Millennials: Take the Fast Track to Wealth Management!

Would you define yourself
as an entrepreneur, a business owner, an expert,
an heir, an heiress, a student, a graduate, a mother or a father? A sister or a brother?

In any cases, we want to bring your vision to life.

We pave the way to your success using 3 ingredients: Simplicity, Pro-activity and New Connections.

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SIMPLICITY

 

  • Use a one-stop shop for international and sustainability banking including but not limited to family governance, succession, estate planning, international relocation, market & investment coaching sessions.
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PRO-ACTIVITY

 

  • Try a new generation of digital asset allocation & impact designer tools
  • Ask us about our Smart solutions in New Technology, Real Estate and Impact investing
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NEW CONNECTIONS

 

  • Join an international network of Millennials
  • Leverage on BNP Paribas’ 200 years track record of corporate banking helping businesses of all sizes to grow responsibly across the world
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YOUR TRUSTED WEALTH SUPPORT

 

Your Relationship Manager will make your life easier by providing detailed financial statements, checking legal contracts, sending recommendation letters, etc.

Via the e-banking tool, you can manage your cash balance, receive investment proposals in a secure chat, market updates, e-statements and place stock market orders.

Please note that the range of services varies from one country to the next.

 

 

WEALTH STRUCTURING  & TRANSMISSION

We provide tailor-made wealth structures based on a
diagnosis of your personal preferences and goals.

A specific attention is paid to family governance aspects to avoid family conflicts.

We work with you to tackle and resolve any civil law issues in your family while
considering at the same time the potential financial
consequences for you and your loved ones.

We help you to organise during your lifetime the disposal of your personal
wealth and the transfer to the next
generation.

 

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FLEXIBLE COACHING SERIES


Stay up-to-date with new investment strategies, other families’ experiences and high profile entrepreneurship stories.

Learn the principles of investing, estate planning, tax, financing, SRI and impact investing.

From tailor-made training programmes to social events, we adjust our teach-in programmes to your level of knowledge.

 

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RELOCATION PACKAGE

 


Are you relocating to another jurisdiction? Do you live in two or more countries?

If so we can help you navigate a new financial landscape

Administrative, tax, and legal aspects of your relocation: overview of income, inheritance and gifting tax, transferability of financial investments, timing of sales and arbitrage.

Benefit from day-to-day operations with banking & credit options for new clients, design a customized investment plan, use a home relocation assistance, a healthcare plan, school & childcare programmes.


The range of services may vary from one country to the next.

 

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ASSET ALLOCATION DESIGNER

 

A New Generation of Digital Tools
A portfolio planner & performance booster,  
an impact profiler

Impact consulting
Where would you like your investments to stand across the sustainability spectrum?

 

 

STRUCTURING  & RISK MANAGEMENT STRATEGY


Efficient Holding Structure
Consider legal and tax aspects of assets ownership

Financing solutions
Residential property financing in multiple locations,
Pledge your financial assets to borrow money and reinvest in an investment portfolio or in other projects.

Insurance Solutions
Protect against pre-defined risks & provide liquidity solutions in the event of pre-identified events

 

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SMART SOLUTIONS

 

Thematic Funds  
In Health Care, Demographics, Environmental, Social, Inclusiveness, IT Technology

Structured Products
Baskets of Tech names with lower entry points

Direct investments
Private placements, Co-investment opportunities, Controlling & minority stake acquisition

Smart Real Estate  
Access the” Silicon Valleys” of Europe, Smart & Sustainable buildings

Private Equity
Exclusive access to prestigious managers

Philanthropy strategy
Discuss whether to pursue or reorganise the family philanthropy or start your own project.

 

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THE NEXT GEN EXPERIENCE

 

INSPIRATION FOR INVESTMENTS

INSPIRATION FOR INVESTMENTS


PARIS

EXPLORE PERSONAL, FAMILY & SOCIAL ENDEAVOURS - HONG KONG

EXPLORE PERSONAL, FAMILY, & SOCIAL ENDEAVOURS

HONG KONG

INNOVATION FOR IMPACT - SILICON VALLEY

 INNOVATE FOR IMPACT


SILICON VALLEY

The Next Gen Experience takes place in three of the world’s most vibrant business centres: Paris, the Silicon Valley, and Hong Kong.

