Wealth management : our only line of business
More than a banking relationship !
A relation of trust
A relation of trust between the client and wealth manager, built over time, is an essential condition of success in the field of wealth management.
To build and nurture this relationship: these are the most fundamental of our traditions.
A tailor-made asset management
From the outset, our Bank has been dedicated to the management of private wealth.
The other banking services we provide are ancillary to our core activity: most of our resources are assigned to portfolio management for a demanding clientele.
For us – and this is not a “cliché” - every client is unique
Reference currency, degree of risk appetite, personal and professional circumstances, fiscal status: these are all important factors that shape the structure of the portfolio.