Switzerland Private Banking Introduction

Switzerland is one of the world's best-known private-banking centres, serving wealthy individuals, families, entrepreneurs and international investors with substantial assets.

Coutts Consultants can introduce eligible clients to suitable third-party private banks where a current provider route is available. We do not provide investment advice or manage the client's money.

Who private banking is for

Private banking is generally intended for clients with substantial investable assets and more complex or international banking needs than a normal personal account.

Swiss private banks set their own minimum relationship sizes, accepted client countries and service criteria. We check the current requirements of the proposed institution before making an introduction.

More than a current account

A private banking relationship can include a dedicated relationship manager and access to banking, foreign exchange, lending and investment services offered by the bank.

The exact services depend on the institution. Any investment or lending advice is provided by the appropriately authorised bank or adviser, not Coutts Consultants through this introduction service.

Preparing for onboarding

Private banks normally want to understand identity, tax residence, source of wealth, source of funds and the background to the assets being introduced.

Entrepreneurs and business owners may also need to explain company ownership, a business sale, dividends or other sources of wealth. We help organise this information clearly.

How Coutts Consultants can help

We discuss the type of private banking relationship sought, review the client's broad profile and make an introduction where a suitable provider route is available.

The private bank makes the final acceptance decision and is solely responsible for any banking, lending, investment or wealth-management services it later provides.