Business does not stop at borders.
Financial Solutions for Complex Business.
Capital moves between markets. Transactions involve multiple counterparties. Liquidity requirements change. Investments must be managed. International trade requires confidence between parties that may never meet.
FOR ENTREPRENEURS
Where Corporate and Private Wealth Meet.
For entrepreneurs, business and personal financial interests frequently intersect.
The company may represent both an operating enterprise and the largest component of the founder’s personal wealth.
Significant events—such as an acquisition, sale, dividend, refinancing or succession—can therefore affect both sides of the financial relationship.
Our broader capabilities allow us to consider corporate requirements alongside the private financial interests of the individuals behind the enterprise.
A RELATIONSHIP-LED APPROACH
Understand the Business Before Structuring the Solution. Every company is different.
Its ownership, operations, markets, counterparties, capital structure and financial objectives create a distinct set of requirements. We therefore begin by understanding the commercial purpose behind the relationship.
What does the business need to accomplish? How does capital move through the organisation? Where are its counterparties located? What financial risks does it encounter? What transactions must be supported?
Only after understanding the wider picture do we consider the appropriate financial solution.
Understand. Structure. Execute. Review.
OUR CORPORATE CAPABILITIES
Expertise Across the Financial Requirements of Business.
Our corporate and institutional capabilities encompass selected areas of investment management, business banking, transaction administration, structured investments and international trade.
Each mandate is considered individually according to the nature of the business and the underlying financial requirement.
ASSET MANAGEMENT
Liquidity, preservation, accessibility and risk may be as important as return.
We work with companies and institutional clients to consider how available capital may be managed according to clearly defined objectives.
BUSINESS ACCOUNTS
Companies require financial infrastructure capable of supporting day-to-day operations while adapting to more complex requirements as the organisation develops.
Our approach to business relationships is personal and considered.
ESCROW SERVICES
Significant transactions often require an independent party capable of holding and administering funds according to clearly established conditions.
Escrow can provide that confidence.
STRUCTURED INVESTMENTS
Corporate and institutional investors may encounter financial objectives that cannot always be addressed through conventional investments alone.
Structured investments can provide tailored exposure according to defined market & etc.
TRADE FINANCE
Depending upon the transaction and available capabilities, this may involve documentary trade structures, guarantees, import or export requirements, commodity transactions and other forms of structured trade support.
TRANSACTIONAL DISCIPLINE
The Transaction Must Make Commercial Sense.
Financial structuring should never obscure the underlying economics of a transaction. Before considering sophisticated financing or transactional arrangements, we seek to understand the commercial purpose.
This disciplined approach allows us to distinguish between transactions that are merely complex and those that are commercially sound.
OUR CORPORATE PRINCIPLES
Commercial Purpose
Understand why the financial solution is required.
Discipline
Evaluate structure, counterparties and risk before execution.
Independence
Consider each opportunity on its individual merits.
Efficiency
Avoid unnecessary complexity where a simpler solution is appropriate.
Confidentiality
Protect legitimate commercial information and client relationships.
Partnership
Build relationships capable of extending beyond a single transaction.
SELECTIVE ENGAGEMENT
We Do Not Approach Corporate Relationships as a Volume Business.
Not every transaction is appropriate for every institution.
Before accepting a new corporate mandate or financial relationship, we seek to understand the business, the underlying requirement and the parties involved.
Prospective corporate clients may therefore be asked to provide preliminary information sufficient for our team to assess the nature of the proposed relationship.
Where there is an appropriate fit, discussions can proceed privately with the relevant specialists.
INTERNATIONAL BUSINESS
A Global Perspective From Switzerland.
Companies increasingly operate beyond the jurisdiction in which they were established. Suppliers may be located in one country. Customers in another. Investors somewhere else entirely.
Capital may move across currencies, banking systems and regulatory environments. Our international perspective allows us to consider these financial requirements within the wider commercial context of the business.
Where specialist legal, tax or jurisdiction-specific advice is required, we believe in coordinating with appropriately qualified professional advisers.
FOR ENTREPRENEURS
Where Corporate and Private Wealth Meet.
For entrepreneurs, business and personal financial interests frequently intersect. The company may represent both an operating enterprise and the largest component of the founder’s personal wealth.
Significant events—such as an acquisition, sale, dividend, refinancing or succession—can therefore affect both sides of the financial relationship.
Our broader capabilities allow us to consider corporate requirements alongside the private financial interests of the individuals behind the enterprise.