Private banking

Wealth, on your terms.

A dedicated relationship manager, an investment desk that knows your portfolio, and lending built around your balance sheet. For clients with USD 1 million or more in investable assets.

Private wealth
Premium
USD 4,820,310
Across 3 portfolios · 5 currencies
Services

Wealth, looked after end-to-end.

Investment advisory, lending, structured solutions, and concierge — coordinated by one relationship manager.

Portfolio management

Discretionary and advisory portfolios across equities, fixed income, alternatives, and FX.

Wealth planning

Cross-border structuring, succession planning, and tax-aware investing for global families.

Lombard lending

Borrow against your portfolio without selling — from USD 250K to USD 50M, in five currencies.

Mortgages

Bespoke residential lending for principal homes, second homes, and investment properties.

Estate planning

Trust services, charitable giving structures, and inter-generational wealth transfer.

Concierge

Travel, healthcare, and lifestyle support — through partners in every market we cover.

Eligibility

Who we serve.

USD 1M
investable assets
USD 250K
deposits with us
USD 50K
annual relationship fee
Standard Corporate Private Banking is offered to clients with at least USD 1M in liquid investable assets, or who maintain a banking relationship of USD 250K and above. Onboarding takes 5–10 working days and includes a tax residency review, source-of-funds verification, and a dedicated relationship manager assignment.
Your relationship manager

One person. Your whole financial life.

A single point of contact — for everything from a property purchase to a wire transfer. Coordinating the investment desk, the lending team, and specialist partners on your behalf.

Average 12 years of private-banking experience
Speaks English plus at least one second language
Available by phone, email, secure message, or in person
On-call cover from a regional team across timezones
IM
Ines Moreau
Senior Private Banker · Geneva
FR · EN · DE15 years
Portfolio summary
USD 4,820,310
Equity
52%
Bonds
28%
Alts
20%

Speak with a private banker.

A 30-minute introductory call, in any of our markets. No commitment.