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Portability Readiness Score™

Switzerland — Geneva (Onshore) · Regulator: FINMA · LSFin/MiFID reuse · CRS/FATCA

Market
Booking centres
Pick the custodians/centres your clients can use. More options typically increase portability.
AUM mix (diversification)
1 = concentrated • 5 = well diversified
Current: 3 — Balanced
Cross-border licenses
Jurisdictional permissions (0–3)
Current: 1 — Limited outbound
Product scope breadth
Advisory/DPM • Lending • Alternatives
Current: 2 — Advisory + DPM
Client concentration (lower is better)
1 = diversified • 5 = top-heavy
Current: 3 — Balanced
Compliance / KYC portability
CRS/FATCA/MiFID/LSFin pack reuse (0–3)
Current: 1 — Partial reuse

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