Support for Investment Advisors

Let our expertise help you broker precious metal investments

In times of economic crises and high inflation, investor enquiries about physical precious metals tend to increase. Today, gold and silver remain the most popular options employed to diversify investment portfolios. Arranging gold investments requires knowledgeable advisors who can provide clients with maximum support throughout the implementation phase. However, the core business skills of wealth and investment advisors rarely include the trading, procurement and storage of physical precious metals.

Are you a financial advisor, investment consultant, or insurance broker looking for effective ways to employ physical precious metals to diversify and protect your clients’ assets? Then a professional partner with appropriate industry experience could assist you by providing all these services centrally from one single source.

Dice with economic symbols stacked on coins.
Investment advisors rely on a wide range of products.
© magele-picture - stock.adobe.com

At Swiss Gold Safe Ltd, we specialise in making it as easy as possible for clients to invest in physical precious metals. We achieve this by working collaboratively with our business associates to pool the requisite knowledge and expertise. So, once we have concluded a mediation agreement, we could thus provide comprehensive support for your client advisory function, especially in the following areas:

Storage specialists supporting the brokerage of precious metal investments

Valuable precious metals require storage arrangements that are both dedicated and secure. Swiss Gold Safe bank-independent safe deposit boxes in Switzerland will provide such facilities for your clients. Our custom facilities offer a range of box sizes, which permits flexible adjustments at any time. Our private and fully insurable safe deposit boxes and vaults are located in highly secure buildings designed to meet the most stringent contemporary security standards. These facilities are all sited outside of metropolitan areas at locations known only to our clients.

The same applies to our segregated storage facilities in domestic or bonded warehouses. Individual custody is suitable for precious metal bars or coins made of gold, silver, platinum or palladium, and is not subject to any quantity or weight restrictions. In contrast to collective storage arrangements available elsewhere, the individual custody we offer is guaranteed to store, protect and return the original goods delivered into our care. This is implemented via a custody agreement which is fully compliant with the Swiss Code of Obligations.

Transport of valuables to a high-security warehouse

Do you have clients with precious metal holdings to be transferred to a warehouse? Through our specialist transport partners, we can organise the transport of valuables from the client’s address directly to one of our high-security warehouses. Our discreet gold transport uses fully insured armoured vehicles, while our logistics company can transport precious metals across national borders and also manage import and export services. Gold or silver investments purchased from precious metal dealers can also be collected. Swiss Gold Safe can coordinate all these transport tasks on your behalf, allowing you as an agent to give full attention to your advisory work.

Buying and selling made easy

Whenever your clients wish to purchase or add to their gold investments, or other precious metal holdings, our long-standing partner Echtgeld Ltd can support them by sourcing suitable products. This specialist precious metal dealership has more than 35 years’ business experience trading coins and bullion bars and will be happy to provide detailed advice on the purchase of gold or white metals for your clients. Our trading partner is also a reliable and extremely competent contact for arranging the sale or purchase of precious metals.

Various gold and silver bars against a white background
Gold and other precious metals can be easily traded.
© vladk213 - stock.adobe.com

Why store precious metals in Switzerland?

In your role as a consultant, you will want to provide your customers with the best possible level of service. So it’s natural you should ask why you would want to recommend your clients store precious metals in Switzerland. There are many good reasons: Switzerland has a long history of precious metal processing. It enjoys a global reputation for political and economic stability, and is considered one of the world’s leading financial centres. While the country is easily accessible from any European location, Switzerland remains independent of the EU and maintains its own strong national currency. Last but not least, Switzerland’s mountain massifs also provide our Swiss nation with a high level of physical protection.

Values such as discretion and the uncompromising protection of privacy and individual property rights are deeply rooted in Switzerland’s history. And be assured these same values are equally respected and practised daily at Swiss Gold Safe too. For all these reasons, the precious metals owned by your private and business clients will be in the best possible hands under our protection. Moreover, storing these assets with us in Switzerland offers still more benefits:

What are the advantages of bonded warehouses in Switzerland?

Are your clients planning to invest their capital in silver bars, silver coins or platinum and palladium assets? Then discreet storage in a duty-free warehouse in Switzerland is a very worthwhile proposition. Because, unlike gold investments, the purchase of white metal investment products is always subject to VAT. However if silver, for example, is purchased and then immediately stored in a transit warehouse, the transaction will not be subject to VAT. Taxes are only due on such goods when they are actually imported into the country.

Various silver bars against a white background
Silver bars are suitable for storage in bonded warehouses
© vladk213 - stock.adobe.com

Swiss Gold Safe can offer secure, bank-independent individual custody of white precious metals in Switzerland via bonded warehouses located, for example, at the Embraport site near Zurich. Here, your international clients can store bars or coins in any quantity, and without time restrictions. The client inventory is monitored by the Swiss customs and the relevant data is exclusively shared between Swiss Gold Safe and the customs authority. Storage and retrieval access can also be arranged remotely at any time.

We would be happy to offer you a personalised discussion to outline the scope of the collaborative support we could provide for your brokerage of precious metal investments.

Precious metal investment: intermediary and advisor support – an overview