A Transparent & Compliant Process
Our streamlined onboarding is designed for clarity and efficiency, ensuring full compliance with the highest international standards. testing…
Note: Private banking relationships typically require minimum investable assets of $1 million to $5 million USD or equivalent.
1
Initial Contact
A confidential discussion to understand your unique financial situation, goals, and expectations.
1
Due Diligence (KYC/AML)
We conduct rigorous Know Your Customer & Anti-Money Laundering checks as mandated by law.
1
Source of Wealth
You must provide clear, documented evidence of the legitimate origin of your funds to be invested.
1
Account Opening
Upon successful verification, your account is opened, funded, and your bespoke wealth strategy begins.