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BANKING SERVICES

Clavis works together with the best Swiss and International Banks and Brokers, and other third-party companies that meet our standards of business excellence, ensuring our clients have a fully integrated cost-optimized platform.

Thanks to our independence, we select the best services and products each of our partners can offer to our clients while keeping the processes more efficient.

Zimní scenérie

SERVICES

PRIVATE BANKING

MULTI-BANK SETUP

LENDING

CORPORATE BANKING

MULTI-MANAGER SETUP

INTERNATIONAL MORTGAGES

ACCOUNTS / CARD SERVICE / E-BANKING

TREASURY AND PAYMENT OPERATIONS

TAX AND CLIENT REPORTING

ASSET
MANAGEMENT

At Clavis, we ensure the preservation of our clients' capital by only working with the best partners. Thanks to our trusted partnerships, we have not just multi-bank access but also multi-manager access enabling us to offer our clients products from industry leaders across all asset classes.

Sea Shore

SERVICES

CASH-OPTIMISATION AND LIQUIDITY MANAGEMENT

PORTFOLIO MANAGEMENT​

MULTI MANAGER SELECTION

TAILOR-MADE MANDATES

FINANCIAL
PLANNING

Regardless of whether you just look for security in retirement through pension planning or want to build a legacy for generations to come by preventing your loved ones from financial surprises in the future, we have a solution.


Every financial transaction inherits a risk. Having a long-term vision, always tracing the added value and taking advantage of trends, enables us to preserve and manage your capital based on rational decisions. An active tax and retirement planning are crutial for achieving your goals and building a legacy to last for the generations to come.

Mlžné jezero

SERVICES

TAX ADVICE

FINANCIAL PLANNING

RETIREMENT

RELOCATION

SUCCESSION PLANNING

PENSION FUND CHECK

INDIVIDUAL
SOLUTIONS

No matter if you search for peace of mind, security, or an individualized step by step plan to achieve your financial goals, we are there to ensure the alignment of all aspects, so you can focus on your personal life goals.

 

We are able to discuss and support your investment ideas and provide you with the views of our trusted portfolio of partners.

Krajina

SERVICES

CORPORATE TAX STRUCTURES

DUE DILIGENCE SERVICES

CLUB DEALS

MERGERS AND ACQUISITIONS

ACCOUNTING AND TAXATION

LENDING

STRUCTURING

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Bouře v moři

SERVICES

FUND VEHICLES (EUROPEAN AND OFFSHORE)

SPV’S (SPECIAL PURPOSE VEHICLES FOR ADMINISTRATION AND TAX)

TAILOR-MADE STRUCTURED PRODUCTS

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