Services / Private Banking
Private Banking
Beyond the portfolio there is the rest of the financial life: where assets are held, how accounts are opened and structured, and who speaks to whom. I act as a single, discreet point of contact across it.
How I work
Discretion is the starting point, not a selling line. Conversations stay between us, documentation is kept to what is genuinely required, and nothing is shared with third parties without your explicit instruction.
I work with your existing advisers rather than around them. Lawyers, tax counsel and fiduciaries usually already know your situation; my role is to make the banking and investment side fit their work, translate between them, and make sure decisions are not taken in isolation.
Onboarding in Switzerland is a process with real requirements — source of wealth, residence, tax status and reporting obligations. I prepare it properly the first time so it moves quickly, and I tell you in advance what will be asked and why.
The relationship is built to last through the boring years. Most of the value shows up in continuity: the same person answering the phone, remembering the history of the family, and noticing when something in the setup no longer matches reality.
Custody and account setup
Opening and structuring accounts with the custodian bank, including multi-currency arrangements, joint and corporate accounts, and the practical mechanics of transfers, payments and securities delivery from an existing institution.
Cross-border and reporting
Clarity on residence, automatic exchange of information and the reporting your home jurisdiction expects — coordinated with your tax adviser, so the Swiss side of the picture is documented and defensible.
Structuring and succession
Coordination on holding structures, company or trust-held accounts, mandates for incapacity, and the practical steps that make succession simple for the next generation, working alongside your legal counsel.
Single point of contact
One person to call for everything from a payment instruction to a strategic question, with the bank's specialists brought in when their expertise genuinely adds something.
Who it suits
- Expatriates and non-residents establishing a banking relationship in Switzerland for the first time.
- Families with assets, residences or businesses across more than one jurisdiction.
- Clients who already have trusted lawyers and fiduciaries and want the banking side coordinated with them.
Discuss a mandate