Private Banking Introductions
Warm introductions to tier-one private banks in Singapore, HK, Monaco, Switzerland, London.
Private banking is not a product menu — it is a relationship. PWS Offshore introduces HNW clients to tier-one private banks in Singapore, Hong Kong, Monaco, Geneva, Zurich and London whose current appetite matches the client's AUM, residency, source of wealth and reporting profile.
Every bank fee and every PWS Offshore fee is quoted in writing before any introduction. Banks are shortlisted against current appetite, client profile, custody requirements and jurisdictional fit.
Because private banks change their onboarding criteria quarterly, we track live appetite by jurisdiction, minimum AUM, source of wealth and residency status. A client is only introduced to a bank once the desk has pre-confirmed the profile fits.
Scope of engagement
- Personal accounts for HNW
- Corporate accounts for holdings
- Pre-vetted by AUM and residency
Typical clients
- HNW individuals with $2m+ in liquid assets seeking a primary banking relationship
- Post-exit founders diversifying custody across two or more jurisdictions
- Families relocating residency and re-banking accordingly
- Trustees requiring a bankable custody solution for a trust or foundation
A coordinated specialist team, from first call to handover.
AUM, source of wealth, residency, family and reporting profile mapped against live desk appetites.
CDD file, source-of-funds evidence and structure diagrams prepared to bank format.
Named relationship manager pre-briefed, scheduled call arranged.
Signatory setup, e-banking, card issuance and mandate discussion.
What you receive.
Every engagement closes with a specialist-reviewed handover pack — retained on file for thirty years.
- Bank shortlist and rationale
- Full CDD and source-of-wealth pack
- Warm introduction to a named private banker
- Post-opening operational setup
Jurisdictions in active use for this service.
Questions we hear on every intake call.
- What is the minimum for a private banking account?
- Tier-one Swiss and Singaporean private banks typically require $2m–$5m in bookable assets. Some ultra-HNW desks in Geneva and Zurich require $10m+. We map the minimum to the client's actual position.
- Can I hold a Swiss account as a US person?
- Yes, but with only a small subset of banks that maintain a US-compliant desk. The onboarding is longer and the fees are higher. We only introduce US-person clients to banks that are actively booking.
- How are private-banking introductions priced?
- PWS Offshore fees, bank fees and relevant third-party costs are disclosed in writing before the introduction proceeds.
Start with a twenty-minute call. Leave with a written scope.
Every engagement begins with our advisory team and is assigned to the relevant specialists. Fixed fees are quoted in writing before any work begins.
More on banking & related work
Every engagement begins with a twenty-minute advisory call. Fixed fees, in writing, before any work begins.