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Private banking as an independent service began in Switzerland and England in the late XVII –early XVIII centuries with private banking houses that served the narrow sector of well-to-do families through capital protection and income investment. People with high expectations for their private capitals have long valued private banking services. Tercentennial financial traditions of Swiss standards are being adopted here today.
Sokrat Private Banking is a professional, complex approach to private capital management and high client-service standards. Our exclusively developed private banking solutions include services in traditional investments, alternative investment, banking and art banking, as well as non-financial services.
The main feature of our individual management is forming a personal assets portfolio that ideally meets the financial objectives of the client in terms of investment, financial instruments, desired returns, risk, etc. This ensures our clients reliable capital protection and long-term growth.
We guarantee the confidentiality of your business, starting with your first call. You can either call to make an appointment with a private banking manager or you can send us the Form at firstname.lastname@example.org and a private banking manager will contact you as soon as possible.