Wealth & Liquidity · 💎 Private Banker

A CHF 10M dividend resolution just published. That wealth is moving somewhere.

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.

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

A dividend resolution or founder exit does not give an entrepreneur months to decide where wealth goes. Tax structuring, custody questions, investment mandates — these decisions compress into weeks. A private banker who calls during that window is solving an active problem. One who calls later is pitching into a solved one.

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

A published capital increase — especially one involving a dividend resolution or shareholder distribution — means founders and executives are receiving liquidity directly. This is not a business banking conversation; it is a personal wealth conversation. The SHAB notice names the company and the resolution amount, giving you a specific, verifiable reason to reach out within days.

👤 Leadership Change

HIGH SIGNAL

A newly appointed C-suite executive at a mid-to-large Swiss company is a high-probability private banking prospect. Signing packages, equity grants, and increased compensation create immediate wealth management questions — and a new executive has no existing private banking relationship at that institution. They are open to a first conversation in a way that an established client is not.

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
A 20-minute conversation this week can initiate a mandate that compounds over a decade

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.

See all 27 role presets →