Expertise. One-on-one access to your private banker, to our investment specialists, and to our partners. Transparency and flexibility. These are the three trademarks that make Banque Pâris Bertrand a wealth manager that is both unique and based on high-performance.

Wealth Management

Your wealth is our sole concern

By limiting the number of clients per banker, Banque Pâris Bertrand has sought to put private banking back on the path that constitutes its strength and values. A choice of exclusive business models allows us to focus on tailoring wealth management solutions to each of our clients. Banque Pâris Bertrand also offers its clients an opportunity to deposit their assets in another bank of their choosing, in which case, we become an independent manager who is completely focused on asset management. Our ambition: to guarantee that our interests are aligned at all times with your interests and with your wealth protection and development objectives. Our approach: interpreting events and news from the entire world to get the jump on market trends and investment opportunities in full objectivity and independence.

Private clients

Because growth in a fortune is closely intertwined with the story of a life, Banque Pâris Bertrand offers you the essence of what constitutes a trust-based, long-term relationship – a comprehensive and personalised approach to your wealth situation, a one-on-one relationship and a precise understanding of the challenges you face.

Whether you decide to entrust us with all your assets or you prefer to make the investment decisions yourself, we ensure that you have total flexibility, constant input in all decision-making processes, and absolute objectivity in choosing and implementing solutions.

Services

  • A tailored, discretionary management mandate in EUR, CHF and USD
  • A tailored advisory mandate (subject to availability, depending on jurisdictions)
  • Transaction accounts (10 possible currencies)
  • Portfolio consolidation and performance analysis
  • Life insurance polices
  • Lombard credit
  • Special access to external legal and tax consultants
  • Access to a network of depositary banks

Contact

Entrepreneurs and family offices

The Family Investment Partner (FIP) department was set up by the bank’s partners to meet those needs that are among the most challenging and demanding for our entrepreneur clients, whether or not they are organised as family offices. If warranted by your situation, we offer you access to broad skills available from a team of experienced private bankers, to ensure that you are in constant contact with the bank and all its services.

As a discrete banking partner, our Family Investment Partner department possesses its own asset allocation capacities and proprietary (thematic) investment strategies. Several large Swiss and international families and entrepreneurs have placed their trust in Banque Pâris Bertrand to manage a portion of their financial assets via this structure, which offers them both ad hoc solutions and special investment opportunities.

Services

  • Discretionary management mandates and advisory
  • Ad hoc portfolio management
  • Proprietary investment strategies
  • Private placement strategies (private equity, private debt, coinvestments, direct placements, and club deals)
  • Lombard loans and structured finance

Contact

Institutional clients

Since 2009, we support a large number of leading institutional clients who have placed their trust in us. Whether you are involved in a pension fund, a foundation or an international association, our teams commit to be by your side on the long term, with objectivity, conviction and avoiding conflicts of interests (open architecture). We propose and manage tailored made investment solutions or portfolio on public markets (equities, obligations, gold, hedge funds, mixed mandates, etc.) rather than private ones (Private Equity, Private Debt et Private Real Estate).

Asset Management :

LongRun Equity : replicating the approach deployed by private sector companies on public markets, the Business Investing strategy acts as a holding company allocating capital to its operating companies using the same corporate tools of analysis, strategic management and long-term valuation term.

Systematic Asset Management : Based on analysis of fundamental and technical factors, the Systematic approach aims to outperform the market over the long-term by combining diversified asset allocation, diversified assets, robust risk management and clear investment processes. (UCITS SMART, FAST, WISE Europe and Wise Global funds). We also offer high-performance and innovative tactical and thematic investment solutions (certificates) on gold and US Value share, for example

Hermance Capital Partners: an investment boutique specialized in private markets, created in 2016 at Banque Pâris Bertrand and developed in partnership with banks Bordier & Cie and REYL & Cie since 2018. Hermance Capital Partners offers investment solutions in Private Equity, Private Debt and Private Real Estate through high conviction strategies with attractive profiles in terms of risk and return and allowing investors to build diversified portfolios from quality private assets

Services

  • Mandates management with a clearly defined risk profile and performance:
    • Balanced mandate
    • Balanced LPP or OPP2 mandates for pension funds
    • Balanced SRI or ESG mandates
    • Thematic or specific mandates (defensive, alternative, private equity, private real estate, …)
  • Tailormade investment strategies / solutions
  • Strategic portfolio analyses
  • Strong collaboration with pension funds on advisory mandates :
    • Asset Allcation and Tactical Advice
    • Research and analysis f external investment solutions
    • Supprt to foundation Boards or investment committees by offering them services such as dashboards markets, set up positioning in the business cycle, risks and opportunities in asset classes).

Contact

Alexandre Poisson, Head of Institutional