The right banking relationships, opened the right way

Opening a corporate or personal account in a new country is rarely a matter of filling in a form. Institutions ask detailed questions about the business, its owners, the source of funds and the purpose of the relationship, and they expect the answers to be documented. We help you prepare for that conversation and introduce you to institutions that fit your profile in the United States, Switzerland and Singapore.

The services we offer

Corporate banking introductions

For companies establishing operations in a new market we identify institutions whose business model fits your industry, transaction volume and countries of operation, introduce you, and support the onboarding process from first contact to an open account.

Private banking introductions

For company owners and their families we introduce established, regulated private banks and support the onboarding conversation. Investment decisions and advice are entirely between you and the institution; we take no part in them.

Cross-border financial operations

A company with teams and customers in several countries needs accounts and payment routes that work together. We help you plan the set-up: which entity banks where, in which currencies, and how the accounts support day-to-day operations.

Onboarding and documentation

Compliance onboarding is where most applications stall. We help you assemble the corporate profile, ownership documentation, business description and supporting evidence an institution expects, presented clearly and consistently, so that the review can proceed without repeated requests.

Institution matching

Before approaching any institution we review your operational plan and structure, so that you are introduced to the institutions most likely to say yes, rather than applying everywhere and hoping.