SAGAFIN provides senior-level access to private banking and the treasury architecture that supports every major capital event.
Request an IntroductionSAGAFIN serves UHNWIs, family offices, and large corporates who need genuine access to senior private banking and independent advice on how to structure the treasury layer beneath their investment activity.
We've spent 25 years building direct relationships with senior private bankers at institutions across Switzerland, the UK, the US, the Caribbean, and the GCC. The bankers we introduce you to know us personally. They take our calls, they'll prioritise your onboarding, and they operate at a level no standard commercial referral reaches.
25 years of international operational leadership, including managing banking structures across multiple jurisdictions for some of the world's most private clients.
Every introduction is made at the private banking level with senior relationship managers who know us personally. They'll prioritise your onboarding in a way a standard commercial referral can't.
Banking advisory and introduction services only. SAGAFIN does not hold client funds, execute transactions, or provide regulated financial advice. Our role is infrastructure, access, and ongoing advisory.
Each engagement is scoped to what the client actually needs. The starting point is always a working session to map requirements precisely. Some clients need 2 of these. Some need all 5.
The account structure beneath a capital raise either works or it doesn't. We advise on the number of accounts, where to hold them, how to allocate across currencies, and how to sequence flows from first commitment through to deployment.
Get this right before money starts moving. Fix it after and you're doing it under investor scrutiny.
We introduce you to the right senior relationship manager at the right institution for your profile. You walk in at the private banking level, with full context already set.
Before you meet, we brief the banker on your business, your transaction, and what the relationship is worth. You don't start from zero.
Your investor base is international. Your capital deployment probably is too. We build the multi-currency banking framework you actually need: accounts, FX arrangements, and operating procedures across the currencies and jurisdictions you'll work in.
A structured lending facility brings its own banking requirements: account controls, covenant reporting, drawdown mechanics. We coordinate your setup against the lender's terms from day one.
Signed deal documentation doesn't mean the banking layer is ready. We make sure it is before close.
Financial close is the beginning of a different kind of work. After close, you're managing capital across multiple accounts, currencies, and banking relationships that need to stay productive as your needs evolve.
New facilities, additional raises, geographic expansion. We stay engaged through all of it.
Individuals managing complex, cross-jurisdictional wealth who require dedicated private banking access, discreet treasury management, and banking structures that match their actual financial profile and geography.
Family offices navigating major capital events: acquisitions, new investment programmes, succession structures who need banking infrastructure that operates at the same level of sophistication as the capital they manage.
Companies undertaking large private placements, structured facilities, or multi-currency capital raises who require the banking layer to be in place and properly structured before capital begins to move.
Every introduction is made at the senior relationship manager level with bankers who know us personally. These are multi-year, multi-transaction relationships built directly, not through a directory or a coverage desk.
If you've found this page, someone pointed you here. Client engagements begin with a conversation, never a form.
Discretion is a structural requirement at this level. The relationships that make SAGAFIN work are built on it. Our clients depend on it.
All enquiries are handled directly and treated with complete confidentiality.