Private Banking

Banking built around the family, not the transaction

Multi-currency accounts, liquidity management and a dedicated relationship team for international clients and established families.

Capabilities

Everyday banking, handled with private-bank discretion

Multi-currency accounts

Simulated CHF, USD, EUR and GBP ledgers with independent balances and consolidated reporting.

Internal transfers

Transfers between Crown Meridian relationships using a permanent Bank ID, with full ledger records.

Liquidity oversight

A clear view of available balances, pending items and holds across every currency.

Statements

Monthly, custom-period and per-transaction statements generated on demand.

Beneficiaries

A curated list of internal beneficiaries with confirmation and audit trail on every change.

Relationship team

A named contact reachable through secure messaging inside the client portal.

Approach

Private banking at Crown Meridian begins with structure. Accounts are opened per currency, reporting is consolidated, and every movement is recorded as a double-entry ledger transaction rather than a balance edit.

Clients see the same record their relationship team sees: reference, type, status, timestamps and resulting balance. Nothing is adjusted without an immutable audit entry.

Speak with our Geneva team