Special Private Client Services

When the situation is not standard.

Some mandates do not start with an account application. They start with a problem — or an opportunity — inside a relationship that already exists. These are the ones we handle most.

Inheritance from Swiss accounts

An account in Switzerland, an heir abroad, and a bank that answers slowly — a story we know well. There is a correct procedure: documented claims, certified successions, the right sequence of requests. Done properly, it takes months, not years.

Frozen accounts & assets

Most frozen accounts froze because a review found the file incomplete — not because anything was wrong. The manager chose the safe refusal, and the client discovered it at the worst moment. Rebuilding the file — documents, sources, explanations in the form compliance actually accepts — is precisely the work of certified KYC professionals. What formality closed, method reopens.

Sharia-compliant structuring

Wealth structured in accordance with Sharia, coordinated with your own scholar — screening of instruments, purification where required, and mandates built with institutions that take compliance with your principles as seriously as compliance with Swiss law.

Lombard refinancing

Your current bank lends against your portfolio at its rate. That rate is not the market’s. We compare Lombard terms across institutions and negotiate — often the portfolio does not even need to move for the terms to improve.

Describe your situation