External Wealth Managers

Nos équipes d'External Wealth Management (EWM) sont ici pour vous conseiller selon vos financements ou vos exigences sophistiquées d'investissement. Notre service vous donnera également accès à une plateforme informatique spécialisée,  qui vous aidera à respecter toute votre garde, exécution et information.

Vos interlocuteurs dédiés vous accompagnent afin de répondre à vos besoins sophistiqués aussi bien en matière d’investissements que de financements.

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Our EWM teams offer operational excellence, facilitating access to all major European, American and Asian markets, as well as all asset classes. We ensure the quality of your executed transactions by providing:

  • Trading desks integrated into the BNP Paribas Wealth Management platforms

  • Direct access to trading desks through your dedicated Senior Investment Advisor (SIA)

  • The option to use your own brokerage network

  • Access to our investment strategy 

Our partners also benefit from a dedicated transactional platform that is flexible, exhaustive and reconcilable.


A personalized service – Senior Investment Advisors


Within a trading floor dedicated to Wealth Management, our Senior Investment Advisors (SIA) are on hand to:

  • Create customized products on demand

  • Search for and screen BNP Paribas Group funds and external funds

  • Process orders instantaneously via the dedicated execution team

  • Conduct ongoing monitoring for the review and follow-up of portfolios, investment recommendations and propositions 

SIAs deliver privileged solutions that benefit from open architecture information. Need specific information about a fund? A structured product? A particular asset class? We can provide you with details about any investment product, whether issued within or outside the BNP Paribas Group.

Take a look at our comprehensive range of open architecture investment solutions below.

We accompany you through each stage of life to help achieve your financial goals – from investing, to inheritance management, to the transfer of your company. Our specialized team can help you by:

●     Assessing your wealth

●     Structuring the transaction

●     Seeking the best partners

Thanks to the breadth of the BNP Paribas Group, our clients benefit from a complete range of investment solutions.


Life Insurance

Through our partnership with Cardif Lux Vie, we offer an effective investment tool for passing on your wealth. We also provide extensive freedom of investment, with flexible contracts and commitments.

Wealth Planning

Our wealth planning specialists analyze your objectives and limitations before offering personalized solutions to:

●     Structure your estate (acquiring, holding and passing on your wealth)

●     Assess the impact of regulatory changes and developments

●     Execute marriage settlements, donations and inheritances

Financing Solutions
Thanks to our customized Lombard lending solutions or to our mortgages, we will be able to help you finance your dreams, whether it is buying your next residence or a jet or a yacht.

Art Advisory Services

Whether you are a seasoned collector or about to make your first purchase on the art market, BNP Paribas Wealth Management provides a dedicated department specialized in all aspects of art advisory.

Learn more about our Art Advisory services


Philanthropy

Making a useful commitment to causes you care about requires time, dedication and knowledge, which is why BNP Paribas Wealth Management has developed a philanthropy offering.

Learn more about our Philanthropy offering

Agrifrance
With more than 40 years of experience, Agrifrance has a strong, diverse network of specialists in various business lines including valuation, management, new technologies, and legal or fiscal aspects.

Learn more about our rural estate service

Produits de taux

  • Couverture et analyses taux et crédit
  • Obligations gouvernementales, corporate et pays émergents en EUR, USD et autres devises
  • Sélection hebdomadaire d’obligations

 

Investissements Alternatifs

  • Matières Premières
  • Hedge Funds
  • Immobilier
  • Private Equity
  • Investissement Responsable

 

Fonds

  • Une approche en architecture ouverte via Fund Quest qui donne accès à une sélection de plus de 15.000 fonds
  • 90 fonds BNP Paribas des gammes Parvest, Parworld et BNP Paribas Asset Management
  • Des recommandations sur mesure

Equities

  • Dedicated buy-side analysts who monitor the equity markets in the USA, Europe, Japan, Asia and Brazil to deliver short- and long-horizon recommendations
  • A "top picks" trading list
  • Integration of option strategies

 

Investissements Structurés

  • Capacités sur tous les types de sous-jacents : Actions, indices et matières  premières; Devises, métaux précieux, crédit et taux; Fonds, Hedge Funds, Private Equity
  • Différents types de produits : Produits de participation créés en fonction de la vision des investisseurs sur les marchés; Produits de rendement pour les investisseurs recherchant des coupons garantis ou conditionnels; Produits à remboursement anticipé; Produits de couverture

 

Liquidité

  • Dépôt à terme
  • Devises et métaux précieux
  • Produits innovants

SUSANA RITTO
Head of External Wealth Managers Services Luxembourg
Email:  susana.ritto@bgl.lu
Telephone: +352 4242 1243

PETER DEKELVER
Head of External Wealth Managers Business Development Luxembourg
Email:  peter.dekelver@bgl.lu
Telephone: +352 4242 2855

RAPHAËL PRÊTRE
Head of External Wealth Managers Switzerland
Email: raphael.pretre@bnpparibas.com
Telephone: +41 58 212 7866 

OLIVIER WURTZ
Head of External Wealth Managers Monaco
Email: olivier.wurtz@bnpparibas.com
Telephone: +377 93 15 68 48