Swiss Banking Introductions & Account Opening Support

How can I get help opening a Swiss bank account?

BERFRID Advisory assists clients with banking-related matters in Switzerland through its network in the Swiss banking and financial services industry. Support can include introductions to suitable banking partners, guidance through account-opening processes, and coordination of ongoing banking relationships, subject to each bank’s own onboarding criteria.

What “banking support” means in practice

Opening or maintaining a Swiss banking relationship often involves more than choosing a bank: documentation, residency and tax profile, source of funds, and the bank’s risk appetite all matter. BERFRID helps clients prepare and navigate that process with realistic expectations.

We do not replace the bank’s compliance decisions. Banks decide independently whether to accept a relationship. Our role is to introduce suitable options and support the process where appropriate.

Who this is for

Private individuals, entrepreneurs, companies and international clients who need a Swiss banking introduction or help coordinating account opening often benefit from a boutique advisor who understands both the client’s situation and how Swiss banks typically assess applications.

If your matter also involves corporate structuring, tax coordination or fiduciary administration, BERFRID can connect those workstreams so banking is not handled in isolation.