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.
- 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.