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Wealth Management

Preferred Banking

At Capital Y we are focused on ensuring a smooth and transparent banking experience.

Upon signing a management agreement with you, we are given a Limited Power of Attorney (LPOA) on your accounts at the bank(s).

This allows us to manage your wealth under supervision by the FINMA but doesn’t allow us to make cash transfers.

Moreover, through our long-established relationships with the world’s leading banks, we provide our clients with access to preferential and institutional pricing and assist them in navigating the often-complex landscape of global banking.