Delegates exchange on driving innovation through investment, experience company visits, do live pitch sessions, and cover subjects such as entrepreneurship, impact investing, multi-generation and family wealth.

Furthermore, the Next Gen Experience is founded on networking with purpose-driven NextGenners from the four corners of the planet.

 

 

 

A business network

BNP PARIBAS SERVICES TO CORPORATES



Boost your company’s growth and its international expansion!

Leverage on our unrivalled international presence, responsible offering and deep longstanding relationships with the broadest investor base.

Your Relationship Manager will select the most suitable experts within the BNP Paribas ecosystem to cater to your specific needs.

 

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6 FREQUENTLY ASKED QUESTIONS

 

 

Designing a strategic asset allocation is the solution!

Our exclusive Strategic-A tool does that, based on your specific objectives, projects and constraints, our team of experts analyses the strategic asset allocation of your wealth and highlights potential improvement areas.

Strategic-A is a powerful decision-making tool that helps you to identify and clarify key strategic asset allocation guidelines for the future, for instance in a transmission context or following the sale of a company when there a significant amount of cash to invest.

Key steps of a Strategic-A analysis are the following: first of all, our experts give you a consolidated picture of your global wealth by asset class, whatever the bank, whatever the asset, including illiquid and unlisted assets (such as direct Real Estate, Private Equity, private companies, land …); then, based on our robust proprietary quantitative modeling, they provide you with a thorough risk-return diagnostic of your wealth allocation; finally, they investigate and modelise potential scenarios to optimise your portfolio allocation in order to better reflect your investor profile and your specific needs.



Whether you wish to be in control of your investments or prefer to entrust a team of specialists, our team of investment advisors and your Relationship Manager help you identify suitable solutions.

They explain the risks and opportunities of underlying investments so you know the potential outcomes/scenarios. In addition, our investment recommendations are rated in-house to measure their sustainability level.

 

  1. Identify your sustainability profile, both as an investor and as a philanthropist via our proprietary tool: myImpact
  2. Determine the level of impact you wish to have with your Relationship Manager
  3. Implement the impact solutions that match your personal convictions
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Our wealth planning strategists can help. The specialists review and recommend, on an ongoing basis, the most appropriate wealth structures adapted to each jurisdiction and any changes in your personal situation and goals.
Our wealth planners work hand-in-hand with your personal advisors to provide the best solutions, in a strictly neutral and confidential way.
Anyway, the safest option is to have a plan in place in the event of some pre-determined scenarios that could impact the transfer of the family’s wealth.


Our Strategic-A tool helps investors define the optimal asset allocation in light of their objectives, risk tolerance and other constraints.
It is a unique tool insofar as it takes into account all asset classes, including illiquid ones (such as Private Equity, Real Estate, land – such as vineyards) and delivers a 360° scope of an investor’s wealth. This allows us to conduct a bespoke analysis of long-term strategic asset allocation simulations.


BNP Paribas has been helping businesses of all sizes in 68 countries to grow responsibly worldwide for 200 years.

Your Relationship Manager will select the most suitable experts within the BNP Paribas ecosystem to cater to your specific needs.

Our expertise is organised by business line:

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CORPORATE & INSTITUTIONAL BANKING  

Corporate Banking, Financing, cash management and financial advisory services
Global Markets, Capital markets investment and financing
Securities Services,  Securities custodian and administrator

INVESTMENT & PROTECTION SERVICES

BNP Paribas Cardif, Insurance
BNP Paribas Asset Management, Asset Management
BNP Paribas Wealth Management, Private Banking
BNP Paribas Real Estate, Real Estate services

RETAIL BANKING

BNP Paribas, French Retail Banking
BNP Paribas Fortis, Retail Banking in Belgium
BNL, Retail Banking in Italy
BGL BNP Paribas, Retail Banking in Luxembourg
International Retail Banking: Retail Banking out of Euro Zone
Arval, Equipment Solutions
BNP Paribas Leasing Solutions, Financial solutions and services for professional equipment
BNP Paribas Personal Finance, Credit for individual customers
BNP Paribas Personal Investors, Digital banking and investment services
Nickel, Account service open to all