Contact us

Please fill in this form if you have any questions or require any further information from us. We will get back to you as soon as possible. We are committed to offering you, our client, tailored solutions that meet your individual needs. Please be advised that our range of private banking products and services are available to clients with a minimum investment of €500,000 (France) and €1,000,000 (Luxembourg, Monaco, Italy and Belgium). 

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Contacts

France: +33 (0)1 53 43 87 00 (9am - 6pm)

Luxembourg: +352 47 93 11 1 (8:30am - 5:30pm)

Monaco: +377 97 97 58 00 (9/12am - 2/5pm)

Wealth management

Definition

What is wealth management?

Wealth management is a comprehensive discipline aimed at assisting clients in managing their wealth and estate planning through a personalized and strategic approach. It notably includes:

  • Asset management, asset allocation, and portfolio diversification to optimize the performance and security of wealth investments.

  • Wealth advisory, with the development of a global wealth strategy tailored to financial, family, and tax objectives.

  • Wealth transfer, estate planning, and asset protection to ensure the sustainability of assets for future generations.

  • Financial management through various solutions such as life insurance, real estate investment, and wealth financing instruments.

  • Consideration of wealth taxation, with targeted tax optimization to maximize the efficiency of wealth decisions.

  • Support through a family office for high-net-worth families, offering comprehensive and customized follow-up including portfolio management, retirement and wealth planning, as well as estate planning.

In summary - Wealth management

Wealth management is a complete and personalized financial service combining expertise in asset management, strategic advice, and tax optimization to protect, enhance, and sustainably transfer clients' wealth.