Financial services with a clear purpose
In daily life, it is important that banking transactions run smoothly. As a private bank, we serve a manageable circle of clients, which ensures personal relationships and quality. Well-designed processes, clear documentation, and access to specialized expertise ensure that all your financial affairs are working harmoniously. This lightens your load, so you can concentrate on what matters most.
Clear and self-evident account structure
Accounts are not isolated entities to us, but rather part of a clearly structured overarching architecture. They are guided by your asset structure, your needs and, where applicable, to existing companies, foundations or trusts.
We ensure a transparent breakdown, traceable transactions and seamless coordination between payments, investments and financing. Currencies, authorisations and access rights are clearly defined and documented.
E-banking: flexible access from anywhere
There are various ways for you to manage your banking transactions. As well as speaking to your account manager in person, our online banking service allows you to carry out selected tasks independently, quickly and securely.
Clarity in documentation
Bank statements, balance sheets and reports are deliberately concise, structured, clear and free from unnecessary complexity. This allows you to always maintain the overview without having to deal with operational details. The result is a banking relationship that takes the pressure off because it is intelligent.
Fast and uncomplicated global payments
International payment transactions require precision and an understanding of the regulatory framework. You can make domestic and international transfers in various currencies and via different payment systems.
Whether one-off transactions, recurring payments or large international transfers: our processes ensure that amounts are transferred correctly, deadlines are met and counterparties are thoroughly vetted. In doing so, we consider country-specific requirements as well as internal control mechanisms.
For more complex situations – such as cross-border structures or larger volumes – our specialists are on hand to advise you. In this way, we combine operational efficiency with personalised support.
Handling securities with precision
Our securities settlement service is the backbone of our asset management. It ensures that your orders are executed correctly, positions are booked accurately, and income is credited on time and in full. This includes all processes relating to dividends, interest, or structural changes, as well as coordination with trading partners and custodians.
At Dreyfus Banquiers we assign this task to experienced specialists. We carefully check for deviations and assess them in the respective context. Where necessary, we use defined control and escalation mechanisms. The advantage is that you don’t have to deal with the details because we take over responsibility for the technical and operational.
Credit solutions with a holistic view
With an asset management mandate, you have the advantage of attractive financing options if you want to keep your assets invested, avoid transaction costs, or take tax considerations into account. Our credit specialists work closely with your client advisor to develop solutions tailored to your individual situation.
Mortgages
We finance primary residences and vacation properties for our asset management clients. Terms and conditions are based on the circumstances of each individual case and not on fixed standards.
Lombard credit
With Lombard loans, you can use your securities portfolio as a collateral for additional liquidity. Depending on your needs, we offer fixed advances or flexible, competitive credit limits. The terms and conditions are similar to those for mortgages and can supplement them.
Care and clarity in tax matters
Tax issues require precise answers. To ensure this, you have direct access the expertise of our specialised department.
Services for Swiss clients
If your tax liability is in Switzerland, upon request we can prepare your tax return in accordance with the requirements of your canton of residence. We prepare the necessary documents, check assessments, and assist you with specific questions. This includes calculations relating to asset transfers.
Services for foreign clients
If your tax liability is in a foreign country, you will receive detailed statements in accordance with local law. Our focus is on transparency and clarity. For taxpayers in France, we offer a comprehensive service in accordance with French law. While this does not replace expert advice, it does provide a solid basis for further steps.
Clear and self-evident account structure
Accounts are not isolated entities to us, but rather part of a clearly structured overarching architecture. They are guided by your asset structure, your needs and, where applicable, to existing companies, foundations or trusts.
We ensure a transparent breakdown, traceable transactions and seamless coordination between payments, investments and financing. Currencies, authorisations and access rights are clearly defined and documented.
E-banking: flexible access from anywhere
There are various ways for you to manage your banking transactions. As well as speaking to your account manager in person, our online banking service allows you to carry out selected tasks independently, quickly and securely.
Clarity in documentation
Bank statements, balance sheets and reports are deliberately concise, structured, clear and free from unnecessary complexity. This allows you to always maintain the overview without having to deal with operational details. The result is a banking relationship that takes the pressure off because it is intelligent.
Fast and uncomplicated global payments
International payment transactions require precision and an understanding of the regulatory framework. You can make domestic and international transfers in various currencies and via different payment systems.
Whether one-off transactions, recurring payments or large international transfers: our processes ensure that amounts are transferred correctly, deadlines are met and counterparties are thoroughly vetted. In doing so, we consider country-specific requirements as well as internal control mechanisms.
For more complex situations – such as cross-border structures or larger volumes – our specialists are on hand to advise you. In this way, we combine operational efficiency with personalised support.
Handling securities with precision
Our securities settlement service is the backbone of our asset management. It ensures that your orders are executed correctly, positions are booked accurately, and income is credited on time and in full. This includes all processes relating to dividends, interest, or structural changes, as well as coordination with trading partners and custodians.
At Dreyfus Banquiers we assign this task to experienced specialists. We carefully check for deviations and assess them in the respective context. Where necessary, we use defined control and escalation mechanisms. The advantage is that you don’t have to deal with the details because we take over responsibility for the technical and operational.
Credit solutions with a holistic view
With an asset management mandate, you have the advantage of attractive financing options if you want to keep your assets invested, avoid transaction costs, or take tax considerations into account. Our credit specialists work closely with your client advisor to develop solutions tailored to your individual situation.
Mortgages
We finance primary residences and vacation properties for our asset management clients. Terms and conditions are based on the circumstances of each individual case and not on fixed standards.
Lombard credit
With Lombard loans, you can use your securities portfolio as a collateral for additional liquidity. Depending on your needs, we offer fixed advances or flexible, competitive credit limits. The terms and conditions are similar to those for mortgages and can supplement them.
Care and clarity in tax matters
Tax issues require precise answers. To ensure this, you have direct access the expertise of our specialised department.
Services for Swiss clients
If your tax liability is in Switzerland, upon request we can prepare your tax return in accordance with the requirements of your canton of residence. We prepare the necessary documents, check assessments, and assist you with specific questions. This includes calculations relating to asset transfers.
Services for foreign clients
If your tax liability is in a foreign country, you will receive detailed statements in accordance with local law. Our focus is on transparency and clarity. For taxpayers in France, we offer a comprehensive service in accordance with French law. While this does not replace expert advice, it does provide a solid basis for further steps.
More about this topic
Further information about us and our solutions can be found in the following topics.
Learn moreE-Banking-Login
Secure digital access to your accounts and investments – wherever you are, whenever you need it.
Learn moreInvestment strategy
Together we develop a clear investment strategy. One that reflects your financial priorities and suits your situation.
Learn moreExternal asset manager
As an independent asset manager, we are a reliable partner. We combine quality and consistency, relieving you of excess pressure.