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Bringing tailored solutions to every need

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A range of expertise brought together by the private banker

Entrepreneurs, families or private investors, each of our clients has specific wealth management and financial needs. In response, we offer them relevant, customised solutions managed by a dedicated private banker. Their role is to preserve our clients' interests and orchestrate the bank's wide array of expertise to help them achieve their goals.

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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Banque Privée Saint-Germain building