Strategic consultancy
We introduce corporates, funds, family offices and private clients to the banks, brokers, lenders and payment providers that suit them. Often that means more than one, and we stay involved once the accounts are open.
The account that has been declined, the bank that has served notice, the structure that takes more explaining than most. We work out which bank will take it on.
Hedging, multi currency accounts, collection and payment routes for businesses whose flows the standard product cannot handle, from providers whose pricing and credit terms suit the business.
Market access, liquidity, custody and credit lines for funds, brokers and trading firms, including the second and third relationships that are harder to open than the first.
Asset backed, acquisition, bridging and trade finance from private banks, credit funds and specialist lenders, for businesses whose assets or plans do not fit a standard lending policy.
Introductions to managers and custodians that suit the structure. The order of appointment, the reporting and the fees are clear before anything is signed.
New desks and products, staffing problems, investigations and regulatory matters, for firms that need experienced help at short notice.
Companies paying, receiving and holding money across currencies and jurisdictions, often with a structure or a flow the first bank did not want to understand. Banking that fits the business, FX providers suited to its flows and finance when the standard lender has said no.
Hedge funds, asset managers and brokers whose market access has to hold up. We introduce the brokers, liquidity providers and lenders they trade through, a second provider when the first has become a risk, and banks that understand the fund.
Families whose capital and structures sit in several countries and pass between generations. Private and specialist banking that will take the whole picture, managers who suit the family, and finance against assets most lenders will not value.
Affairs the standard private bank finds too complicated. We prepare source of wealth properly before the first conversation and find the right bank for the circumstances. We also assist with FX for property and other large purchases abroad, and introduce investment managers.
Firms launching a desk, replacing a provider or dealing with an investigation. We find the banking and liquidity they need and help them through the difficult decisions.
Lawyers, accountants and tax advisers whose client has a situation outside the usual channels. We work alongside you, and the client relationship stays yours.
Send us the outline and we will tell you plainly whether we can help.
So the only question is which institution, or which combination, suits the client and what it needs to do.
We stay in touch with you and with the institution, and we help again when your needs change.
We work with clients’ lawyers, accountants and tax advisers, and welcome referrals from them.
Enquiries are welcome from prospective clients and their advisers.
Handled in strict confidence; nothing reaches an institution until you agree. How we keep it that way.