Are you a shareholder executive of your company, an independent professional or an entrepreneur?
We can optimise your cash flow and help you to enhance your professional tool. In an increasingly complex environment, our private bankers offer support throughout the transfer process and the preparation of your retirement.
To organise the transfer of your business, specific knowledge and personalised advice are essential. Our private bankers, wealth engineers and investment bankers work together to support executives during this key stage:
Your private banker works with you to build the asset project that suits you. Depending on your objectives and your situation, we can offer you adapted solutions:
Your private banker provides you with a comprehensive range of services dedicated to your assets:
Thanks to its complete vision of your situation and market opportunities, it defines your wealth strategy and all your cross-functional needs in an ultra-personalised way.
It is our independence. It allows us to seek atypical and innovative solutions with the greatest objectivity. Our strength is therefore to adapt to the specific needs of our clients.
Furthermore, the management of a portfolio on a human scale allows our private bankers to be available and attentive to the needs of a privileged clientele. Finally, our banking licence is a guarantee of security and stability.