Every custodian bank has its strengths. Its Unique Selling Points, its focus, its distinct offerings—no two are the same. But you often don’t feel it when you’re part of a bank.
From the inside, differences blur. You work with your internal product shelf, focusing on what’s available, and the unique selling points fade into the background.
But stepping outside changes everything. As Swiss independent wealth managers, we work with many Swiss based custodian banks, and that’s when the fascinating differences emerge.
Why This Bank Stands Out
Some private banking style custodian banks bring elegance and tradition, like a fine Grand Cru 🍷. Others combine this with exceptional value through a global network. But the host of this memorable evening stood out with its ability to provide something rare: a truly holistic approach. By leveraging the strengths of its group companies, it delivers integrated solutions that address the complex needs of Swiss independent wealth managers.
A recent evening, exclusively hosted by a global French bank, showcased this beautifully. The theme? Grands Crus. The metaphor? Perfect. Like a great wine, a bank’s uniqueness lies in the details.
The event unfolded with precision. From the “apéritif” 🥂 to the expertly guided wine tasting, every moment reflected care and thought.
The host? It is a bank deeply rooted in history yet forward-looking in its approach. It supports clients in areas where traditional private banks often fall short. Combining heritage with modern, holistic expertise, it builds “confiance”—trust—with an elegance that sets it apart.
I’m no sommelier yet, but that evening, I learned much about Grands Crus—and what makes a custodian bank stand out. It’s never just about the products. It’s about presenting strengths and nurturing connections.
“Santé” to the unique Selling Points of custodian banks in Swiss independent Wealth Management! 🍇✨
Source: LinkedIn
