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
• 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