Compare
Different private wealth models solve different problems.
A private bank may solve custody. A Big Four team may solve technical tax. A traditional family office may solve dedicated staffing. Centry is built for clients who need one tax-led wealth optimisation relationship across the whole picture.
Comparison matrix
How each model compares, at a glance.
| Centry | Private bank | Wealth manager | Traditional FO | Big Four | Digital platform | |
|---|---|---|---|---|---|---|
| Starting point | Tax-led, full picture | Custody & lending | Portfolio & AUM | Dedicated team | Technical tax | Dashboard & data |
| Tax + wealth integrated | Yes, in-house | Rare | Rare | Depends on team | Tax only | No |
| Implementation | Yes, with client authority and regulated partners where required | Custody only | Portfolio only | Yes, if staffed | Advisory only | No |
| Ongoing monitoring | Continuous; human-led, software-supported | Portfolio only | Portfolio only | Manual, periodic | Project-based | Dashboard alerts |
| Who leads | Wealth Engineer | Relationship manager | Portfolio manager | Internal staff | Partner/director | Self-serve |
| Cost model | Fee-based | AUM + spread | AUM-based | Salaries + overhead | Hourly + project | Subscription |
| Best for | Cross-border complexity | Custody & credit | Portfolio focus | UHNW with staff | Compliance events | Aggregation & reporting |
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Review which model fits your wealth complexity.
Book a consultation to compare the model against your actual tax and wealth complexity.