Private Banking Introductions
Personal introductions to top private banks in Singapore, Hong Kong, Monaco, Switzerland and London.
Private banking isn't a menu of products — it's a relationship. We introduce wealthy clients to top private banks in Singapore, Hong Kong, Monaco, Geneva, Zurich and London whose current appetite fits how much you have to invest, where you live, where your wealth came from and what you have to report.
Every bank fee and every fee of ours is set out in writing before any introduction. We shortlist banks on what they're currently accepting, your profile, how you want your assets held and which country suits you.
Private banks change who they'll take on every few months, so we track what each is accepting by country, minimum amount, source of wealth and residence. We only introduce you once the bank has confirmed in advance that your profile fits.
What we do for you
- Personal accounts for wealthy individuals
- Business accounts for holding companies
- Matched to your wealth and where you live
Who usually uses this
- Wealthy individuals with $2m+ in cash and investments wanting a main banking relationship
- Founders after a sale, spreading where their wealth is held across two or more countries
- Families moving country and changing banks to match
- Trustees who need a bank to hold a trust's or foundation's assets
One team, step by step, from the first call to handing it over.
Your assets, where your wealth came from, where you live, your family and reporting, matched against what banks are currently accepting.
Identity file, proof of where your money came from and structure diagrams, prepared in the bank's format.
A named relationship manager, briefed in advance, on a booked call.
Signatories, online banking, cards, and a discussion of how your money will be managed.
What you receive.
Every engagement closes with a specialist-reviewed handover pack — retained on file for thirty years.
- Shortlist of banks, with reasons
- Full identity and source-of-wealth pack
- Personal introduction to a named private banker
- Setup help once the account is open
The countries we most often use for this service.
Questions we hear on every intake call.
- What's the minimum for a private bank account?
- Top Swiss and Singapore private banks usually want $2m–$5m to invest with them. Some desks for the very wealthy in Geneva and Zurich want $10m+. We match the minimum to your actual position.
- Can a US citizen hold a Swiss account?
- Yes, but only at a small number of banks with a US-compliant desk. It takes longer and costs more. We only introduce US clients to banks that are actively taking them on.
- How are private-banking introductions priced?
- Our fees, the bank's fees and any other outside costs are set out in writing before the introduction goes ahead.
Start with a twenty-minute call. Come away with a written plan and price.
Every engagement begins with our advisory team and is assigned to the relevant specialists. Fees are quoted in writing before any work begins. No hourly billing.
More on banking & related work
Every engagement begins with a twenty-minute advisory call. The fee is in writing before any work begins. No hourly billing.