Portability Score™ · Executive Partners

Assess Your AUM Portability Before Your Next Move

Portability — a private banker's ability to transfer client assets when changing employer — is the single most important variable in any senior career move in wealth management. It is also the concept most frequently misunderstood by both bankers and the banks that hire them.

A relationship manager with CHF 350m AUM does not automatically control CHF 350m of portable assets. The actual portable fraction depends on where that AUM sits, how deep the personal client relationship runs versus the bank brand, whether competitors have already approached those clients, and whether non-solicitation obligations create a lock-out window.

The Portability Score™ is a six-block, 30-point framework developed by Executive Partners across 200+ completed placements. It stress-tests each of these dimensions to give you an honest picture of your true commercial position — before you start talking to banks.