Needs assessment
Clarify your banking objectives, relevant jurisdictions and currency requirements.
Private clients / Personal offshore banking
Your life crosses borders.
Your banking can too.
A thoughtful approach to international accounts, banking relationships and the wealth they serve.
A perspective shaped around you
What do you need from an international banking relationship?
Managing assets or living across jurisdictions can make a single domestic banking relationship insufficient. International banking should reflect the way you live and the obligations that come with it.
JBM International connects clients with financial institutions and supports the preparation of personal banking arrangements. We consider currency needs, private banking relationships, documentation and reporting considerations.
How we can help
The details that
make the difference.
Banking relationships
Explore institutions and services that correspond to your circumstances.
Account opening support
Prepare the information and documentation required for an application.
A coordinated view
Consider how banking fits with your wealth structures and wider financial plans.
What to expect
A clear scope.
A practical next step.
We begin with a focused discussion of your objectives, the relevant jurisdictions and the decision you need to make. From there, we agree the scope, responsibilities and priorities before work begins.
Your proposal sets out the work to be undertaken, the information we need from you and the fees for your engagement. Where other specialists are needed, we identify their role at the outset.
Tell us about your situationA considered next step
Submit a project about
what comes next.
Your priorities are the starting point.
Share your ambitions with our team.