Swiss High Net Worth Individual
Case Study
Swiss High-Net-Worth
Individual
A wealthy individual based in Switzerland was struggling to efficiently manage his complex wealth structure across multiple jurisdictions. His assets included a Liechtenstein trust, a newly established BVI holding company, and valuable movable assets including a private jet. He was looking to consolidate his banking relationships under one roof, as managing multiple banks and relationship managers had become unnecessarily complicated.
The Challenge
Managing multiple banking relationships across different jurisdictions was creating operational inefficiencies and administrative burden. Each entity required separate relationship managers, different online banking platforms, and complex processes for moving money between accounts. Traditional banks were also hesitant to provide comprehensive services for his BVI holding company, especially regarding the management of movable assets.
The
Solution
Integrated Wealth Platform Unified management of trust, holding company, and movable assets under single platform with dedicated Swiss-trained relationship manager.
Specialized Banking Services
Established efficient BVI entity banking through Banque Patronus with rapid account setup and specialized asset management.
Unified Account Management
Streamlined multi-jurisdictional structure through unified banking platform, enabling seamless transactions and comprehensive oversight.
