Get to know
Tradition SA
Switzerland is the birthplace and the “historic heart” of Compagnie Financière Tradition (CFT), founded in 1959 in Lausanne and quoted on the Swiss stock market. The group rapidly expanded all over the world, opening offices throughout Europe, America, and Asia. TRADITION SA, the Swiss branch of the group, is a major player in the Swiss capital market. Since 1995, our desk is providing brokerage tailor-made solutions and services to institutional and corporate clients. Our products include Money Market, Private Placements, Loans, OTC Derivatives, Bonds and Mortgages.
Institutional Services
Advisory & Lead Management
Due to our extensive experience in capital markets, OTC derivatives and our company’s global network, we are able to cover a very diversified and high-quality customer base, including swiss corporates, public institutions, local authorities, pension funds, insurances, social housing as well as major and local banks.
Our Clients
- Local authorities
- Public institutions
- Swiss corporates
- Pension funds
- Insurance companies
- Banks
- Real estate funds and companies
- Social Housing
What we offer
Our Business
We are specialized in advisory and lead management of financing and investment operations for institutional clients. We are acting as an intermediary, and are close to the latest developments of the financial markets through our dense network and highly sophisticated infrastructure. We also offer relevant market analysis, research and forecast.
- Personal and discrete relationship with our clients
- Assessment of clients financing and investment demands
- Valuation of financial risk exposures
- Definition of financing or investment alternatives
- Optimization of client results
- Global brokerage services
- Centralization of counterparties
Contact our
Institutional Service Desk
- +41 (0) 21 319 99 06
Backoffice
- +41 (0) 21 343 52 41
Reception
- +41 (0) 21 343 52 52
-
Tradition SA
Langallerie 11
1003 Lausanne - institutional@tradition.ch
Tradition SA
Brokerage Services
TRADITION SA is active in capital markets (Public Issues, Private Placements, Project Financings, Structured Credits) and money markets (Short and Mid Term Deposits), as well as arbitrage operations.
Via our institutional desk, we are providing trading strategies, liquidity and execution services in both primary and secondary global fixed-income markets. The group actively participates in Switzerland, Europe, US and emerging markets.
TRADITION SA, in line with the strategy of the group and with the technical expertise of its worldwide network, is a major intermediary of all types of OTC interest-rate derivatives products since their creation. The main instruments we deal with are Forward Rate Agreement (FRA), Interest Rate Swaps (IRS) or Currency Swaps (CRS), Options on Interest Rate Swaps, Caps and Floors and Basis Swaps.
We are also active in the Credit Derivatives market: We participate CDS (=Credit Default Swap) market.
Our Products
Bilateral debt recognition (Schuldschein)
represent a very popular investment instrument in Switzerland because of its simplicity, confidentiality and flexibility
Private Placements
in form of bonds combines the advantages of a Schuldschein and the simplicity of bond settlements
Dynamic short term Deposit Market
with simplified formalities and diversified investment opportunities
Mortgages
Duration from 12 months to 30 years. Professional borrowers: real estate funds, real estate companies, housing and construction cooperatives, old-age home, hospitals, public utility companies, corporates
Real Estate Investments
Large choice of opportunities all over Switzerland, diversified residential, commercial or mixed properties, existing objects or new developments.
Derivatives products:
Interest Rate Swaps, Cross-Currency Swaps, Basis Swaps
Secondary bond market
mainly in CHF, with regular opportunities in EUR and USD
Tradition's
Business Principles
This page affirms the general business principles that govern how the Compagnie Financière Tradition group and each of its subsidiaries conduct its affairs.
These principles are determined in accordance with the underlying corporate values of our group, apply to all transactions and describe behaviour expected of every employee in the conduct of its business. All our staff is made of professionals who put clients’ needs first. We value servicing our customers efficiently with an innovative mind and responsiveness. Business is governed by sound practices, integrity and trust. Profitability is consequential of viable strategies and sound management and together with capital, are keys to growth.
