The client is a wealthy business owner who manages her wealth through a family office. Located in Asia, with businesses spread across Europe, reliability and long-term partnership are essential for this client.
Although she is frustrated with current banking partners due to relationship management turnover, she is trying to consolidate payments through this channel to retain prestigious banking brands for tradition and risk management.
Cautious but open-minded about dealing with non-bank payment providers if they have a good reputation among people in their networks and can provide a high-quality service.
Lack of efficient access to payments advice and solutions.
Limited access to knowledge and expertise in international markets to make FX decisions.
High margins and hidden fees.
Virtual IBAN multi-currency account in the client’s name for making first or third-party transactions to settle vendor or lawyer trust accounts.
One transparent fee is charged to the client, and settlements are executed within T+1 days.
Personalised and accessible service with global coverage.
Long-term trusted relationships with an account manager who will assist from start to finish on each transaction.
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