Generations of Financial Excellence

Where tradition meets innovative wealth management

Our Legacy
Combining centuries and spanning generations of business acumen and financial experience. We are a group of powerful industry experts, completely dedicated to providing unparalleled premier wealth management consultancy services, as well as banking and financial services support, to ultra high net worth individuals with a verifiable liquid investable net worth of at least USD 1 billion or the equivalent. Our commitment to excellence and personalised service has stood the test of time, making us a trusted international partner in wealth management for some of the world's wealthiest dynasties.
Unparalleled Wealth Management
Expertise carried through generations

Services

Private Banking

Concierge-level banking support consultancy services that provide the highest degree of personal and financial care.

Exclusive Investment Opportunities

Support in accessing the most exclusive and forward-thinking investment options, that are available only to ultra-high-net-worth individuals with a verified liquid personal investible net worth of at least USD 1 billon or the equivalent thereof.

Tailored Wealth Planning

Providing you with the most competent and trusted partners, that will customise your financial strategies in order to secure and grow your assets over many generations, designed specifically to meet your unique needs.

Wealth Management

Helping you find the most effective partners for comprehensive wealth management services. Designed to preserve and grow your assets. Tailored to your unique financial goals and aspirations. Our experienced advisors know exactly who to involve, in order to provide you with personalised solutions that meet all the needs of ultra high net worth individuals, with a verified personal net worth of at least USD 1 billion or the equivalent thereof.

Trust and Estate Planning

Help in securing specialised trust and estate planning services to secure and transfer wealth across multiple generations. Our team works closely with clients and their families, analysing their exacts needs and devising winning strategies with the world's leading financial institutions, wealth managers, bankers, lawyers and trustees. Together, we develop personalised wealth succession strategies, ensuring the preservation and protection of assets across multiple generations and entire centuries.

External Private Banking Solutions

Exclusively tailored private banking solutions offering discreet, personalized services to meet the unique needs of ultra high net worth individuals. Our experienced advisors provide a comprehensive suite of potential banks and financial institutions worldwide that will ensure your absolute satisfaction.

Legacy Preservation

Dedicated legacy preservation services to help safeguard and perpetuate your family's wealth and values for future generations. Our network of internal and external experts offer comprehensive, personalised strategies to establish and maintain a lasting financial legacy for ultra high net worth individuals.

Secured, Guarded Vaults

In today's volatile financial and geopolitical environment, only out-of-the-box solutions provide clients with absolute security. Swiss Private Trust insures its clients exclusive access to unparalleled networks of securitised and heavily guarded vaults. Located deep in the Swiss Alps and away from prying eyes, these exclusive services allow individuals and families to safeguard their physical and digital treasures, as well as family heirlooms, completely separate from any and all potential financial, institutional and geopolitical risk. Including in the unlikely event of a war or even a nuclear attack, your assets shall remain 100% safe.

Contact


  • The Caves, West Bay Street, Nassau, The Bahamas
  • Swiss Private Trust
  •  Mon-Fri - 09:00-18:00