About this template
The Platinum template is a senior letter in cool greys and brushed-platinum metallic ink: Trajan name, Lyon Text body, a single fine platinum rule beneath the address block. The cool palette evokes private-banking discretion rather than warmth. Compatible with the ATS systems of private banks and UHNW wealth managers (Workday at UBS Wealth Management, J.P. Morgan Private Bank, Goldman Sachs Private Wealth Management, Pictet Wealth Management, Brown Brothers Harriman).
Who is it for?
It suits senior executives applying to UHNW advisory, Swiss private banks, art-storage groups (Le Freeport Geneva, Singapore Freeport) and yacht-brokerages for high-net-worth clients (Camper & Nicholsons, Burgess, Northrop & Johnson). Relationship managers, senior wealth advisers, art-finance specialists and luxury-asset brokers. Out of place in retail banking, mass-market commercial or any broad-clientele sector.
How to use it
The platinum rule is the only metallic accent — it must stay at 0.4 pt and never double. The hook avoids superlatives ("exceptional", "unique") that tip the platinum register into private-wealth marketing. Paragraph 2 cites your advisory AuM in rounded figures ("over USD 1.2B in UHNW client AuM") and the number of active relationships ("23 active family relationships over 12 years"). A handwritten signature in slate-grey ink, scanned at 600 dpi, signs at the bottom — no typewritten paraph.
Frequently asked questions
Is the letter suitable for Swiss private banks?
Yes for UBS, Credit Suisse Private Banking (now UBS Group), Pictet, Lombard Odier, Mirabaud, Banque Bonhôte, Reichmuth & Co, Banque Hottinger. The platinum register is explicitly aligned with the codes of Bahnhofstrasse and Rue du Rhône.
Should I list UHNW certifications?
Yes in the signature block: CFA, CFP, TEP (Trust and Estate Practitioner), CPWA (Certified Private Wealth Advisor), MAS GS Certified, Swiss Banking Certification. Avoid obscure acronyms and stick to the 3-4 most recognised in your target market.
Is it suitable for a yacht-broker or art-adviser application?
Yes for Camper & Nicholsons, Burgess Yachts, Christie's Private Sales, Sotheby's Private Sales — which appreciate platinum restraint. Mention the asset segments handled (yachts 30-60m, post-war modern art, patrimonial watches) in paragraph 2 without detailing transactions.
