Wealth & Liquidity · 💎 Private Banker

Ein Dividendenbeschluss über CHF 10M wurde soeben publiziert. Dieses Vermögen bewegt sich irgendwohin.

Corporate liquidity events — dividend resolutions, founder exits, capital distributions — create high-net-worth clients overnight. These entrepreneurs are not browsing private banking websites. They are making decisions in a narrow window, usually in conversation with whoever reaches them first. Private bankers who call in the days after the SHAB notice win mandates. Those who wait find the wealth already placed.

Registrieren See all 27 roles →

The timing advantage

Be the first to know. Be the first to call.

Private banking relationships are not won through brochures or referral networks alone — they are won in the conversation that happens immediately after a liquidity event. The SHAB publishes those events publicly, daily. The private banker who reads it first has a genuine head start on every competitor in the market.

Liquidity events create acute decision pressure

Ein Dividendenbeschluss oder ein Gründerausstieg gibt einem Unternehmer keine Monate, um zu entscheiden, wohin das Vermögen fliesst. Steuergestaltung, Depotfragen, Anlagemandate — diese Entscheidungen verdichten sich auf Wochen. Ein Privatbanker, der in diesem Zeitfenster anruft, löst ein aktuelles Problem. Einer, der später anruft, bietet seine Dienste für ein bereits gelöstes an.

The first conversation sets the relationship frame

Whoever reaches a newly liquid entrepreneur first gets to frame the relationship as advisory rather than transactional. Arriving after a competitor has already had that conversation means you are pitching against an established frame — and the incumbent has a structural advantage even if their offering is inferior.

Leadership changes surface new wealth decisions

An executive appointment often comes with share grants, deferred compensation, or a signing package that creates immediate private wealth management needs. A newly promoted CFO or incoming CEO at a sizeable Swiss company is a high-probability private banking prospect — and the SHAB publishes those appointments the day they are registered.

Your signals

Which SHAB events matter for Private Bankers

Two SHAB event types reliably indicate fresh liquidity or a change in personal wealth circumstances. Both create a narrow window where an early private banking conversation can determine where assets are placed for years.

💰 Capital Increase

HIGH SIGNAL

Eine veröffentlichte Kapitalerhöhung — insbesondere eine mit einem Dividendenbeschluss oder einer Aktionärsausschüttung — bedeutet, dass Gründer und Führungskräfte direkt Liquidität erhalten. Das ist kein Business-Banking-Gespräch; es ist ein Privatvermögens-Gespräch. Die SHAB-Meldung nennt das Unternehmen und den Beschlussbetrag und gibt dir einen konkreten, überprüfbaren Grund, innerhalb weniger Tage Kontakt aufzunehmen.

👤 Leadership Change

HIGH SIGNAL

Eine neu ernannte Führungskraft auf C-Level bei einem mittelgrossen bis grossen Schweizer Unternehmen ist ein aussichtsreicher Private-Banking-Interessent. Signing-Pakete, Aktienzuteilungen und höhere Vergütung werfen sofort Wealth-Management-Fragen auf — und eine neue Führungskraft hat noch keine bestehende Private-Banking-Beziehung bei diesem Institut. Neue Führungskräfte sind offen für ein erstes Gespräch, wie es ein langjähriger Kunde nicht ist.

Why the window closes

Day 1 vs Day 30 — the difference is the deal

Best case

Day 1 — You call today

The founder is in the middle of deciding where the liquidity goes — your call lands inside the decision, not after it
No private bank has been formally introduced yet; you have first-mover position before incumbents act
You can reference the specific resolution amount and structure your approach around their actual situation — this signals intelligence, not cold prospecting
Ein 20-minütiges Gespräch diese Woche kann ein Mandat anstossen, das sich über ein Jahrzehnt aufbaut

Worst case

Day 30 — You call next month

Their retail bank has already escalated the relationship to a private banking team and offered a managed mandate
A well-connected competitor was introduced at a dinner or through a mutual contact — the first conversation already happened
The wealth has been placed, at least provisionally — switching requires effort the prospect has no reason to make
Your outreach looks like every other cold pitch — no timing, no context, no reason to respond

Reach out with reason

Not "I help companies like yours." A specific reason to call.

SHAB events give you a real, specific, verifiable reason to reach out. That changes the conversation from cold outreach to warm intelligence — and it changes the reply rate from near zero to genuinely competitive.

❌ Generic cold outreach

Subject: Private banking for entrepreneurs and executives

Hi,

I work with successful entrepreneurs and executives on private wealth management. If you're looking for a more personalised approach to your financial affairs, I'd welcome a confidential conversation.

Best regards

✓ SHAB-triggered with AI angle

Subject: Vantage AG — capital resolution, worth a brief conversation?

Noticed Vantage AG passed a dividend resolution for CHF 4.2M last week. When fresh liquidity arrives at that level, the first decision — where it sits and in what structure — often has implications for years. I work with a small number of Swiss entrepreneurs specifically on that first conversation. Happy to keep it short and completely without obligation.

Other roles

See similar role presets

Founders & Movers has 27 pre-configured roles. These work similarly to Private Banker — they all turn SHAB liquidity and leadership signals into warm outreach opportunities.

Alle 27 Rollenprofile anzeigen →