Entrepreneur services

Entrepreneur services: advice on banking relationships & opening of bank accounts (both private & corporate)

Selection of banks and assistance in onboarding

Seeking out and choosing a user-friendly

Seeking out and choosing a user-friendly, helpful bank – which offers an “holistic view” of an international client’s family and corporate assets – has become one of the principal challenges and key tasks for family advisers and wealth managers everywhere.

Due to the tightening of the anti-money laundering restrictions and a general culture of de-risking, larger banks and institutions have sought to focus not only on larger clients but also mainly on the most profitable areas of portfolio management of passive assets and domestic banking. It has become very challenging for the smaller, international, entrepreneurial client to access a bank capable of serving active companies, business assets and cross-border transactions.

To help such clients, the Concorde group has the benefit of long experience and a multitude of relationships with specialist correspondents, advisers and institutions in the world’s key financial centres.