Leaders
EXL PB strives to lead its field. Let us help you to lead yours.
The Future of Banking
Innovating the future of banking.
EXL PB
Tailor-made services for the discerning client.
Helps you become your own banker.
Unlocks liquidity in financial instruments and non-typical assets.
- 24/7 internet banking
- Class-leading encryption
- Totally discrete
Why EXL PB
Quality. Agility. Discrete.
In this world of fast-paced change, where conditions can be transformed in minutes, you need a financial partner you can rely on: agile, creative, responsive to your needs — with a global reach, and delivering quality, tangible results.
Vision
EXL PB financial foresight brings your banking closer to you.
Strength
EXL PB has the financial capabilities and resources to assist you to fulfil your projects.
Our expertise
Tailor-made solutions, delivered quickly.
EXL PB is highly regarded in dealing with unusual asset class situations, creating liquidity, and can assist you in further standard and non-standard investments. And EXL PB performs quickly.
- 01 Private Banking All of the services associated with a high-quality private bank — and more, tailor-made to exceed your expectations.
- 02 Asset Management Unusual asset class situations, creating liquidity and creative solutions outside a traditional approach.
- 03 Equity Funding Venture & private equity: from finding capital and targets to structuring, monitoring and the exit.
- 04 Trade Finance One of EXL PB’s core skills: the financial instruments and liquidity to put your deal on the table.
- 05 Risk Management Identify, assess and mitigate the risks in your portfolio — with you, the client, at the core.
Accounts
Two high-quality accounts.
Whether you bank privately or on behalf of an institution, open your account online — there is no need to physically come to the bank to submit application documentation.
For private clients
VIP Account
9 services included
- Foreign Exchange (FX)
- Issuance of bank guarantees
- Issuance of Banker’s Drafts
- Issuance of Letters of Credit
- Issuance of Standby Letters of Credit (SBLC)
- Non-Recourse Debt or Non-Recourse Loans
- 3 more services
For companies & institutions
Financial Institution Account
11 services included
- Monetization
- Access to Passive Credit Lines
- Foreign Exchange (FX)
- Issuance of bank guarantees
- Issuance of Banker’s Drafts
- Issuance of Letters of Credit
- 5 more services
Three steps to success
We will help you every step of the way.
Our approach is not to “fit” you into standard solutions, but to truly listen. EXL PB prides itself on providing class-leading, pragmatic results.
Our approach-
1
Listen
We don’t “fit” you into standard solutions: we truly listen to your needs and understand your situation.
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2
Design
We quickly develop a custom-made solution — EXL PB gives you the options, you make the choice.
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3
Implement
We assist in its implementation and stay by your side, so you can see how we think, operate and deliver success.
Accessibility and security
Your bank, open 24/7.
Speed of response: EXL PB is set up primarily as an internet bank, so you have 24/7 connectivity and convenience.
- There is no need to physically come to the bank to submit application documentation.
- Under certain circumstances only a face-to-face meeting will do — these can be arranged, as required.
- All contacts, and transmission of documentation and data, are secure.
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Class-leading encryption
Encryption and security systems as used by governments and major financial institutions, for sending and receiving all communications and documents.
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Servers in Switzerland
Highly secure facilities in the pro-privacy jurisdiction of Switzerland, protected from external attack and prying eyes.
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GDPR guidelines
We follow the latest GDPR guidelines and recommendations.
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Authorised access only
Robust internal systems ensure all data is protected and can only be accessed by appropriately authorised personnel.
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Rolling monitoring
Our systems and control structures are monitored on a rolling basis to ensure their integrity is up to date.
Yes, EXL PB is innovative — but being conservative does not mean you cannot be agile, and quickly seize an opportunity.
Our offices
Local expertise, on a global scale.
Our multi-lingual team is deployed in a worldwide network delivering local expertise on a global scale — where possible, in your own language.
