Private Banking family groups and private clients
Family wealth management is part of our DNA. Our independence and our family governance make our bank your best ally in understanding your needs.
Your private banker supports you in the management of your assets: preservation, development and transmission as well as in the financing of all your projects.
Preserve your assets
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.
Develop 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:
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equities and bonds
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UCIs and dedicated funds
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private equity
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real estate
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structured products
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crypto-assets
Enhance and grow your capital with our open architecture offer.
Transfer your assets
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:
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organising donations
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drafting and execution of wills
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estate planning
Asset financing: invest while preserving your cash flow
To finance a project, an unforeseen event or seize an opportunity, we provide you with financing solutions. Delubac Private Banking allows you to make new investments without affecting your cash flow or modifying your asset strategy. We help you to clearly define your project and choose the most suitable mode of financing: asset-backed credit facilities, mortgage loan, etc. See all our financing offers to meet all your needs:
360° support for large families
Delubac Private Banking offers you comprehensive support thanks to the synergy between the different entities of the Delubac Group. For your personal and professional projects, your private banker remains your privileged contact to benefit from our expertise.
Asset management
Discover our discretionary management offer and our funds adapted to the needs of private clients.
