Our family governance allows us to be as close as possible to your needs and to establish with you an appropriate asset management strategy. At Delubac & Cie, from generation to generation, we have been able to preserve and develop our assets thanks to this family business spirit. It is this know-how that we put at the service of our private clients and family groups in a relationship that favours
Your private banker advises you after studying your situation and your objectives. In a long- term approach, we favour caution and risk control.
By entrusting us with your capital, you benefit from top-of-the-range services and advice on the taxation of your income and your assets.
Because the family is part of Delubac Private Banking’s DNA, we work to offer each generation the opportunity to enhance the family assets.
We select investments suited to your profile and investment horizon. Our agility allows us to modify your asset strategy according to the evolution of your needs, financial markets and taxation.
Your private banker diversifies your portfolio with traditional but also innovative assets:
Enhance and grow your capital with our open architecture offer.
Preparing well for the transmission of assets is necessary for a distribution that is as close as
possible to your wishes. It is also essential for preserving the legacy and your will for your
family. Benefit from the expertise of your private banker to reduce your inheritance tax.
Anticipate in your lifetime: