Payment solutions
Asset Management
Investment advice

Payment solutions

For you, your business and your customers

When opening a multicurrency bank account with CIM Bank, you will enjoy a wide range of payments solutions adapted at your needs. You will be able to pay all over the world with our credit and prepaid cards, and make international bank transfers directly from your e-Banking.

Credit and prepaid cards

Asset Management

A team of skilled Private Bankers is always dedicated to increase and protect your assets

"Every Client is Unique" Mandate

Design your personalized portfolio

Choose the most appropriate strategy for your investments.

Bond Mandate

Zero management fees on EUR bond mandate until 3 years German bond has a negative yield

  • the reference currency, to measure the performance of the mandate: US Dollar, Euro, GBP, Swiss Franc,
  • the maximum maturity of the bonds in your portfolio,
  • the minimum rating of the bonds in your portfolio,
  • the investment in funds duly authorized in Switzerland,
  • the investment in commercial papers
  • the use of currency hedge

Share Mandate

  • the reference currency, to measure the performance of the mandate: US Dollar, Euro, GBP, Swiss Franc,
  • the investment in funds duly authorized in Switzerland,
  • the use of futures and options to improve the performance and to reduce the risk.
  • other personal preferences

BalancedMandate

  • the reference currency, to measure the performance of the mandate: US Dollar, Euro, GBP, Swiss Franc,
  • the percentage of shares of your portfolio,
  • the percentage of bonds of your portfolio,
  • the maximum maturity of the bonds in your portfolio,
  • the minimum rating of the bonds in your portfolio,
  • the investment in funds duly authorized in Switzerland,
  • the investment in commercial papers
  • the use of futures and options to improve the performance and to reduce the risk.
If you want more information about our management mandates, please contact us.


Blackrock iShares® Mandate

The most innovative, diversified and simple way to invest in the market.

The iShares® are a family of exchange-traded funds (ETFs) managed by BlackRock, providing comprehensive coverage of all major international stocks and bonds markets.

CIM Banque, in partnership with Blackrock, manages five ETF portfolios strategies in Us Dollar and in Euro.

  • Conservative
  • Moderate Conservative
  • Moderate
  • Moderate Aggressive
  • Aggressive

If you want more information about our management mandates, please contact us.

DisclaimerDisclaimer: The client should be aware of the risks associated with stock market investments and bond investments.
All bond investments entail the risk of default of the bonds issuers’. Other risks are the increase of the market rate interest that can penalize the market bond price, especially the long term bonds (over 6 years). Other risk is the downgrade of the issuers’ made by the rating agencies who can decrease the bond market price.
All securities investments entail the risk of great and sudden financial loss. Returns vary and you may have a gain or loss when you sell your securities.

Trading with Interactive Brokers and CIM Banque

The best platforms on the market to trade all available instruments

With CIM Banque, open a personal account and enjoy a range of benefits (credit cards, international transfers, e-banking ...). By using a single account, you can choose your trading platform to trade the instruments of your choice (stocks, options, futures, forex, funds...).

The trading platforms are reserved for CIM Bank's clients. Click here to open your bank account.

Independent Asset Managers

Increase your clients and realise your financial strategy in partnership with CIM Banque

Your high professionalism deserves a highly specialised bank trading on financial markets at your service.

You can easily manage your clients’ portfolio with CIM e-banking.

The independent asset manager can open customers’ accounts through our Extranet system that offers:

  • 24h/7 connection
  • all the documentation needed to open through Internet both personal and corporate accounts without coming to Switzerland
  • support of a secured videoconference
  • access to marketing presentations, videos and user guides on CIM Bank platforms

The independent asset manager can easily manage the account with:

  • DMA, Direct Market Access to CIM trading desk via Bloomberg, e-mail, phone.
    Skilled and experienced Brokers provide you real time information on the markets, receive and execute your orders in bonds, shares and forex worldwide.
    Best market prices and fast execution given by CIM Bank trading relationships with over 350 professional counterparties.

  • Through CIM Bank in collaboration with Interactive Brokers – a global leader in brokerage – you can trade stocks, futures, options and forex directly in the markets and receive instant execution of your orders.

  • Modern designed e-banking offers a personalized view of your client positions.
    Our e-banking service uses high secure technologies that allow you to access your account from anywhere in the world.

  • Access to our special CIM Orders to trade bonds, stocks, funds.

  • The independent asset managers can have access to over 3'500 funds authorized in Switzerland as well as to 15'000 funds worldwide

  • Opportunity to leverage clients investments via Lombard Loans

In addition, the client has easy access to all other services offered by CIM Bank as payment solutions, credit and prepaid cards and our unique lifestyle services.

Our offer of such partnership is exclusively reserved to professional and regulated partners.

 

Investment Advice for Stocks, Bonds and Funds

Skilled investment advisors will assist you on your investment choice into international financial markets.

You can contact at any time your Relationship Manager to give orders or to receive an advice.

CIM Bank provides you with an excellent order execution service to sell and buy shares, bonds, funds, derivatives and foreign exchange.

At your request, our advisor can assist you in your choices using our platform to invest in bonds, funds and shares.

With the CIM Web Conference service, you can talk and see your Relationship Manager and your Investment Advisors without coming physically to CIM Bank.

To enjoy Web Conferencing, you will need:

  • A broadband internet connection
  • A webcam
  • A microphone

Investing in stocks

Becoming a shareholder of public companies, for example Coca-Cola, Apple, BMW, Orange, Shell, Nestle, etc., gives you the possibility to earn dividends and capital gain. 

Investing in stocks gives you the opportunity to participate in the economic development progress.

You can personally choose the sector, for example energy, banks, industrial, etc. and the markets: US, European, English, Japanese, Australian, Canadian, Russian, etc.

Investing in bonds

Investing in bonds means taking profit from the interest paid by the issuers that can be governments or corporates.

Investing in funds

CIM Bank provides you with more than 3'000 funds authorised in Switzerland and issued by all the most important funds providers.

With your online access to your E-banking you can directly subscribe, and redeem all these funds. 

CIM Bank has also contracted a special commercial distribution partnership with the BlackRock© group, the leading provider of investment funds.

Introducing partners

CIM Bank develops collaboration with introducing partners, both institutional and individual, working with private and company clients.

In order to facilitate our collaboration, CIM Bank proposes to its introducing partners:

  • A personalized and exclusive access to our secured Extranet system. The introducing partner is independent, and can connect 24h/7 in order to implement new prospects interested in opening a personal, corporate, or commercial account with CIM Bank
  • No need to travel to Switzerland, the account can be opened remotely, with the support of a secured videoconference
  • Access to various marketing documents, presentations and videos of CIM Bank
  • A history where the introducing partner can follow the implemented contacts

Under this partnership, CIM Bank offers an exceptional quality of services, applicable to any type of account that will satisfy the large needs of their customers such as: