Selvi & Cie | Privacy, Trust, Security & PerformanceSelvi

Privacy

Absolute compliance with legal and regulatory requirements, combined with respect for customers' privacy, ensures that we maintain a privileged relationship.

Business confidentiality and data protection are fundamental values that permeate Selvi & Cie SA’s corporate culture. Selvi & Cie SA is part of a long-standing Swiss tradition of respect for confidentiality, professionalism and data protection in the digital age. It rigorously applies its AML and KYC obligations, as well as those arising from legal and regulatory requirements concerning cyber-risks and data protection. This dual compliance ensures a privileged relationship.

Trust

A fruitful, long-term relationship can only be built on a solid foundation of trust.

Integrity, discipline, common sense and expertise all contribute to establishing and maintaining this relationship of trust. By listening carefully to the needs expressed, Selvi & Cie SA is always able to advise and act as closely as possible to its customers’ requirements. Reactive and flexible, Selvi & Cie SA knows how to anticipate, adapt and respond to the changes and evolutions natural to a close relationship.

Security

SELVI & CIE SA is licensed and supervised by FINMA, and offers the assurance of strict compliance with all legal and regulatory standards applicable in Switzerland.

To guarantee its clients the highest quality of execution and custody, Selvi & Cie SA works with first-rate banking and financial counterparties in Switzerland and abroad. To meet increasingly complex reporting requirements, Selvi & Cie SA has the following qualifications:

« Qualified Intermediary » within the meaning of the US withholding tax law
« Institution financière étrangère déclarante » au sens de FATCA (Foreign Account Tax Compliance Act)
« Reporting financial institution » within the meaning of automatic exchange of information (EAR/CRS)

As a member of the SWIFT network and Swiss bank clearing, Selvi & Cie SA provides its customers with secure, fast and efficient handling of all national and cross-border payment transactions.

As a member of the Swiss Bankers Association and a signatory to the Swiss Banking Due Diligence Agreement, Selvi & Cie SA places the highest value on integrity and responsibility, which are the guarantors of an impeccable reputation.

High-quality service also relies on efficient administration and a perfectly controlled and secure technical infrastructure.
Selvi & Cie SA relies on state-of-the-art back-office systems and retains full control over its administration and the development of its production tools. Similarly, its technological infrastructure meets the most stringent requirements in terms of information security and availability.

Performance

At Selvi & Cie, performance is at the heart of our values.

It is embodied in our responsiveness and rapid, precise execution of our customers’ requests and instructions.
Matching our advice to our clients’ specific needs and profiles, in order to meet their objectives.
In managing our investment strategies with our clients’ risk profiles in mind, and carefully assessing every aspect to balance ambition and prudence.

Values

Privacy

Trust

Security

Performance

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