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Wealth Management

Direct investment

In the world of private banking, a direct investment can take many forms, such as an investment in a company, an infrastructure project, or real estate.

Wealth Management

Discretionary mandates

A discretionary mandate is a suitable solution for investors who wish to delegate the investment decisions concerning their assets to dedicated managers.

Wealth Management

Wealth planning

Statistics show that, following its creation, a substantial amount of wealth is lost by the second and third generations of a family.

Wealth Management


An investment advisory mandate is a services suited to private banking clients who wish to be guided but play an active role in the management of their wealth.

Wealth Management

Family office

A family office is dedicated to the management of the wealth of either one family (single-family office) or multiple families (multi-family office).