Executive Partners · Geneva · Global Private Banking & WM
Portability Readiness Score™ — Advanced Diagnostic
A structured, bank-style view of how easily your book can follow you across Switzerland, the UK, UAE, Singapore, Hong Kong, the US and key EU hubs.
1. Profile & Revenue
Basic information similar to what a hiring bank will ask at screening: core booking hub, market, ROA and revenue quality.
Indicative only. Receiving banks will run their own KYC, tax, compliance and risk analysis.
Typical CH onshore: ~65–90 bps; international books often higher.
60% of your revenue is recurring (DPM/advisory fees, trail, etc.).
20% of clients require enhanced due diligence.
5% estimated share of PEP / sensitive clients.
2. Core Portability Dimensions
These six dimensions mirror what front-office leaders review when assessing whether your book can follow you to a new platform.
Score each from 1 (weak) to 5 (very strong) based on your current situation.
Custodian / Booking Centre Footprint
3/5
CH, UK, UAE, SG, HK, US — the more relevant booking centres your clients can follow, the higher your portability.
AUM Mix & Diversification
3/5
Balanced advisory / DPM / lending books are easier to transfer than highly concentrated or single-product books.
Cross-Border Licenses
2/5
FINMA outbound, FCA, DIFC/ADGM, MAS, SFC and bank-level permissions enabling compliant servicing.
Product Scope Breadth
3/5
From core PB to structured products, private markets and alternatives — especially relevant for HNWI/UHNW and US/LatAm clients.
Client Concentration
3/5
Lower concentration = lower attrition risk when moving between hubs (e.g. Geneva → Dubai, London → Zurich, Paris → Lisbon/Madrid).
Compliance & KYC Reuse
2/5
CRS, FATCA, MiFID II, LSFin packs that can be reused → shorter onboarding and faster time-to-revenue.
3. Advanced Portability Factors
A more granular view used by banks' hiring committees: AUM mix, legal/tax complexity, KYC reusability, past mobility, relationship depth, team dependency and platform fit.
Developing portability
1 = very concentrated, 5 = well balanced across advisory, DPM, lending.
Higher scores indicate clients are used to multi-product, multi-asset solutions (PE, HF, structured products).
1 = simple (few structures, low EDD), 5 = many complex structures / tax-sensitive jurisdictions.
1 = most files need rebuilding; 5 = majority have up-to-date, reusable documentation.
1 = no previous move with clients; 5 = multiple successful moves of a meaningful portion of the book.
Higher scores indicate high interaction frequency and access to true decision-makers.
1 = highly dependent on current team; 5 = clients see you as their primary anchor and would follow you individually.
Your perception of how well your clients would fit a best-in-class Swiss / international platform.
Booking centres your clients can follow
Tick the locations where a meaningful portion of your book could be onboarded.
Cross-border & regulatory permissions
Select the regimes you are effectively allowed to cover today.
4. Overall Portability View
Combined score
48%
Challenging portability profile
Core foundation: 53%
Advanced factors: 44%
Expected transfer & onboarding (indicative)
Based on market practice for senior RMs moving between Tier-1 platforms. Not a guarantee; every bank applies its own filters.
Includes due diligence, approvals, documentation refresh and initial client transfers.
How a hiring bank might read this
- • There may be value in strengthening certain dimensions before approaching Tier-1 platforms.
- • Legal/tax complexity appears manageable for most booking centres.
Use this as a preparation tool ahead of conversations with Executive Partners and potential hiring platforms. It helps frame realistic expectations and identify areas to strengthen before a move.
5. Next steps with Executive Partners
If your portability profile looks compelling, we can help you approach the right platforms and booking centres in a structured, discreet way.
This tool is indicative and for preparation purposes only. Final onboarding decisions rest solely with the receiving institution and its compliance, tax, legal and risk frameworks.