Private Banking Introductions
Warm introductions to tier-one private banks in Singapore, HK, Monaco, Switzerland, London.
Private banking is not a product menu — it is a relationship. ASJ Group introduces HNW clients to tier-one private banks in Singapore, Hong Kong, Monaco, Geneva, Zurich and London whose current appetite matches the client's AUM, residency, source of wealth and reporting profile.
We are fee-only. Every bank fee and every ASJ Group fee is quoted in writing before any introduction. We do not accept commissions or retrocessions from any bank, custodian or asset manager — which is why the bank we introduce is the bank we would use ourselves.
Because private banks change their onboarding criteria quarterly, we track live appetite by jurisdiction, minimum AUM, source of wealth and residency status. A client is only introduced to a bank once the desk has pre-confirmed the profile fits.
Scope of engagement
- Personal accounts for HNW
- Corporate accounts for holdings
- Pre-vetted by AUM and residency
Typical clients
- HNW individuals with $2m+ in liquid assets seeking a primary banking relationship
- Post-exit founders diversifying custody across two or more jurisdictions
- Families relocating residency and re-banking accordingly
- Trustees requiring a bankable custody solution for a trust or foundation
A named director on the file, from first call to handover.
AUM, source of wealth, residency, family and reporting profile mapped against live desk appetites.
CDD file, source-of-funds evidence and structure diagrams prepared to bank format.
Named relationship manager pre-briefed, scheduled call arranged.
Signatory setup, e-banking, card issuance and mandate discussion.
What you receive.
Every engagement closes with a director-signed handover pack — retained on file for thirty years.
- Bank shortlist and rationale
- Full CDD and source-of-wealth pack
- Warm introduction to a named private banker
- Post-opening operational setup
Jurisdictions in active use for this service.
Questions we hear on every intake call.
- What is the minimum for a private banking account?
- Tier-one Swiss and Singaporean private banks typically require $2m–$5m in bookable assets. Some ultra-HNW desks in Geneva and Zurich require $10m+. We map the minimum to the client's actual position.
- Can I hold a Swiss account as a US person?
- Yes, but with only a small subset of banks that maintain a US-compliant desk. The onboarding is longer and the fees are higher. We only introduce US-person clients to banks that are actively booking.
- Do you take commissions from the bank?
- No. ASJ Group is fee-only. Any retrocession, referral fee or commission is disclosed and rebated to the client.
Start with a twenty-minute call. Leave with a written scope.
Every engagement begins with a director — not a junior, not a chatbot. Fixed fees, quoted in writing, before any work begins.
More on banking & related work
Every engagement begins with a twenty-minute director-led call. Fixed fees, in writing, before any work begins.