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.
ACCOUNTS / CARD SERVICE / E-BANKING
TREASURY AND PAYMENT OPERATIONS
TAX AND CLIENT REPORTING
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.
CASH-OPTIMISATION AND LIQUIDITY MANAGEMENT
MULTI MANAGER SELECTION
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.
PENSION FUND CHECK
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.
CORPORATE TAX STRUCTURES
DUE DILIGENCE SERVICES
MERGERS AND ACQUISITIONS
ACCOUNTING AND TAXATION
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FUND VEHICLES (EUROPEAN AND OFFSHORE)
SPV’S (SPECIAL PURPOSE VEHICLES FOR ADMINISTRATION AND TAX)
TAILOR-MADE STRUCTURED PRODUCTS