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PRIVATE BANKING

Delubac
Private Banking

Are you looking for innovative and efficient investment solutions?
Delubac Private Banking gives you access to the best offers on the market.

A team of dedicated experts supports you in defining and implementing the long-term asset strategy adapted to your situation.

PRIVATE BANKING

Tailor-made long-term support

The sustainability of the relationship at the heart of our concerns
A family-owned and independent bank guaranteeing discretion and conviction
Intra-group expertise combined with the richness of our network

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Expertise in crypto-assets to support you in this new asset class
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Access to investment solutions usually reserved for institutions
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A rigorous selection of solutions eligible for contribution-transfer (150 0 b ter)
impact investments
A priority on impact investments in support of social and environmental issues

Wealth management adapted to your profile

Delubac Private Banking specialises in tailor-made support. Depending on your personal or professional needs and projects, we can offer you suitable solutions. Your private banker is your trusted partner for the preservation and growth of your assets. Discover our support on innovative investment solutions to structure your assets according to your profile.

Private clients and family groups

Private clients and family groups

We support individuals and their families to build, enhance and prepare the transmission of their assets.

Entrepreneurs and executives

Entrepreneurs and executives

Entrepreneurs, independent professionals, executives-shareholders, we help you to enhance your professional tool and to transmit it in the best conditions.
Companies and institutions

Companies and institutions

Companies, institutions, associations and foundations, we advise you on cash management.

Portfolio management
that best reflects your aspirations

We adapt to your needs regarding the management of your portfolio.

Discover our management methods:

  • Management under mandate
    A turnkey management method: delegate your financial asset allocation and investment decisions to us.

  • Advised management
    We advise you on asset allocation and market opportunities. You retain the management decisions.

  • Free management
    Autonomous management of your portfolio: we provide you with various investment envelopes and associated tools.

Portfolio management

An open architecture for your assets

Thanks to being independent, we have total freedom to seek out and select the best opportunities on the different asset classes. We build, with you, an investment strategy in accordance with your wishes and objectives:

  • Listed assets

  • Structured products

  • Real estate

  • Private Equity

An open architecture for your assets

Latest Private Banking news

analyse marchés octobre 2023

October 10, 2023

L’analyse des marchés Octobre 2023 | Delubac

PAR DELUBAC ASSET MANAGEMENT Depuis le mois d’août, la situation s’est révélée compliquée sur les…

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July 22, 2024

Economic news September 2023 | Delubac

THE BRICS ASSERT THEMSELVES AGAINST THE DOLLAR The BRICS summit, which was held from 22…

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July 22, 2024

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Private banking expertise

delubac wealth management

Assets

We carry out an in-depth analysis of your family, financial, legal and tax situation and of your personal objectives. In close collaboration with your adviser, we build the most suitable asset strategy.
investments and placements

Investment

Your private banker offers you the investments that meet your needs at each stage of your life. Our investment solutions cover both traditional and innovative asset classes.

Financial advice

Financing

We work on complex bank financing transactions with high added value: cash loans, mortgage loans, refinancing of partner current accounts.*

* Subject to the acceptance of your credit file by Banque Delubac & Cie. A credit commits you and must be repaid. Check your repayment capacity before you commit.

Private Banking

The Delubac Private Banking team

Specialists in wealth management, our team guarantees the values of Banque Delubac & Cie. With strong expertise and in-depth knowledge of the business, the Delubac Private Banking team is available to offer you tailor-made services.

“Our uniqueness is our strength. We are very happy to offer our clients a unique experience, intimately linked to the structure of the bank: family-owned, expert and independent.

These values, we embody them every day. They benefit our clients both in the quality of the relationship that we offer but also in the freedom of the investment solutions that we select.

We are proud of our history and resolutely turned towards the future!”

Yoan Fourmaux

Director – Delubac Private Banking

GUILLERMIT Alexandra
GUILLERMIT Alexandra
PRIVATE BANKER
+ 33 6 47 13 58 76

Find our expertise closest to you

Our representative offices in major cities in France and Overseas Department

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