) to operate as an asset manager on a professional basis. Supervision of compliance with the licensing requirements is ensured by the supervisory organisation OSFIN, Financial Market Supervisory Organisation, Florastrasse 44, 8008 Zurich, info@osfin.ch, www.osfin.ch

FINMA (Swiss Financial Market Supervisory Authority)
www.finma.ch

Ombudsman office
The Wealth Office AG is affiliated to FINOS an independent ombudsman office, which is recognised by the Swiss Federal Department of Finance. In the event of any disputes concerning legal claims, our clients can contact this ombudsman's office at any time. Information on any administrative costs in connection with mediation proceedings can be found on the website of the ombudsman's office.

Financial Ombudsman Service Switzerland (FINOS)
Talstrasse 20, 8001 Zurich
+41 44 552 08 00
info@finos.ch
www.finos.ch