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Introductions and client contact

Choose the appropriate route for a referral, an existing relationship or a specialist enquiry.

Editorial illustration

New relationships begin through established referral channels. If an existing client or professional adviser has referred you, ask that person to arrange the introduction through their known Montclair Bellerive contact. There is no public account-opening form, and browsing this website does not start an application.

Existing clients should use the secure portal or contact details already supplied through their relationship. A public enquiry should not be used for a payment instruction, password reset request containing credentials or another time-sensitive account action.

Preparing a referral

At the introductory stage, a concise outline is sufficient: country of residence, broad service needs, relevant ownership structure and the decision or event prompting the enquiry. The referrer should establish the correct contact before confidential financial or identity documents are exchanged.

The initial discussion considers jurisdiction, scope and whether the proposed relationship is appropriate. Further information may be requested through an agreed channel. An introduction, discussion or preliminary assessment does not guarantee acceptance or availability of a service.

Existing clients

Use the client portal for the information and communication facilities available to your relationship. Include the relevant reference when raising a transaction or document query. If you cannot sign in, follow access help and use a previously verified contact rather than a number from an unexpected message.

For suspected fraud, pause further action and read the fraud response guidance. Formal service concerns can be raised through the complaints procedure. Neither route requires you to disclose your password or authentication codes.

Regional arrangements

Appointments and servicing arrangements must be confirmed with your relationship contact before travel. A location shown on this site does not establish the contracting entity, service availability or permission to accept a particular client. Refer to your agreement for those details.

New York

345 Park Avenue, New York NY 10154. Confirm the host, exact arrival instructions and appointment time through your established contact. Do not send original documents to a location without confirming the recipient and delivery instructions.

London

European introductions are coordinated through established referral channels. This page does not list a public walk-in address. Obtain a confirmed meeting location from the person arranging your appointment rather than relying on third-party directory entries.

Geneva

Rue du Rhône 8, 1204 Genève. Confirm appointment and correspondence arrangements with your contact. Use the legal or correspondence address specified for your relationship when sending formal notices; an appointment address is not necessarily the correct recipient for them.

Singapore

10 Marina Blvd, Tower 2, Singapore. Confirm the unit, host and visitor requirements before travel. Cross-border instructions should be discussed through your relationship channel with attention to local hours and relevant deadlines.

Specialist enquiries

Careers and media enquiries have separate guidance. Please use those pages to understand what information is appropriate. They are not channels for client instructions. Privacy questions can be directed to the contact given in the privacy notice.

If someone claiming to represent the firm supplies new payment details, verify the change independently. A familiar name, logo or office address is not sufficient evidence that a communication is authentic.

Content reviewed 14 September 2026