US-Business für Vermögensverwalter
Dear client and business partner
We hope you are well, safe and in good health.
The Covid-19 virus has been and is keeping all of us busy. We have taken precaution measures wherever needed to live up to our responsibilities towards our employees, our clients and our business.
We follow the Swiss and Liechtenstein government recommendations and bans, we closely monitor international developments and we implement our own additional measures. Of course our policies include serious hygiene measures, education and social distancing.
The more severe contingency planning include splitting client teams to different locations and home office work. Travel meetings with clients and third parties are currently suspended. At this point, these measures remain in place until further notice and we ask everyone for their understanding.
We have advanced technology in place in our group of companies and are able to offer video conferencing which we can also connect to handphones or tablets. Please contact your Relationship Manager or bank@kaiserpartner.com to set up such a video-conference if required.
We ask you for your understanding in case you should experience any delays from our side.
Special times require special measures. Thank you for your understanding. Please rest assured that we do everything possible to keep operations safe and running and to accomplish a positive client experience.
With our best wishes and regards
Kaiser Partner Privatbank AG
Möchten Sie mehr über nachhaltiges Investieren erfahren? Dann zögern Sie nicht, sich für weitere Informationen per pb@kaiserpartner.com und +423 237 83 21 an unser Private Banking Team zu wenden.
We are gladly available on video call – especially in these extraordinary times. Just send us a short email so that we can set up a video call.
We are gladly available on video call – especially in these extraordinary times. Just send us a short email so that we can set up a video call.
Viele Banken in Europa beenden ihre Geschäftsbeziehung mit Kunden konsequent, sobald sich bei diesen ein US-Bezug auftut – das, obwohl die US-Behörden ausländischen Vermögensverwaltern mehrere Möglichkeiten für die Bedienung von Kunden mit US-Bezug gewähren.
Ohne auf diese Spielräume einzugehen hört man vielfach, dass die hohen regulatorischen Anforderungen der amerikanischen Steuerbehörden und der Wertpapieraufsicht zu hoch seien. Für die betroffenen Kunden hat die Beendigung der Geschäftsbeziehung jedoch teils massive Folgen: Gerade in Deutschland finden viele nur schwer eine neue Möglichkeit zur Veranlagung des Vermögens. Manche haben deswegen sogar ihre US-Staatsbürgerschaft zurückgegeben.
Tatsächlich könnten diese Kunden von Vermögensverwaltern bedient werden, wenn die Stand Juni 2018 bestehenden rechtlichen Spielräume genutzt werden.
In a time of global change, you have to be very well informed if you want to be on the right side. Our investment experts provide you with regular updates about significant events and trends.
Subscribe to our monthly newsletter which includes a digital version of our Monthly Market Monitor.
Thank you for subscribing to our Newsletter
Check your inbox and confirm the subscription.