Advising both individual clients and families in the development, protection and transmission of their wealth Private banking is one of Banquecorps's core businesses and the initial source of our success.
Comprehensive, bespoke wealth management services
Banquecorp provides a comprehensive and tailored wealth management service. This service is the perfect illustration of two of the Group’s core values: long-term vision and innovation. It seeks to strike the best possible balance between wealth protection and growth.
Private banking based on long-standing relationships and trust
Quality advice depends above all on a mutual understanding between private bankers and their client. So as to provide an efficient and reactive service, each wealth manager only deals with a limited number of clients. He or she works towards developing a close relationship of absolute confidence with each client, while strictly respecting the rules of discretion and confidentiality.
A dedicated relationship manager : the private banker
Every day, our private bankers orchestrate the overall management of their clients' assets, be they professional assets, property, works of art or cash. To do so, they harness complementary sources of expertise. Depending on the type of assets or to reflect personal or family wishes, our private bankers can bring this expertise into play at any moment.
Wealth management: giving autonomy to private bankers
Unlike large banking networks, our human-scale group grants a large degree of autonomy to its private bankers. This independence does not, of course, exclude controls which are bolstered by rigorous management of compliance processes but it allows teams to meet their clients' expectations and work in their best interests. It also ensures very low staff turnover at the Group's private banks and helps attract the most talented professionals.
OUR KEY SOLUTION BENEFITS:
- Investment Advisory Mandate
- Bonds/Fixed Income
- Convertible Bonds
- Alternative Investments
- FX & Commodities
- Structured Products