OUR SOLUTION-DRIVEN APPROACH

Drawing on 150 years of experience at BNP Paribas, through millions of client cases and feedback, we ensure the highest level of standards in our investment strategy and digital solutions to achieve a positive impact on your future development.

A solution-driven approach tailored to your needs

Whatever you need, a team of world-class experts will remain by your side throughout the journey.

Relationship Manager

The relationship manager is a personal trusted partner who understands your goals and needs ands is supported by a team of experts who structure your wealth.

Portfolio Advisor

The Portfolio Advisor provides you with mandates and/or investment recommendations depending on the level of support and interaction you require.

Sustainability Officer

The Sustainability Officer identifies your impact profile, and provides you with analysis and recommendations on the sustainability level of your portfolio.

Wealth Planner

The Wealth Planner helps you to reach personal goals and assists in the process of transferring your business assets to the next generations, while guiding and advising you every step of the way.

Credit Officer

The Credit Officer analyses and reviews with you your potential financing needs to build credit tailor-made solutions.

Customised wealth planning solutions

WEALTH STRUCTURING

Our experts recommend, the most appropriate wealth structures adapted to your jurisdiction and any changes in your personal situation and goals.
A large number of legal structures are proposed, such as holding companies, trusts, foundations and partnerships.

REAL ESTATE PLANNING

We select the most tax efficient holding structures for Real Estate and Corporate investments.
Together, we help with the disposal of your Real Estate or the transfer to the next generations.

TRANSMISSION

Together we prepare or review your will, gifting, retirement plans and life insurance policies.
We recommend the most adapted structures to manage family governance issues, segregating voting powers and financial rights through a specific vehicle, etc.

LEARN MORE

Strategic-A

By integrating your personal objectives and needs, our Strategic-A experts offer you a highly personalised and invaluable view of relevant and efficient allocation choices for your wealth in the future.

LEARN MORE