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HELVETICASH
neo
14 episodes
1 week ago
The podcast that explores the evolution of finance in Switzerland. Clear and practical discussions on neo-banks, fintechs, payments, and investments to help you manage your money better every day. No jargon, no empty promises—just sharp analysis and actionable insights. A podcast powered by **www.heyneo.ch**, the independent Swiss comparator for neo-banks and investment platforms.
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All content for HELVETICASH is the property of neo and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The podcast that explores the evolution of finance in Switzerland. Clear and practical discussions on neo-banks, fintechs, payments, and investments to help you manage your money better every day. No jargon, no empty promises—just sharp analysis and actionable insights. A podcast powered by **www.heyneo.ch**, the independent Swiss comparator for neo-banks and investment platforms.
Show more...
Business News
News
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Swiss Private Banking: The Complete Guide
HELVETICASH
19 minutes 19 seconds
6 months ago
Swiss Private Banking: The Complete Guide

🎧 In this episode of HelvetiCash (French audio), we dive into the structured world of Swiss private banking.
We rely on the private banking guide by heyneo.ch , the Swiss reference for financial comparisons.

This comprehensive guide explains:

• Access conditions for private banks (minimum amount, origin of funds, residence)
• Differences between private banking, wealth management, and investment mandates
• Fees, level of support, and customization options
• Digital alternatives like Alpian, a hybrid between robo-advisor and traditional private bank
• How to choose the right solution depending on your wealth, investment horizon, and need for support

A clear and factual overview to assess whether private banking is the right fit – or if another option offers a better balance between autonomy, fees, and guidance.

👉 Read the full Swiss private banking guide here: https://heyneo.ch/en/expert-advice/swiss-private-banking/

HELVETICASH
The podcast that explores the evolution of finance in Switzerland. Clear and practical discussions on neo-banks, fintechs, payments, and investments to help you manage your money better every day. No jargon, no empty promises—just sharp analysis and actionable insights. A podcast powered by **www.heyneo.ch**, the independent Swiss comparator for neo-banks and investment platforms.