Wealth oversight
Discretionary & advisory mandates
Discretionary mandates managed by Geneva for principals who want time back, and advisory relationships for those who want to retain the decision. Mandates are reviewed quarterly with the principal.
Continental Bank offers the institutional services a principal needs to oversee wealth quietly: custody, treasury, multi-currency accounts, discretionary and advisory mandates, and the coordination that makes them work together.
Discretionary mandates managed by Geneva for principals who want time back, and advisory relationships for those who want to retain the decision. Mandates are reviewed quarterly with the principal.
USD, EUR, and GBP portfolios held independently, with custody at top-tier counterparties. Each portfolio is reconciled monthly and audited annually.
Coordinated administration for principals with residences, holdings, and obligations on multiple continents — including liaison with appointed counsel, accountants, and trustees.
Active management of operating liquidity for clients running businesses, family offices, or foundations. Daily reporting; dual-officer authorisation above mandate thresholds.
Geneva, London, Luxembourg, Singapore, Dubai, and New York — one client, one ledger, one banker. Local cover during European hours through our regional desks.
Monthly statements, quarterly mandate reviews, annual tax summaries, and bespoke reporting on request — delivered to your secure file vault.
We do not market individual products. Continental establishes a mandate at relationship opening and reviews it on the agreed cadence.
For principals managing large operating liquidity across multiple currencies. Conservative posture, daily reporting, dual-officer authorisation on outbound funds above 250,000.
For estates and foundations. Multi-currency, capital-protected, income-oriented. Reviewed annually with the principal's appointed counsel.
For principals with a longer horizon. Broad mandate within agreed risk parameters. Quarterly review with the assigned officer.
Bespoke coordination for multi-generation principals. Pricing reflects scope of administrative work. Discussed at relationship opening.
Continental relationships begin with a conversation, not a brochure. If you have been introduced, please open your private file. Otherwise, request a meeting with the Private Client Office.