A rigorous, independent process.

Know exactly where you stand.

We define your objectives and risk profile, then audit your current banking relationships — identifying what is aligned, what is costly, and what should be challenged.

• Investment goals, risk profile and time horizon
• Current banks, mandates and asset allocation
• Performance vs objectives and benchmarks
• Full fee review: management, custody and retrocessions

Choose on merit, not relationships.

For each mandate, we run a dedicated tender across eligible wealth managers, compare proposals side by side, and negotiate fees and terms on your behalf.

• One RFP per mandate across eligible private banks
• Side-by-side comparison of fees, service and reporting
• Final selection made together with you
• Transition support and implementation coordination

Keep the mandate accountable.

After onboarding, we monitor whether each mandate stays aligned with your objectives — and act when standards slip.

• Performance and risk reviewed against agreed objectives
• Verification of fees, costs and negotiated terms
• Consolidated online reporting across all providers
• Trigger-based re-tendering when standards slip