Anseris, a leading group of wealth management consulting firms and Banque Delubac & Cie, are strengthening their partnership by announcing the creation of a concept of "wealth management and banking advice".
“In coopting with a group which shares the same mind set and values as us, our objective is to provide all Anseris partners with a complete banking offer” explains Franck Lepetit, Managing Director, Delubac Savings Management Bank.
To meet the increasingly specific expectations of banking clients, Banque Delubac & Cie offers a complete range of adapted banking solutions: day-to-day banking (current account, passbooks, means of payment, etc.), asset credit via Lombard or mortgage credit, maintenance of custody accounts, PEA and PEA-PME; and, for professionals and companies, support in the financing of customer receivables (Dailly, discount, factoring) as well as international know-how.
This partnership with company directors and shareholders will also allow the group’s associate firms to put the experts at Banque Delubac & Cie in touch with their clients wishing to obtain advisory services in mergers and acquisitions and in financial market operations.
To simplify customer support for all of these banking services, Banque Delubac & Cie has developed a dedicated 100% digital platform offering Anseris partners a digital customer journey and allowing them to access a whole range of tailor-made financing solutions for all of their customers.