Banking & finance.
The firm advises private clients, family offices, and entrepreneurs on their relationships with banks — Swiss, European, and American — and on the structured financing arrangements that complex wealth requires. Engagements typically combine private banking onboarding and account architecture, Lombard credit facilities, and the regulatory questions that arise when the client's profile or the bank's analysis place the matter in a sensitive category.
The firm does not act for banks as a primary practice. It represents the client side of the banking relationship, including in disputes where the bank's conduct or analysis is contested.
Six recurring workstreams.
Private banking onboarding and account architecture
Selection of banking partners, negotiation of the relationship, and structuring of accounts across institutions and jurisdictions — including the segregation of working balances, custody assets, and discretionary management mandates.
Lombard credit and asset-backed financing
Negotiation of Lombard credit facilities secured against managed portfolios, with attention to the eligibility criteria, the loan-to-value ratios applied, and the margin-call mechanics that govern the facility in stressed market conditions.
Acquisition financing
Coordination of bridge financing, real-estate-backed credit, and intra-group lending architecture for cross-border acquisitions, with the security perfection and ranking issues that follow.
Regulatory categorisation
Analysis and negotiation of the client's regulatory categorisation — retail, professional, qualified investor — and the consequences for product access, suitability requirements, and disclosure obligations.
Banking secrecy, exchange of information, and account closures
Advice on the firm's clients' rights and obligations under FATCA, CRS, and the bilateral exchange-of-information frameworks, and assistance where a bank initiates a relationship review or proposes account closure.
Investment vehicles and fund structuring
Structuring and ongoing advice for private investment vehicles, family-office vehicles, and feeder structures into externally managed funds — including the AIFMD and equivalent regulatory questions where the vehicle has European exposure.
A senior partner leads each engagement.
Banking matters are handled directly at partner level. The firm's working relationships with private banks across Switzerland, Luxembourg, the United Kingdom, and the United States are themselves part of the value of the engagement — they are not delegable to associates without the corresponding standing in the relationship. Where a matter requires litigation against a bank, the firm coordinates with civil litigation counsel locally admitted in the relevant jurisdiction. The firm itself does not appear before banking regulators, except as advisor preparing the client's submissions.