Personal relationships are the foundation of our wealth management approach. Our bankers get to know their clients well, understanding their unique personal and professional situations and their personal and financial goals by spending time with them in order to design and implement personalised private banking strategies.
At a time when many are opting for standardised offerings within private banking, we believe in personal relationships and bespoke investment solutions, powered by cutting-edge technology. This is our strength – we are bespoke solution providers, we are advisors not sellers.
In our view, private banking is about helping our clients achieve their goals and realise their dreams. Are they thinking of moving abroad? Are they going to sell their company? Are they looking to retire early? Based on our clients’ goals, we reassess their wealth architecture and make adjustments over time to preserve and grow their assets for the future. We operate with a long-term perspective, ensuring stability and continuity, and we deeply value the trust our clients place in us – many of whom have been with us for many generations.
portfolio management & wealth planning
We are not generalists: we do a few things very well. We are true investment specialists offering unparalleled, decentralised portfolio construction tailored to our clients’ needs, wherever they live. We provide our clients with a dedicated private banker who works with our investment team to build portfolios according to our clients’ specific risk profile and objectives, and align their investments to their values and sustainability preferences. Our investment perspectives and analysis are delivered by experts who cover fixed income, equities, real estate, private equity and more.
Our in-house wealth planning experts take a holistic, global yet personalised approach to assessing our clients’ needs. We tailor the management of their wealth depending on their tax environment, country of residence and individual circumstances. We also structure assets to anticipate specific events, such as moving abroad, selling a business or gifting, whilst ensuring loved ones are protected.
cutting-edge technology
We believe that state of the art technology is at the heart of successful banking solutions – innovation is one of our core values and we are bold in our vision and daring in the ideas we generate to achieve it. All our wealth management expertise is supported by cutting-edge technology. Over the last thirty years, we have invested in an award-winning, single global technology platform.
MyLO, our client interface, offers much more than e-banking. It provides an at-a-glance overview of all your investments, positions and performance information, within an intuitive and highly secure digital environment.
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