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Your route starts with one step.

The free assessment shows where you stand — everything else follows from what it shows.

Introduce your desk.

We work daily with custodians, bank desks and portfolio units of Swiss and Liechtenstein banks — our clients’ needs regularly become new mandates for the right institutions.

And not only private banking: the family offices and private clients we serve are often interested in offshore accounts complementary to their Swiss relationship, and ask for our help in other jurisdictions. We welcome desks from the US, the UAE, Singapore, Guernsey, Panama, Georgia, the Isle of Man and Malta — alongside the private banks of Switzerland and Liechtenstein.

Tell us who you are.

We match client mandates to external asset managers and EAM desks — by licence, jurisdiction, custody network and specialisation. Describe your practice once; when a mandate fits, we call you.

Your referral carries your reputation.

Lawyers, tax advisors, relocation agencies, CBI firms: your clients regularly need a Swiss address for their banking questions — and where you send them reflects on you. With us they enter a supervised fiduciary framework, verifiable in the official SRO register: engagements documented, our role limited to the referred mandate, and your client remains yours. You get one contact, fast answers, and a professional file back — not silence.