IM Wealth Select®

Our approach

Our mandate

For whom

Perspectives

One independent advisor.

For your entire wealth.

Request

Authority

From your private bank to every partner in your wealth — a new tender for every mandate.

The entire market, screened for you.

80+ banks and 1,000+ managers, one structured selection.

Paid by you, to lower your fees.

Every fee and retrocession surfaced and negotiated; our fee often offset by year-one savings.

Performance you can compare.

Each mandate benchmarked against your profile — evidence, not PDFs.

Service tested before you commit.

Every team and service level referenced for you.

Onboarding in weeks, not months.

KYC and proof-of-funds prepared, even for complex profiles.

One advisor, lasting control.

Ongoing oversight of fees, performance and every account.

Diagnostic & Audit.

Analysis of your investor profile and complete audit of your current partner—fees, performance, service.

Tender & Selection.

Anonymous competitive tender across Swiss banks and managers, then joint selection of the best institution.

Supervision.

Continuous management control always in your sole interest, with re-evaluation if needed.

Our 12-month mandate

What’s always included: audit of current partners, diagnostics & profiling, competitive tender, entry coordination, continuous supervision.

Extension: investment solutions (quoted and unquoted, mono-assets), selection of other wealth partners (lawyers, tax advisors, fiduciaries, etc.). Renewal at year 12, renewable at reduced rate.

Request a confidential consultation

Start your mandate

Request

First-time private banking

Which bank? How to choose? Onboarding nightmare (compliance, proof of funds).

Already banking

Spread across banks, hidden fees, advisor turnover, control issues.

Institutional selection

Transparent process, fast opening.

Consolidation & oversight

Fee renegotiation, performance supervision, one senior advisor.

Mandate Pricing

Annual, transparent fees

CHF 1M

0.50% — CHF 5,000

12 months (audit included)

Opening fee CHF 5,000 (deducted)

Minimum entry CHF 1M

Request

CHF 5M

0.40% — CHF 20,000

Renewal: 0.15% — CHF 7,500

Audit included

Extension on request

Request

CHF 10M

0.30% — CHF 30,000

Renewal: 0.10% — CHF 10,000

Audit included

Extension on request

Request

Market intelligence & annual study

Market notes and annual signature study on private bank fees — credibility anchor and PR asset.

Ready to take control of your wealth?

One independent advisor.

One independent advisor.

For your entire wealth.

For your entire wealth.

Authority

Authority

From your private bank to every partner in your wealth — a new tender for every mandate.

From your private bank to every partner in your wealth — a new tender for every mandate.

Diagnostic & Audit.

Diagnostic & Audit.

Tender & Selection.

Tender & Selection.

Supervision.

Supervision.

Our 12-month mandate

What’s always included: audit of current partners, diagnostics & profiling, competitive tender, entry coordination, continuous supervision.

Extension: investment solutions (quoted and unquoted, mono-assets), selection of other wealth partners (lawyers, tax advisors, fiduciaries, etc.). Renewal at year 12, renewable at reduced rate.

Request a confidential consultation

Request a confidential consultation

First-time private banking

Already banking

Institutional selection

Consolidation & oversight

Mandate Pricing

Mandate Pricing

Annual, transparent fees

Annual, transparent fees

Market intelligence & annual study

Market intelligence & annual study

Market notes and annual signature study on private bank fees — credibility anchor and PR asset.

Market notes and annual signature study on private bank fees — credibility anchor and PR asset.

Ready to take control of your wealth?

Ready to take control of your wealth?

Confidential inquiry

Confidential inquiry