An independent, human-sized company, CPCI combines the earnestness with which it conducts its business with the flexibility of a small business dedicated to customized service. This implies personalized service with considerable flexibility in processing transactions, as well as an undeniable decision-making speed.
With a rigorous approach to risk, we work with integrity and in strict compliance with current regulations, in order to merit and retain our clients’ trust. We place your interests at the centre of our concerns and work with the rigour this implies.
You will have access to all the information you need regarding your investments, this includes documentation, fund data sheets with analytical graphs, certificates, etc. These documents are at your disposal. Similarly, the price of our banking services and tarifs are included in the account-opening documents.
Confidentiality is absolutely essential in our line of business. We take great care in processing all requests in a confidential manner and with utmost discretion. All calls and orders are only processed upon formal verification of your identity in order to secure each and every transaction.
Our aim is simple : to meet your expectations. Our conviction, our personal involvement, our attachment to the long-term future of our company and the recognition of each talented member of our team generate a stability that is now rare in the banking world, which has become an industry. We do our utmost to preserve, consolidate and increase the value of your assets by relying on the ancestral Swiss expertise in wealth management.