CB Swiss offers premium financial solutions designed to help you achieve your personal financial goals. Our experienced investment professionals are dedicated to providing you with independent and specialised advice, built on a best-in-class investment approach.In order to accommodate your individual needs, we offer various levels of delegation for the management of your assets – from execution services and active advisory to discretionary mandates and fully customised solutions.

Self-Directed | Direct Trading Access
CB Swiss’s Direct Trading Access services are ideal for self-directed clients who wish to gain direct access to global markets through our experienced traders, 22 hours per day, 6 days per week (including Sunday trading for the UAE market).

Our trading specialists provide immediate execution services directly over the phone as well as professional execution advice and implementation. As a client, you can also benefit from exclusive first-hand market insights and views on volumes, momentum and market sentiment. If you prefer a single point of contact, you can make your transactions via your Relationship Manager.

Portfolio Management
CB Swiss’s portfolio management solutions are suited for clients with unique investment requirements and objectives who wish to delegate the management of their assets to a team of investment professionals.

The relationship between our clients and advisors is at the heart of our efforts. In order to accommodate your personal needs, you can choose from a wide range of mandates. We offer a selection of proven standard strategies with different risk and return characteristics and currency exposure, select niche strategies as well as fully tailored mandates.

Structured Solutions
CB Swiss offers Structured Solutions to professional clients who seek highly customised structuring and corporate finance solutions.

These fully customised solutions combine comprehensive advice, corporate finance, structuring, lending and other banking services, offering unique investment opportunities.

If you like to make your own investment decisions, but appreciate comprehensive advice from a dedicated team of investment professionals, CB Swiss’s Advisory solution could be the ideal offering for you.

As a client, you can benefit from access to independent and unbiased advice, based on an open architecture philosophy, across various asset classes in both developed and emerging markets.