BNP Paribas Wealth Management: 2017 Year in Review

2017 has been a year rich in many initiatives, reports, events and awards. From innovation and entrepreneurship, to new apps and programs, BNP Paribas Wealth Management goes back in time and reviews the year, before heading to an exciting 2018!


Driven by an international ambition and the will to create a new wealth management experience for its clients, BNP Paribas Wealth Management revealed in January a series of innovative digital solutions co-created with clients and Fintechs. These new services and functionalities have been live since December 2016 and have been continuously reinforced throughout the year… and the next!

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BNP Paribas Wealth Management recently broke the bar of €10 billion invested in responsible investments, which has grown tenfold in the past 6 years, showing private clients’ desire to generate a positive impact through their investments. Responsible investments cover all asset classes and all geographies. Two approaches with different levels of risk and impact exist: multi-sector solutions and thematic solutions.

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There is a growing appetite from investors for Private Equity: 78% of existing users of this asset class are likely to invest in it in the near future, with Millennials leading the way at 84% (as shown by a new “Private Equity Report” conducted by Scorpio Partnership). Clients of BNP Paribas Wealth Management share this interest, as Private Equities allow them to invest on value creation strategies in companies and contribute to the growth of the global economy.

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Agrifrance, a specialist division of BNP Paribas Wealth Management, explored in 2017 the United States wine market, the 5th largest wine-growing area and the 4th largest market in production terms, behind Italy, France and Spain. The report also underlined the undisputed leadership position of French wines in the US top-end segment.

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The BNP Paribas Philanthropy Report reflects our willingness to better understand, serve and celebrate individual philanthropists around the world. The 2017 edition written by the Economist Intelligence Unit explored how the Next Generation of Philanthropists is shaping the future of philanthropy, balancing the weight of family legacies through new tools, technologies and strategies. BNP Paribas Wealth Management has advised more than 900 clients in their philanthropic journey since 2008 thanks to multi-awarded teams based in Europe, Asia and the US.

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Thanks to its initiatives working with clients and Fintechs to transform its digital strategy and overall client experience, BNP Paribas Wealth Management particularly stood out in 2017 within a wealth management industry currently in transition. We were ranked #2 in My Private Banking's 2017 report on “Mobile Apps for Wealth Management”, which highlights several of our new digital solutions that all have a role in improving the client journey, be it starting their relationship with us, seizing investment opportunities or ensuring the highest level of security.

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According to the 2017 BNP Paribas Wealth Management real estate report, which examines the potential for commercial and residential property across Europe, North America, Emerging Asia and Latin America, international real estate continues to be an essential asset class for portfolio diversification. That’s why we are one of the few banks in the world that offers clients a full range of different real estate investment opportunities thanks to a global team of experts.

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BNP Paribas Wealth Management’s 4th edition of the Global Entrepreneur Report revealed an increased commitment from Elite Entrepreneurs to generate positive impact: 39% of them consider it essential in assessing business performance, compared to 10% two years ago. This shift in the entrepreneur’s mindset is clear across all regions as 80% now believe that entrepreneurship is the best way to generate a global or local impact in particular relating to help safeguard the environment.

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Because the right governance is a key to success for entrepreneurial families, BNP Paribas Wealth Management launched several initiatives to meet their specific needs: in France, a 1-day event allowed experts to advise families on wealth planning, while in Belgium, an online informative platform, FamilyBiz, was launched to answer family business owners’ questions and offer access to a network of experts.

On the international level, BNP Paribas Wealth Management hosted in 2017 a global “NextGen Experience” for millennial clients. During three events hosted in Paris, Hong Kong and for the first time in Silicon Valley, a group of international, ultra-high-net-worth Millennials participated in a tailored program to prepare them to take leadership positions in their family businesses or develop their own entrepreneurial ventures.

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The new MiFID2 regulation, which will come into effect beginning January 2018, aims at increasing transparency and client protection. To meet these new requirements, BNP Paribas Wealth Management has made significant investments in digital solutions, staff training and maintaining a full range of advisory & discretionary services, so our clients can benefit from a reinforced transparency and better understanding of their investments.

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BNP Paribas Wealth Management commited once again to celebrating entrepreneurship through a global prize for women entrepreneurs, in partnership with FCEM (Femmes Chefs d’Entreprises Mondiales), the global women entrepreneur network covering 120 countries. This new award, given in its first edition to the Italian healthcare entrepreneur Dr Laura Melis, aims to highlight the role women entrepreneurs play for future generations, to inspire future entrepreneurship and to promote women in the entrepreneurial space.

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As part of our new Client Experience and enhanced suite of digital solutions, BNP Paribas Wealth Management launched The Leaders’ Connection, a brand new digital platform where co-investment meets networking. The app allows Ultra High Net Worth private investment clients, advisors and family officers to connect with peers across the globe and share co-investment ideas and opportunities.

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