Personalised private banking

The protection and enhancement of wealth underlies all activities conducted at Bank Pâris Bertrand.

« Core offering »

  • Strategic Asset allocation.
  • Discretionary Management: Bank assumes responsability of investments.
  • Advisory Mandates: Bank advises clients on investment solutions – the decisions rest with the clients.

Personalisation

  • Analysis of Clients’ Assets. (This may be as exhaustive as is required for the satisfaction of individual clients).
  • Definition of liquidity, investment profiles and risk tolerance.
  • Liasion with external advisors, legal, tax, depository banks and other third party providers.

Comments are closed.