Customer Focus
Satisfaction of our clients always comes first. We constantly strive to understand our customers’ opportunities and needs. We aim to provide them with the best market liquidity, the most adequate product range and the highest level of expertise to help them reach their objectives. We also hold a long term orientation toward close and lasting client relationships through international network and local presence.
Innovation
We always encourage initiatives, creativity and flexibility. We pride ourselves if we pioneer practices or techniques which become standard within our group or in the industry. Changes keep us on the leading hedge of the financial services and technological modernization.
Excellence
We restlessly focus on the quality of our service and take great pride of our professionalism. Because financial markets are complex and dynamic, we expect of every employee to understand the business and his or her contribution to it as a service business, it is vital for us to identify, recruit and train the very best and dedicated person for each position.
Ethics
Our most valuable assets are people and reputation. We expect employees to maintain high ethical standards in everything they do. Integrity, honesty, impartiality and confidentiality are at the heart of our business. As an organization, we are dedicated to complying fully with the letter and spirit of the laws and rules that govern us. Our continued success depends upon the adherence to these standards.
Financial Structure
We aim to durably be a full service, leading and profitable international financial institution. We pursue disciplined long-term growth and reward our stakeholders by producing strong financial performance. First class financial structure, both in terms of profits and capital base, remains critical to our development and our future. It is the responsibility of our management to ensure that all employees are aware of these principles and behave in accordance with them. Our business is very competitive and we aggressively seek to expand our customer relationships. However, we are always fair competitors and must never denigrate our competition.
A world leader in
Professional Brokerage Activities
Today, Compagnie Financière Tradition is one of the world’s “Top Three” brokers of financial and non-financial products on OTC markets and N° 1 in continental Europe.
Tradition SA is a member of the Compagnie Financiere Tradition Group
About Tradition SA
With operating companies in 21 countries around the world, Compagnie Financière Tradition acts as an intermediate for a complete range of products across the whole spectrum of financial and non-financial products. The Group’s client base is primarily comprised of banks and financial institutions around the globe.
The Broker's role
in Financial markets
The broker is a completely independent player in over-the-counter (OTC) financial and non financial markets. Its role primarily consists of providing a point of contact for institutional clients seeking to buy or sell financial or non financial products. Regulatory restraints require the broker to act as a pure intermediary, taking no positions or dealing risks in the financial markets. Working at the very heart of the markets, the broker is in continual contact with leading players in the major financial centers (banks, insurance companies, large private companies, etc.), enabling it a unique, comprehensive knowledge of financial markets. Its chief functions are therefore:
- To ensure market liquidity and respond rapidly to its clients' needs
- To respect the confidential nature of its clients' transactions
Our expertise entails:
- Perfect knowledge of financial markets
- A good understanding of its clients' needs and objectives
- Providing superior quality, high value added service.
- Quick execution at the best market price
What we offer
Our Products
Compagnie Financière Tradition is working in all financial markets, offering clients a sophisticated choice of products including:
- Private Placements
- Currency options
- Emerging markets dept
- Precious and other metals
- Equity derivatives
- Interest Rate Derivatives
- Deposits
- Credit derivatives
- Environmental products
- REPOs
- Structured Products
- Currency swaps and FRAs
- Energy
- Weather derivatives
- Future contracts
- Foreign exchange markets
- Interest rate swaps
- Pulp and Paper
- Equities
Globally active
Our Offices
Europe
London
Paris
Frankfurt
Lausanne
Milan
Luxembourg
Stockholm
Moscow
North & South America
Los Angeles
Houston
New Jersey
Stamford
Buenos Aires
Toronto
Santiago
North & South America
Hong Kong
Singapore
Dubai
Tokyo
Beijing
Africa & Australia
Johannesburg
Sydney
Global Alliances
In 2010, The Finarbit SA shareholders approved the new shareholding by Compagnie Financière Tradition in Lausanne which acquired 100% of the company during the year 2014: www.finarbit.ch.
Tradition SA and Finarbit SA combine their expertise in the Lausanne and Küsnacht (zh) offices in order to create synergies to serve institutional clients with a deep knowledge and expertise in the field of Money Market and Risk hedging strategies for public authorities and other public or semi state owned corporations.
