Select counterparties

Financial Institution & Counterparty Selection

Independent support for selecting and managing financial providers

Choosing the right private banks, life insurers, and asset managers is critical to preserving wealth. Origo Consulting acts as an independent advisor, ensuring that families negotiate favourable terms, avoid conflicts of interest, and maintain control over relationships with financial institutions.

Our Services

• We help you in bank and asset manager selection – Due diligence and comparative analysis of financial providers
• We participate in contract and fee negotiations – Benchmarking and negotiation of terms with banks, insurers, and asset managers
• last, but not least, we handle the ongoing relationship oversight – Ensuring financial providers align with evolving family needs.

Why This Matters

Banks and asset managers reliably prioritise their own products. Without independent oversight, families risk overpaying fees, taking unnecessary investment risks, or being locked into suboptimal structures.
Origo Consulting ensures financial provider relationships serve the family—not the institution.