BNP Paribas

Wealth Management

BNP Paribas (Suisse) SA - Wealth Management

Investing for the long term, capital preservation and optimized returns are the pillars of our philosophy. We offer a wide choice of highly effective investment vehicles, ranging from asset allocation advice to discretionary portfolio management and tax and estate planning services. Over and above their technical prowess, our investment teams share the same values: a strict code of ethics based on confidentiality and a commitment to providing genuine service.

To discover our products and services, visit our website www.privatebanking.bnpparibas.ch

Offer overview

Financial engineering
Our analysts specialize in specific geographical regions (Europe, United States, Asia, Emerging Markets) and products (equities, bonds, forex, investment funds, alternative products). Each group analyses, monitors and recommends companies as varied as our clients' investment profiles.

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.

Tax and estate planning

  • 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.


Independent wealth managers

  • Winning the confidence of our partners: Our experience and expertise are widely acknowledged by professionals in the private banking sector. The number of independent wealth managers who choose us as their custodian is increasing. They value the skills of our specialists as well as our attitude towards partnership. The confidence they place in us is a further guarantee of reliability for our clients and a clear expression of our proven partnership philosophy.

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