Discover our range of services
for wealth management professionals
INTERMEDIARIES
Upgrade your wealth management with a trusted digital bank.
YOUR ADVANTAGES
A dedicated team at your service
Custodian services
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%.
Innovative digital platforms
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.
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.
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.
Contact us
Sébastien Champion
Head of Partner Solutions
sebastien.champion@swissquote.lu
+352 2603 2109
Victor Benit
Relationship Manager, Intermediaries
victor.benit@swissquote.lu
+352 2603 2286
Nicolas Palmitessa
Senior Business Development Manager