Switzerland continues to serve as a global nexus for private wealth. For family offices, trustees, private banks and advisers, the country’s stability, discretion, and regulatory rigour remain its hallmark strengths.
Insights
Our insights explore the evolving world of private client and institutional lending, from structural case studies and real-world challenges to key developments shaping the market.
Curated for advisers, institutions, and professional partners, each piece draws on our direct experience and is designed to bring clarity and perspective to a complex, fast-moving environment.
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Secured London property for Swiss-domiciled client leveraging cryptocurrency
This case study explores a recent successful property acquisition in London for a client with an unconventional income structure, highlighting the growing acceptance of cryptocurrency as a financial instrument for securing mortgages.
Secured £2.2M mortgage for HNW private equity partner despite limited drawn income
A professional introducer recently introduced us to a client—a founding partner of a private equity firm domiciled in Belgium but residing in the UK, requiring support arranging a high-value mortgage for the purchase of their new £3.4m family home.
Opportunities and challenges for high-net-worth and ultra-high-net-worth Individuals
As we progress through 2025, the global investment environment is characterised by promise and uncertainty. High-net-worth (HNW) and ultra-high-net-worth individuals (UHNWIs) face a range of factors shaping their strategies, from political developments to economic trends.
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Secured London property for Swiss-domiciled client leveraging cryptocurrency
This case study explores a recent successful property acquisition in London for a client with an unconventional income structure, highlighting the growing acceptance of cryptocurrency as a financial instrument for securing mortgages.
Real Estate & Lending
,Case studies
Secured £2.2M mortgage for HNW private equity partner despite limited drawn income
A professional introducer recently introduced us to a client—a founding partner of a private equity firm domiciled in Belgium but residing in the UK, requiring support arranging a high-value mortgage for the purchase of their new £3.4m family home.
Real Estate & Lending
,Case studies