Quality services for our clients

BNP Paribas Private Bank offers a wide range of products and services designed to help solve the financial and wealth-management problems of large business families and private investors. At each stage of your life we can provide you with a global approach to the management of your assets not only from a financial but also from a tax and legal perspective, with the emphasis on personalised advice and management. Our experts will strive to understand your needs and goals to translate them into a wherent and flexible asset management structure from basic advice on asset allocation to more complex matters such as structured product, hedge funds, mutual funds, private placement and jet/yacht financing.
All the teams in the region are capable of managing accounts onshore as well of offshore, namely in Switzerland, Luxembourg, Paris, London, or Jersey. This gives clients the flexibility of having their account in a jurisdiction which is convenient to them while having the proximity of their private bankers locally.


The services that we offer through our international and regional network


Discretionary management mandate
This is the ideal formula for clients who cannot or do not wish to manage their assets themselves.
You delegate this work to our highly experienced team of portfolio managers, who will ensure quality investments adapted to your specific needs.

Portfolio advisory mandate
If you are familiar with the workings of financial markets and wish to manage your portfolio yourself, this is the solution for you. You can take advantage of advice from our specialists in investment strategy, stock selection and specific products, and benefit from inventive new products.

Financing products
You have ideas, objectives and projects. We help you to realize them through a comprehensive range of financing products, which can be adapted to your asset structure and tailored to your needs.

Regional and Islamic products For the investors having an appetite for regional products, we propose a customised product offering such as regional sukuk issues and regional mutual funds. In addition, our BNP Paribas Islamic Banking Unit (BNP Paribas Najmah) also offers our Islamic clients a range of Shariah compliant products and services.


Tax and estate planning
Comprehensive guidance: Comprehensive guidance: The tax specialists and lawyers who make up our international tax and estate planning team advise you on the many different aspects of financial planning. We help you to select and put in place appropriate legal structures, including trusts, family foundations, international holding companies, life insurance products, private investment companies and investment funds.

"Personal, the Advisory Partnership": an exclusive partnership for ultra high net worth individuals

Meeting high expectations: Affluent individuals have specific needs related to the complex structure of their assets and the sophisticated nature of their requirements. They expect a global approach to the financial, legal and tax aspects of wealth management, embracing tailored financial products, optimum tax treatment of business assets and appropriate structuring of philanthropic activities. Accordingly, a multidisciplinary taskforce has to be set up to develop integrated solutions. This is where "Personal, The Advisory Partnership" comes in.

Trust services
The wealth-management services of BNP Paribas Private Banking can set up specific structures for holding clients' assets, such as foundations, trusts and offshore companies, in order to facilitate the smooth transfer of assets, the distribution of income to future generations and protection against economic and political risks.


Wealth diversification

Advising in the sphere of real estate: BNP Paribas' specialised Real Estate Research and Transaction subsidiary, known as BETI, makes a complete range of personalised services available for Private Banking clients, particularly “turn-key” assistance in all types of real estate transactions, mainly in Paris and on the French Riviera (BETI contact)

Advising in the sphere of rural property: AgriFrance, a subsidiary of the BNP Paribas Group, offers its clients information and assistance with property transaction, as well as a service in evaluating rural property assets and in estate management.

Advising in the sphere of rural property: AgriFrance, a subsidiary of the BNP Paribas Group, offers its clients information and assistance with property transaction, as well as a service in evaluating rural property assets and in estate management.

Advising in the sphere of art: Art Investment Advisory, a BNP Paribas subsidiary, offers its experience and savoir-faire to Private Banking clients at each step in their decision-making process: authentication and valuation of works of art, negotiations for buying and selling, management of art collections…

For more information about BNP Paribas Private Bank's offer : privatebank.bnpparibas.com