As a private banking customer you have access to:
Wealth planning
Are you risky or do you prefer safer options? Obtain a portfolio with features that will match your investment profile and risk appetite. Always with the high level of investment know-how owned by our Private bankers and our expert Investment specialists, who support them.
Investment process
Goal orientation is the word that describes what we do. We have a well-structured and disciplined approach, from your investment profiling to the evaluation and selection of the investment products that will build your portfolio.
This process is based on three pillars:
Quality options: We assess the macroeconomic environment and its potential impact at geographic and sectoral levels, and look for any undervalued options.
Diversification and distribution: We ensure broad distribution across investment categories, with a view to avoiding improper investment concentration, hence reducing the overall risk.
Flexibility: We create performance with added value based on increased flexibility.
International Private banking - External Asset Management
Wherever you are, we're there for you. We offer personalized solutions and global coverage through a selection of top partners in different parts around the world
We maintain partnerships with major European financial institutions and, through International Private banking, offer a comprehensive package of products, services and advice:
Investment accounts for natural and legal persons.
Financing possibilities.
Banking services.
Products
Tell us what you dream about and we will help you shape the portfolio that suits you!
Short-term investment.
FX.
Access to bonds, stocks as well as M/F of Optima asset management MFMC.
Open architecture
The best for you! This is our starting point. Our investment policy, whether for individual or collective management, is based on added value both in identifying our customers' needs and selecting the best products available on the market.
We provide you with a wide range of international M/Fs in cooperation with the largest international financial firms Pictet Asset Management | Blackrock | Schroders | Franklin Templeton Investments | Pimco | JPMorgan.
UCITS OFFER NO GUARANTEED RETURNS AND PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS.
Let's talk
Can we help you? Do you have any questions?
We remain at your disposal!