Your Entourage
Your needs are unique. That's why you need to surround yourself with specialists you can trust and who know you so well they can act in your best interest, grow your assets and maintain a strong relationship with you.
OUR TEAMS
Customer service
Our customer service teams are the pillars of your support team. They work closely together to manage your day-to-day operations and financial affairs. Find the team nearest you.
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PORTFOLIO MANAGEMENT
Our portfolio management team proposes global strategies that are adapted to our complicated lives. These highly experienced specialists are dedicated to designing strategies to grow your wealth.
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Financial and tax planning services
This team develops strategies to optimize your tax situation. Working with our other specialists, they’ll identify your needs and evaluate your personal, professional and family situation so they can recommend the best solution for you.
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TRUSTEE AND SUCCESSION PLANNING
This team provides solutions to protect your assets for the future of both you and your loves ones. They'll help you plan and manage your estate according to your instructions.
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PRIVATE BANKING SERVICES
Your private banker will fully dedicate themselves to you and your immediate family and will take care of all your daily banking operations. They will help you save time by suggesting financing strategies and personalized banking solutions.
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Direction
Respect and trustworthiness: these are the values that guide the actions of our management team. Each member possesses solid experience in financial matters.
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