Our services
OPTIMIZATION OF BANKING FEES
Many businesspeople, wealthy individuals and corporations pay their banks excessive fees and commissions and excessively high interest rates. It is worth noting that only some of these commissions are "transparent". There are many fees and commissions that a client does not even know about, since they are well hidden in various investment ..
INVESTMENT PORTFOLIO ANALYSIS
Our specialists have an extensive expertise and vast experience in both international banking and investment consulting. We will carry out a thorough professional analysis and audit of your investment portfolio, taking into account diversification across sectors, industries, and geographical allocations..
OPTIMIZATION OF BANKING FEES
There is a good chance you are overpaying your bank. We will significantly reduce your costs!
You will only pay for success and only once but enjoy the savings for many years!
The Problem
Many businesspeople, wealthy individuals and corporations pay their banks excessive fees and commissions and excessively high interest rates. It is worth noting that only some of these commissions are "transparent". There are many fees and commissions that a client does not even know about, since they are well hidden in various investment products and other services.
For example, a client who has $ 5 million on her a Swiss bank account , will pay her bank ,on the average, about 1% through various commissions – which amounts to as much as $ 50 000 a year!
Sure enough, going through and checking all one's banking fees and expenses might be a daunting and exhaustive task, even for people who are well-versed in finance; it often seems that bank printouts are deliberately designed to be confusing. Moreover, this task takes time and energy, which one may prefer to spend on other issues. Small wonder that usually bank clients continue to pay, and the bank continues to benefit excessively from their money.
Moreover, even if a client by chance finds out exactly where he is overpaying, it is usually difficult for him to build up a correct strategy for negotiations with his bank on improving the terms, especially if he does not have an expertise in all the nuances of banking.
The Solution
Our specialists have an extensive expertise and vast experience in international banking (over 20 years in senior positions in banking structures in Switzerland and Israel). With their deep knowledge of all the subtleties and nuances of banking, they will conduct a thorough professional audit of your bank accounts (both private and corporate) and provide you with a detailed account of all your expenses. Then they will negotiate with your bank on your behalf on improving the account terms.
As our practice shows, usually we manage to significantly reduce fees and commissions - sometimes by 50% (which amounts to tens of thousands of dollars a year!). Moreover, if your current bank is not ready to make concessions, we will be able to offer you an alternative of transferring your account to leading European and Israeli banks, including a significant improvement on terms.
How much will it cost you?
Our basic principle is: You only pay for success! In other words, you only pay if we managed to save you significant amount of money. A one-time payment for the service consists of a certain percentage of the sum we have saved for you through reduced bank fees and commissions.
Moreover, it should be remembered that you only pay us once, while you will continue to enjoy significant economic benefits every year!
Who can benefit from this service?
The service is for all owners of private and corporate accounts in European and Israeli banks with assets (including loans) above USD 1M (in Israeli banks – above USD 0.5M).
ASSISTANCE WITH OPENING A BANK ACCOUNT AND GOING THROUGH THE COMPLIANCE PROCESS
The Problem
Many businesspeople and wealthy individuals face various problems when attempting to open private or corporate accounts in Western European and Israeli banks, as well as when carrying out monetary transactions. Unfortunately, sometimes it even comes to blocking a bank account. Usually, all these problems are correlated with the compliance process.
The Solution
Our specialists have an extensive expertise in international banking and finance (over 20 years in senior positions in banking structures in Switzerland and Israel). With their deep knowledge of all the subtleties and nuances of modern banking system and its regulations, they will professionally prepare a client for successful completion of the compliance procedure.
The process of preparing a client for going through the compliance procedure includes:
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Comprehensive audit of all the documentation
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"Client’s History", including "The Origin of Capital" documentation preparation
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Profile preparation & optimization
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Coordination of negotiations with banks
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Opening an account in a specific bank / unblocking an account / making a monetary transaction.
INVESTMENT PORTFOLIO ANALYSIS
Our specialists have an extensive expertise and vast experience in both international banking and investment consulting. We will carry out a thorough professional analysis and audit of your investment portfolio, taking into account diversification across sectors, industries, and geographical allocations.
We will examine whether your portfolio's risk profile matches your risk appetite as an investor. Ultimately, we will provide you with recommendations as to upgrading a strategic structure of your investment portfolio.
