Global Private Banking, Refined in Switzerland

# Private Wealth. Global Precision. Enduring Trust.

CTGMC is a Swiss-based private wealth institution dedicated to the preservation, growth, and intergenerational transfer of global capital. We serve individuals, families, and institutions who require discretion, stability, and precision in every aspect of wealth management.

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Est. 2014
Year Founded
€18.4B+
Assets Under Management
4,200+
HNW Clients Served
42+
Jurisdictions Covered
Mission & Values

## Our Continuity Philosophy

Our philosophy is built on continuity, where capital is not only managed, but carefully structured for long-term resilience in a changing world.

- Confidentiality Client privacy is absolute. We operate under strict banking secrecy principles with no disclosure to third parties absent lawful compulsion.
- Global Access Borderless infrastructure enabling seamless multi-currency banking, international wire transfers, and asset structuring across 42+ jurisdictions.
- Asset Protection Robust legal and financial structures that safeguard client wealth from unnecessary exposure, litigation risk, and political uncertainty.
- Trusted Relationships Every client is assigned a dedicated relationship manager. No call centres. No automated advisors. Genuine human expertise.
- Regulatory Integrity We maintain full KYC/AML compliance and operate under FINMA licensing while preserving the privacy and flexibility clients expect from international banking.

### Our Founding Story

Cresta Trust & Geneva Mercantile Consortium was established in 2014 in Geneva, Switzerland — a strategic choice driven by the jurisdiction’s stable legal framework, FATF-aligned AML standards, and deep integration with African, Asian, and European financial corridors.

Our founders—a team of private bankers and wealth structuring specialists from London, Singapore, and Geneva—recognised a growing demand among internationally mobile HNWIs for an institution that combined institutional-grade security with the speed and discretion of a boutique international bank.

From day one, our model was digital-first: a secure online client portal, encrypted communications, real-time transaction monitoring, and API connectivity for corporate clients — all backed by a dedicated relationship management team.

Reg. No. CH-660.4.982.371-8 • FINMA-B-00312/2014 • Regulated by the Swiss Financial Market Supervisory Authority (FINMA)
Our History

## 10 Years of Milestones

From a Switzerland-registered boutique to a multi-jurisdictional private banking group — our journey in international finance.

2014
CTGMC Founded
Incorporated in Switzerland and licensed by FINMA. Launched digital-first private banking platform for HNWIs.
SWIFT Membership
Secured SWIFT connectivity and correspondent banking relationships across USD, EUR, GBP, and CHF corridors.
2016
2018
Crossed €1B AUM
Reached €1 billion in client assets under management. Expanded private wealth advisory and alternative investment capabilities.
Secure Client Portal Launch
Released the CTGMC digital portal with biometric login, real-time monitoring, encrypted messaging, and multi-currency dashboards.
2020
2022
3,000 HNW Clients
Surpassed 3,000 verified high-net-worth clients across 38 jurisdictions. Established representative offices in Dubai and Singapore.
€18.4B AUM & Group Expansion
Launched corporate banking division, Fixed Deposit & DPS schemes, Premier Private Reserve membership, and API integration suite for institutional clients.
2026
Leadership

## The Team Behind CTGMC

Experienced private banking professionals united by a commitment to discreet, high-calibre financial service.

RT
Richard Tona
Chief Executive Officer
20 years in international private banking. Former Head of Wealth Structuring at a Cayman-registered institution prior to founding CTGMC in 2014.
AM
Angela Mitchell
Chief Financial Officer
Former VP at a Geneva-based wealth management firm. Expert in capital allocation, FX treasury, and cross-border financial reporting.
DP
David Park
Chief Technology Officer
Built secure digital banking platforms for three international institutions across Asia and the Middle East. Specialist in encrypted client portals and API banking.
LC
Lisa Chen
Chief Compliance Officer
25 years in AML and regulatory compliance. CAMS-certified. Led FATF alignment programs across multiple international jurisdiction of Switzerland, known for its stable legal framework, strict banking secrecy laws, and FATF-aligned AML standards.
Recognition

## Awards & Certifications

Our commitment to excellence has been recognized by leading industry organizations.

Best International Bank 2024
FSC Licensed & Regulated
FATF Compliant AML
ISO 27001 Security
SWIFT Member Institution
Best Digital Private Bank 2025
Community Impact

## Our Global Commitment

Beyond profits — CTGMC is committed to responsible international banking that creates lasting value for clients and the jurisdictions we operate in.

Financial Literacy & Education
Free private banking guides, international structuring tutorials, and estate planning webinars available to all CTGMC clients and prospective account holders through our International Knowledge Hub.
SME & Entrepreneur Support
Dedicated cross-border business banking services, FX advisory, and trade finance support for internationally operating SMEs and digital businesses — no local office required.
Responsible Finance
CTGMC does not finance arms trade, sanctioned regimes, or environmentally harmful projects. Our investment screening framework incorporates ESG criteria at every level.

## Join the CTGMC Network

Experience private international banking built on discretion, technology, and genuine expertise. Begin your onboarding in minutes — no branch visit required.

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