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Wealth Management Agreement |
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The aim of our Wealth Management Agreement is to offer our clients the benefit of the whole range of advisory, products and services available from a genuine Private Bank.
This Agreement is available for our clients in France, Luxembourg, Switzerland (Geneva, Basle, Lugano and Zürich) and Monaco; indeed, it constitutes our normal working relationship with our clients.
1- The personal situation of each of our clients is unique and may prove to be very complex depending on their individual objectives (to provide for their future – or that of their children – through asset growth, to integrate an international dimension for their assets held in various countries, to lighten their tax burden …).
Our Wealth Management Agreement means that the wealth management expertise of the Private Bank can be put to use for all the personal assets of our clients:
- whether for financial assets: securities, personal business assets, private equity holdings, etc.
- or for non-financial assets: properties and real estate, forests, art collections or objets d’art …
...so as to build a real wealth management strategy adapted to their needs.
Together with our clients, we carry out a global wealth diagnosis and define wealth creation scenarios to be brought into play in order to:
- optimise the structure and the management of their personal assets;
- anticipate and prepare the major stages in their life or that of their family.
2- Putting this wealth management strategy into practice calls for all the different expertise within our Private Bank.
Management expertise: in delegating the management of their financial assets to us, our clients have access to a diversified and innovative choice of management styles, some of which are not always available for a private investor: Discretionary Portfolio Management. We offer a wide range of management methods:
- management based on a selection of the best funds available on the market,
- management with an alternative component (rigorously selected hedge funds),
- management with an absolute performance objective,
- etc...
Financial expertise: should our clients prefer to make their own investment decisions, they can opt for Advisory Portolio Services and thus benefit from the support of specialists in the BNP Paribas Group for:
- financial research and analysis,
- comprehension and anticipation of trends on the capital markets,
- seeking out investment opportunities,
- portfolio monitoring.
3- In France, Luxembourg, Geneva, Basle, Lugano, Zürich and Monaco, in a form that is specific to each location, the Wealth Management Agreement is the combination of all this expertise made available for our clients’ personal wealth management; it also enables our clients to benefit from specific services reserved for signatories of this Agreement and to have access to particularly rich and selective product and investment offerings.
More information
- To find out more about local Wealth Management Agreement particularities, select the country/state of your choice (France, Luxembourg, Switzerland or Monaco) in the Country info rubric in the main menu.
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