Rahim Invest operates as a member of the FINMA-supervised VQF SRO No. 101332
Private banking access in Switzerland and Liechtenstein — a confidential preliminary report in 24 hours.
Summer intake — we onboard a limited number of new mandates before September.
Swiss-regulated fiduciary · Member of VQF (No. 101332), the FINMA-recognised SRO · Lausanne
Opening the account is only the first door — the real work begins after it opens.
Free Bankability Assessment — a confidential preliminary report on your Swiss and Liechtenstein options, within 24 hours.
KYC & File Preparation. Banks decline files, not people — one regulatory-grade file, reviewed once, presented across institutions.
Account Opening with the institutions that fit your profile. Our fee applies only when the account is successfully opened.
Independent oversight of your private banking & wealth management — on your side of the table, not the bank’s.
Special situations: Lombard refinancing, Sharia-compliant structuring, inheritance from Swiss accounts, frozen accounts.
Swiss banks decide by arithmetic, not prejudice — each level of wealth has its own problem.
With USD 1 million you are in the top 1% of the planet. But to a Swiss bank, an applicant from the GCC, CIS or US is also a CHF 5,000–15,000 due-diligence file — a cost the standard 1% fee barely covers. Unprepared files below CHF 2 million are declined by default.
KYC & File Preparation →The economics now work for the bank, but you are not yet a priority: portfolios like yours are typically assigned to the youngest relationship manager at the desk. You need experienced, independent eyes on every product you are offered.
Strategy Oversight →At this level the VIP treatment arrives — together with the bank’s own agenda: placements the bank needs, products that pay the manager’s bonus. An independent fiduciary on your side keeps what you are sold aligned with your strategy.
Strategy Oversight & Special Services →US persons — a separate lane. Under FATCA most Swiss banks serve American clients only through SEC-registered units, typically from about USD 2 million. We route you to the desks that actually take US files.
One platform — three kinds of mandate.
From the first bankability check to a working private-banking relationship — structured, documented and independently overseen.
Start with a free assessment →Independent specialist expertise in support of your family office — the work that is hard to do from abroad: bank and EAM selection, term negotiation, on-the-ground presence, continuity across generations.
Talk to us →Lawyers, tax advisors, relocation agencies, CBI firms: your referral carries your reputation. Send your client to a supervised Swiss fiduciary — verifiable in the official SRO register — not to an unregulated “banking agent”. Our role stays within the referred mandate; your client remains yours.
Connect with us →We work daily with custodians, bank desks and external asset managers in Switzerland, Liechtenstein and beyond — and our clients’ needs regularly become new mandates for the right institutions. Introduce your desk.
How to verify any provider
Information about Rahim Invest is available on finma.ch: Rahim Invest Sàrl, Lausanne, is a Swiss financial intermediary and a member of the VQF Self-Regulatory Organisation (Member No. 101332), officially recognised and supervised by FINMA, the Swiss Financial Market Supervisory Authority. Verify in the SRO member search →
A confidential preliminary report on your options in Switzerland and Liechtenstein — free, within 24 hours, no obligation.