GCC families banking in Switzerland

Many Gulf families have held assets with Swiss private banks for decades. We help them bring those relationships into a single structure, governed from the region and aligned with the family’s long-term plans.

The situation

Long relationships, often without a single design.

Swiss banking relationships are typically built over many years, sometimes across several institutions and generations. Each may be well run. Together they can leave the family without one view of its wealth, its costs or its risks.

Redwood Heritage was founded by a Swiss private banker and is licensed in Dubai. We understand how Swiss institutions work and how Gulf families take decisions, and we coordinate between them on the family’s behalf.

Questions we help answer

What families ask us.

How much do we hold, and where?

A consolidated view of assets, mandates and custody across every bank.

What are we paying?

A clear account of fees and costs across banks and managers.

Do our mandates still fit?

An assessment of each mandate against what the family needs today.

How will these assets pass on?

Governance and succession planning that covers the Swiss relationships.

An illustrative situation

Illustrative example. Not a client.

A family holds accounts with three Swiss banks, opened by the founder over many years. The next generation lives in Dubai and London and has little visibility of the holdings.

The first step is a consolidated picture of assets, mandates and costs. The second is a governance framework that sets who decides and how the banks are reviewed.