Swiss Private Banking at its heart is banking by referral. The right doors open in response to the right introduction. As the last remaining traditional firm of specialist “Apporteurs D’Affairs” we are unequalled in assisting our clients become members of what has been called “the most exclusive club in the world.” We only agree to act for a client when we are sure we can arrange for them the finest Private Banking facilities available. This knowledge comes from our years of experience and from our personal contacts in nearly all of the Private Banks in Switzerland. It comes too from our knowledge of the profiles acceptable to the different Bankers and from our understanding of what different Bankers require. We only deal with those Banks in Switzerland who meet our stringent criteria - not all banks are the same, even in Switzerland! From our experience and knowledge of the market we are able to approach a number of Private Bankers on behalf of our clients, depending on the client’s profile. We give a very personal level of service. Depending on location where possible we liaise with clients in person. No confidential information is exchanged until our clients are comfortable to do so and all our dealings are handled with maximum discretion and security.

Our process:

• Preliminary free assessment of needs.
• (After agreement to proceed) Detailed client profiling and assessment.
• Anonymous submission to various Private Bankers.
• Negotiation with Bankers to produce Banking proposals.
• Discussion and advice on proposals received and selection.
• Agreement and implementation of necessary Legal structures.
• (Where required) “Distance Communications »” facility.
• (Where required) “Three Year Report” service.