Wealth management has been our Bank’s main business for over 130 years. As the Crédit Agricole Group’s main Private Bank, we manage CHF 50 billion in client assets and have built up a worldwide network of business locations.
With our products and services, we aim to protect, manage and support the transmission of our clients’ wealth. For this, our managers’ first task is to clearly identify our clients’ overall situation and objectives so as to develop long-term relationships of trust.
Our managers and market specialists offer our clients tailored, personalised support to ensure that they benefit from the investment approach that most closely matches their requirements.
Firstly, we analyse our clients’ overall asset and tax position. Our tax and private law specialists offer clients the most appropriate solutions and instruments for tax and asset optimisation.
We offer three types of management approach, depending on the degree of involvement sought by the client:
- for clients wishing to delegate management of all or part of their assets, we offer discretionary portfolio management, trading portfolio management and discretionary management of structured products
- for clients wishing to make their own investment decisions but with the benefit of expert advice, we can provide direct access to market experts in the areas of securities and currency investment
- for the most sophisticated clients, a range of products and services based on open architecture is available, together with sound advice from a dedicated manager: private equity, structured products, investment funds, forex and precious metals products, real estate investment and financing