We work to the highest standards - Integrity is a fundamental tenet of a sustainable business

Network

Having a good network is crucial. Nothing can match the trust that has grown through many years of personal contact. At the same time, most good opportunities originate from the network as well. After many years of working, Carlyon Services partners connect with an extensive network that allows them to solve problems in the service of its clients, while at the same time providing access to new opportunities.

Competence

Carlyon Services partners have serviced UHNWI-Clients for many years in leading positions at the industry’s top brands. Carlyon Services partners holistically understand clients’ needs and how to structure financial project for optimal benefit. But competence also means knowing what you can’t do. Wherever it is necessary to solve specific sub-problems outside of our own competence, Carlyon falls back on years of established cooperation with corresponding specialists in the field. Carlyon AG was founded in 2017 with a focus on capital market research which evolved into Carlyon Services GmbH with a wider array of competences.

Integrity

In general integrity is a highly valued character-trait. However, in banking Integegrity is an indispensable part of professionalism. Carlyon Services is supervised & audited by Verein zur Qualitätssicherung von Finanzdienstleistungen (VQF), the largest official Self-Regulation Organisation (SRO) in accordance with the Money Laundering Act. VQF is also recognized by FINMA as a professional organization for the supervision of the financial intermediaries. www.vqf.ch

Passion

Carlyon Services was born out of the passion to offer our customers the best possible service. Since the necessary room for manoeuvre within a bank is no longer given today, we have freed ourselves from the comfort zone of a permanent and well-paid employment in order to put again our passion in the foreground at Carlyon Services: provide the best possible service to our clients.