Private Banking
Services & Capabilities

Our services are designed to support complex financial lives, delivering discretion, structure, and long-term strategic oversight.

Core Private Banking Services

  • Dedicated relationship manager (RM)
  • Multi-currency accounts
  • Current, savings, and time deposit accounts
  • Preferential interest rates
  • Global account access and consolidated reporting
  • Discreet, confidential banking services

Investment & Portfolio Services

  • Discretionary portfolio management (DPM)
  • Advisory portfolio management
  • Execution-only investment services
  • Asset allocation and rebalancing
  • Access to global equity and bond markets
  • Structured products and notes
  • Mutual funds and ETFs
  • Alternative investments (private equity, hedge funds, real assets)

Wealth Management & Advisory

  • Holistic wealth planning
  • Financial goal structuring (legacy, growth, preservation)
  • Risk profiling and investment suitability analysis
  • Intergenerational wealth planning
  • Succession planning
  • Philanthropy advisory

Credit & Lending Solutions

  • Lombard loans (portfolio-backed lending)
  • Margin lending
  • Real estate financing
  • Aircraft, yacht, and luxury asset financing
  • Bridge financing
  • Customized credit facilities

Trust, Estate & Fiduciary Services

  • Trust formation and administration
  • Estate planning
  • Foundations and private interest foundations (PIFs)
  • Family trust structures
  • Asset protection structures
  • Executor and trustee services
  • Services commonly structured in Switzerland, Cayman Islands, Singapore, Luxembourg, and Caribbean jurisdictions

Business & Entrepreneur Services

  • Corporate structuring advice
  • Holding company setup
  • Business succession planning
  • Pre-IPO and liquidity event planning
  • Cash management for operating companies
  • M&A advisory (via affiliated investment banking partners)

Global & Offshore Banking Services

  • Offshore account opening
  • International tax-efficient structuring (legal and compliant)
  • Multi-jurisdiction reporting
  • Cross-border wealth consolidation
  • Access to global custody services

Family Office Services

  • Consolidated reporting across banks and asset classes
  • Governance structures and frameworks
  • Family constitutions
  • Investment policy statements (IPS)
  • Education of next-generation heirs
  • Coordination of legal, tax, and investment advisors

Lifestyle & Concierge Services

  • Luxury asset sourcing
  • Art advisory and art financing
  • Yacht and private aviation coordination
  • Immigration and residency planning (via partners)
  • Philanthropic project management

Digital & Security Infrastructure

  • Secure digital banking platforms
  • Hardware security tokens
  • Encrypted communications
  • Dedicated private client service lines
  • Customized reporting dashboards

Engage Our Advisory Team

Services are delivered subject to suitability, jurisdictional regulations, and a formal advisory mandate.

Request Consultation Contact Advisory Team