The best choice tailored to your needs
To meet your asset structuring requirements, relationship managers have access to numerous wealth management and financial planning specialists, as well as a network of experts able to meet the needs of an international portfolio. If necessary, they can enlist the help of specialist partners such as notaries, lawyers and trusts for the structuring and planning of your portfolio (donations, wills, inheritance tax, marriage contracts, etc.) and for setting up companies.
Based on a full study of your assets (equity and real estate, private and professional, national and international) along with individual analyses, our financial specialists will offer you detailed solutions that take into account each and every aspect of your assets and personal situation. The aim of asset planning is to maximise your wealth throughout your life, helping you to realise your ambitions.
Our analysis tools integrate your aims in terms of retirement or donations, as well as your charitable projects, whilst also taking into account such parameters as tax and borrowing. We analyse the various resources as well as planned or likely spending, in order to manage the allocation of funds as effectively as possible. Using your chosen parameters, we then carry out a dynamic simulation of your wealth over time and consider various alternatives.
We take into account:
- Your assets: liquid assets, goods, investments in transferable assets.
- Your financial flows: real income and expenses.
- Your longer-term plans: whether easily foreseeable (e.g. paying for your children's education, buying a second home) or as they emerge in discussions with your relationship manager.