EXTERNAL ASSET MANAGERS

WE OFFER

  • An entity exclusively dedicated to External Asset Managers and Intermediaries to provide assistance for their private clients’ needs
  • A comprehensive range of services for asset managers that is continuously improved and expanded to better meet our clients’ demands
  • A team of eight people to ensure uninterrupted service from 8.30am to 6pm (Paris time)
  • The ability to work in 6 languages
  • The unit was created in 2011 with remarkable Asset growth

KEY SERVICES

  • The capacity to handle sophisticated structures (Trusts, Foundations, Holdings, Life Insurance)
  • In-house due diligence
  • Trade executions on most Stock Exchanges and in all asset classes. Direct access to the in-house trading room
  • Online monitoring of your clients’ portfolios on a day-to-day basis, with electronic access to all correspondence
  • Investment proposals and portfolio analysis upon request
  • Comprehensive financing solutions: mortgages and Lombard credit
  • Tailored services (e.g.: Stamp Duty Computation, Tax reporting)
  • The ability to grant the delegation of client identification under scrutiny on a case-by-case basis
  • Cooperation with SEC-regulated entities to serve US clients