Services / Private Banking

Private Banking & Wealth Structuring

Consolidated oversight of the whole balance sheet, and the credit and liquidity architecture that sits beneath it.

What we do

  • Multi-custodian consolidated reporting
  • Lombard & structured lending coordination
  • Liquidity and cash management
  • Currency and interest rate hedging

How we work

We start from the consolidated position, not the individual account. Until every entity, custodian and holding is mapped, no allocation decision is meaningful.

We coordinate credit rather than provide it. Because we hold no balance sheet of our own to lend from, we negotiate lending terms against the client’s interest rather than our own.

Reporting is produced independently of the custodians being reported on.

Who it is for

Families and individuals holding assets across multiple banks, jurisdictions and legal entities, who have never seen a single accurate consolidated position.