WEALTH MANAGEMENT SERVICES

You have a capital contribution of more than 5 million euros, our Wealth Management team can provide you with with services and offers to give you the impetus you need to exceed your objectives.

Wealth management services

 

A service commensurate with your wealth

A service commensurate with your wealth

BNP Paribas Wealth Management’s teams are by your side to support you and your family over the long term. To achieve this, we have built a set-up that is centered around your projects and goals.

At your service every day, we offer tailor-made and innovative solutions to guide you in your investment choices and facilitate your decision-making. Our ambition is to bring you our expertise and commitment in a human relationship based on trust.

    

 

A solution-driven approach tailored to your needs

Whatever you need, a team of world-class experts will remain by your side throughout the journey.  

Relationship Manager | BNP Paribas Wealth Management

Relationship Manager

The Relationship Manager is your personal trusted partner who understands your goals and needs, and is supported by a team of experts who structures your wealth.

Portfolio Advisor | BNP Paribas Wealth Management

Portfolio Advisor

The Portfolio Advisor provides you with mandates and/or investment recommendations depending on the level of support and interaction you require. 
 

Sustainability Officer | BNP Paribas Wealth Management

Sustainability Officer

The Sustainability Officer identifies your impact profile, and provides you with analysis and recommendations on the sustainability level of your portfolio.  
 

Wealth Planner | BNP Paribas Wealth Management

Wealth Planner

The Wealth Planner helps you to reach personal goals and assists in the process of transferring your business assets to the next generations, while guiding and advising you every step of the way.  

Credit Officer | BNP Paribas Wealth Management

Credit Officer

The Credit Officer analyses and reviews, with you, your potential financing needs to build credit tailor-made solutions.  

 


Choose your preferred management style

You have the choice: either to manage while remaining a decision-maker and benefitting from the advice of financial experts, or to entrust the management of your wealth to us.

Discretionary Portfolio Management
Discretionary Portfolio Management
You entrust the day-to-day management of your investments to a team of experts. Through designed or fully personalised mandates, your assets are monitored on a daily basis with regular and comprehensive reporting.
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Advisory Services
Advisory Services
As part of our Advisory Services, you will receive trade alerts, as well as proactive personalised advice with detailed investment suggestions. You will benefit from our best investment ideas and recommendations with monitoring, allowing you to make your own investment decisions.
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Execution Services
Execution Services
Execution Services provide you with experienced staff who will facilitate your access to global markets (Equities, Bonds, Derivatives, Currencies, Precious Metals). We take care of all the administrative aspects, including order execution and brokerage reports.
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At the forefront of sustainability | BNP Paribas Wealth Management

AT THE FOREFRONT OF SUSTAINABILITY

We are committed to making a sustainable and inclusive contribution to the environmental, technological and economic challenges of our time.

   

More information?

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