Your needs come first.
Seven possible pathways.

Asset management or private banking?

If your question is primarily about how your investments are managed and monitored, start with Asset management. If you are looking for a banking relationship, banking services or a contact for several needs, see Private banking. The two can complement each other: responsibilities depend on each professional's contract.

Financing or real estate?

To buy or sell a property, start with Buying & selling property. To seek a loan for an asset or project, choose Project & asset financing. A private bank may also provide financing: this pathway describes your need, not an exclusive provider.

A question about structured products?

The pathway Structured products is for wealth professionals seeking an introduction to a specialist. The authorised professional confirms the scope of the relationship and possible services.

Does your situation involve several countries?

The pathway International clients complements these seven areas. It helps clarify the countries involved and the constraints to check, particularly for U.S. Persons and expatriates. It does not guarantee access to an institution.