Home / Solutions for IFAs

Solutions for IFAs

A personalised approach

The ‘Partner Relations’ team at Banque Delubac & Cie supports Wealth Management Advisers and Insurers day to day in their choice of investment vehicles adapted to the needs of their clients.

Our goal
To offer you a complete and innovative range of banking and financial products and services together with personalised solutions specially designed for the multiple needs of your clients: retirement, savings, maximising taxes, etc.

Our solutions for IFAs

Day to day banking

compte en ligne CGP

Classic banking services are available: current account, payment method, passbooks, term accounts, etc.

100% electronic process for opening accounts online from our platform.

Maintaining securities accounts

comptes-titres CGP

Discover the best solution and choose the investment vehicle that suits you best:

  • Securities accounts

  • PEA, to invest primarily in equities of countries of the European Union

  • PEA-SMEs, to invest in shares of SMEs

Financial products

placements pour CGP

Through an extensive listing from around fifty management companies, you have access to:

  • nearly 200 investment funds,

  • structured products and ETFs,

  • a wide range of FCPI and FIP,

  • management mandates via 5 wealth management profiles,

  • the ability to create your dedicated funds with Delubac Asset Management

Asset based loan

crédit patrimonial aux CGP

Real asset tool, asset based loan, via Lombard Credit or Mortgage Credit.

This solution notably makes it possible to increase wealth by credit leverage, or to meet cash flow needs without impacting wealth management strategies or be forced to sell existing investments.

Our products catalog

Our funds

OPC pour CGP

Go to the product catalog of the listed UCI’s below

Funds prospectus

OPC référencés

Check the prospectus funds

An innovative digital offer

To facilitate the management of your clients’ accounts on a day-to-day basis, you could combine the accounts held in our books via your secure access on the O2S-Harvest.

To make it easy to open accounts remotely (current accounts, securities accounts, PEA and PEA-PME), we have created a 100% digital platform.

To make your clients’ operations easier on a day-to-day basis, our teams are constantly improving the performance of our digital applications – you can download the eDelubac application on your smartphone and tablet.

solutions dediees aux cgp une offre digitale innovante

Our team