Private Banking & Strategic Equity

MT Business
Development

Boutique. Confidential. Referral-Only.

We connect significant family wealth with elite private banks in the U.S. and Switzerland — designing investment, preservation, and wealth-planning solutions aligned with global standards.

A different kind of
wealth intermediary

MT Business Development LLC is a boutique financial intermediary operating exclusively on a referral basis. We serve families and individuals with significant wealth who seek access to international private banking institutions in the U.S. and Switzerland.

We do not manage or custody client funds. Our role is to curate, connect, and coordinate — ensuring the right clients reach the right institutions, with full compliance and absolute discretion.

We also originate and structure private equity opportunities, creating direct access to vetted, long-term investments that align strategic capital with tangible value creation.

Boutique

A selective client base. No mass-market distribution. Every relationship is managed personally.

Confidential

Absolute discretion is not a feature — it is a founding principle of how we operate.

Compliant

KYC/AML standards. Full regulatory transparency across all partner jurisdictions.

Aligned

Our interests are aligned with yours. No hidden fees, no mass-sales incentives.

What We Do

We provide access and coordination — not custody. Our value lies in the relationships, the process, and the precision of execution.

I

Private Banking Access

We open doors to regulated private banking institutions in the United States and Switzerland, matching each client with the institution best suited to their profile, goals, and jurisdiction.

  • Multi-jurisdictional bank selection
  • Relationship opening & onboarding
  • KYC documentation coordination
  • Wealth planning solutions
  • Ongoing relationship governance
II

Private Equity

We originate and structure private equity opportunities — curated, vetted, and designed for long-term capital alignment with tangible value creation across strategic sectors.

  • Deal origination & curation
  • Direct access structures
  • Long-term investment horizon
  • Strategic capital alignment
III

Family Governance

For families requiring broader wealth infrastructure, we coordinate with external legal and tax specialists to provide comprehensive governance, estate planning, and patrimony structuring.

  • Family governance frameworks
  • Estate & succession planning
  • Legal & tax specialist referrals
  • Patrimony protection structures

How We Work

01

Referral

Access is available only through invitation from an existing client or trusted partner. This ensures alignment from the outset.

02

Onboarding

Deep understanding of client needs, risk profile, objectives, and full KYC/AML compliance documentation.

03

Selection

Matching client goals, jurisdiction, and profile with the most appropriate private banking institution or investment structure.

04

Governance

Coordination with the chosen institution and ongoing governance of the relationship — long after the initial setup.

Who We Serve

Clients who value confidentiality, compliance, and the kind of long-term partnership that mass-market banking simply cannot provide.

  • High-net-worth families & entrepreneurs
  • Investors seeking international diversification
  • Clients requiring cross-border banking solutions
  • Families building multi-generational wealth structures

Our minimum criteria

01

AUM Threshold

We work with clients with a minimum of USD 1,000,000 in investable assets — or equivalent in other currencies.

02

Referral Requirement

Access to our services is exclusively through invitation from an existing client or trusted partner in our network.

03

Compliance Readiness

Clients must be willing and able to meet full KYC/AML documentation requirements across relevant jurisdictions.

Principles We
Live By

We follow strict international KYC/AML due diligence on all client relationships. We do not collect, manage, or custody client funds under any circumstances.

Custody and execution occur exclusively through regulated private banking institutions. Clients and partner institutions must comply with their respective jurisdictions' laws and tax requirements.

KYC/AML Compliant No Custody U.S. Regulated Partners Swiss Regulated Partners FATCA / CRS Aligned
  • Client First Fully aligned interests. No mass sales incentives. No conflicts of interest.
  • Transparency Clear and upfront disclosure of fees and any potential conflicts of interest.
  • Confidentiality Absolute discretion regarding all client information and operations — always.
  • Discipline Rigorous documentation, compliance protocols, and process integrity at every step.

Request an Introduction

We operate exclusively by referral. If you were introduced to us, we look forward to connecting.