Executive Partners · Confidential Diagnostic
AUM Portability Score
A structured diagnostic to estimate how much of your UHNW book is realistically portable before a move — factoring clients, domicile mix, product dependencies, and onboarding constraints.
Estimate your real portability (2–3 min)
Reserved for senior private banking professionals. No data is sold or shared.
What you get
- Portability range + confidence band
- Risk flags (concentration, jurisdictions, KYT)
- Negotiation angles (bridge, guarantees, support)
2–3 minutes
Confidential advisory-grade
Fast
Designed for busy senior RMs — quick completion, clear output.
Actionable
Portability range + friction flags + negotiation guidance.
Confidential
Access-controlled. Used in discreet advisory discussions.
Sample output (illustrative)
Portability range65–75%
Concentration riskMedium
Friction flagsOnboarding / KYT
Negotiation insightBridge recommended
Illustrative only. Real outputs vary based on client domicile mix, product constraints, and platform onboarding rules.
Who it’s for
- • Senior RMs considering a move (CH / Dubai / UK / SG / HK)
- • Team heads assessing portability and platform fit
- • Profiles preparing a business case for hiring committees
Discreet by design
Built to support informed career decisions and confidential advisory exchanges. Individual outcomes vary by client mix, jurisdictions, products, and platform constraints.