Banking Concepts AG 
Your partner for international investment tax
and tax compliance 

Welcome at Banking Concepts AG. We are an independent management consulting company for banks and financial service providers. Our consulting activities are focusing on: 

In these areas we provide advice to well-known clients in Switzerland and abroad as the list of our clients and the overview of our use cases shows.

For German tax calculation and tax reporting (e.g.: consolidated tax certificate, consolidated earnings statement) we cover the topic of WM-data (financial instrument information by WERTPAPIER-MITTEILUNGEN, Keppler, Lehrmann GmbH & Co. KG)  with a comprehensive rule set to classify financial instruments, income data, corporate actions and investment fund data for German tax purposes. The feed with this information can be bought as a service with different update time intervals.

Beyond that we have extensive consultancy expertise on the following topics:

  • Asset management
  • MIS (Management Information Systems)
  • Test management and test execution (for core banking systems, etc.)
  • Product management