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Shaping your future, together

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Presentation

Listening to our clients to better serve their wealth interests

At La Banque Privée Saint-Germain, we want to help our clients bring their aspirations to life. We work with them to define the purpose they envision for their wealth then bring them bespoke solutions, leveraging proven expertise for over a hundred years.

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Banque Privée Saint-Germain building

Key figures

€ 60bn

assets under management

100+

years of history

681

employees

25

Clients present in 25 countries and on all continents

90%

of capital is held by employees and the Oddo family

Our solutions

Discretionary management

Our clients can entrust the day-to-day management of their investments to a team of specialists who act on their behalf, in accordance with their profile and objectives. We guide them towards the discretionary that best suits them through a personalised assessment.

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Advisory

Our clients who wish to retain control over the management of their investments while taking advantage from expert advice can benefit from a discretionary offering great flexibility.

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Life insurance

We carefully study the needs of each of our clients before proposing a targeted selection of French or Luxembourg contracts. Our approach leverages the favourable tax and legal framework of this product, the ideal partner in wealth management.

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Family Office

To families looking to grow and preserve their wealth for future generations, we bring global solutions based on their needs. We also handle our clients’ day-to-day private affairs.

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Banking services

For greater flexibility and convenience, we bring our clients additional financing solutions as well as current accounts with the usual payment methods.

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