External Wealth Managers
Whether you are an Asset Manager, a Multi-Family Office or an Independent Financial Advisor seeking for a tailor-made solution to help you develop your business or assist your clients.
BNP Paribas supports the financing, investment and patrimonial projects of your clients by offering personalized wealth management solutions to fulfil your client's needs and exceed their expectations.
Your client's needs can be many: additional liquidity to seize an investment opportunity, finance a residential or a commercial real estate project, or, searching for expertise in the wealth-planning environment. Entrust us by sharing your client's ideas and benefit from expert advice through a comprehensive global service offer.
In an increasingly complex regulatory environment, you can count on a team of dedicated wealth managers to help you develop the projects of your clients on an End-to-End principle.
FINANCING
Your Needs as an External Wealth Manager
· Manage your client’s standard and complex financing needs
· Benefit from a wide offer of tools to perform efficiently for your clients
Your client’s Needs
· Get access to short term facilities, leverage on an existing portfolio, Forex and derivatives operations
· Finance residential or commercial real estate projects for your clients in Switzerland and abroad (France, Monaco, UK, Germany)
· Acquire an exceptional property
· Non standardised credit approach
Our Solutions
· Customized Lombard credit solutions (currency, rate types, structure, maturity).
· Acquisition, liquidity extraction, refinancing
· Multi-currency financing, pre-and post-delivery
· Capacity to offer Sharia compliant financing solutions to our Key Clients
· Single security financing
CUSTODIAN BANK
Your client’s Needs
· Execution of orders
· Diversification of assets
· Monitoring of portfolios
· Seeking for an adapted pricing approach
Our Solutions
· Direct access to the trading floor (options, futures, obligations, forex) until US official closing hours
· We offer a strong balance sheet
· Access to a personalised and secured digital web platform
INVESTMENTS
Your Needs as an External Wealth Manager
· Receive multi assets investment ideas
· Get expertise from investment specialists for each asset classes
· Get direct access to a trading floor
· Education through specific dedicated events for the financial industry (FX, ISR…)
Our Solutions
· Access to an open architecture investment universe: Equity, Bonds, Commodities, Funds, Structured Products, alternative investment (Private Equity/Real Estate/ Socially responsible investments)
· Weekly customized recommendations in line with our investment strategy
· Network of qualified and available experts
· Portfolio analysis on ISR impacts
DIGITAL OFFER
Your Needs as an External Wealth Manager
· Consolidation of your client’s assets in all your depositary banks
· Data management
· Handle group orders
· Security and quality execution processes
Our Solutions
· “myWealth” E-banking solution for your clients
· Effective and dedicated digital solution adapted to your utilisation from an external provider
WEALTH PLANNING SERVICES
Your client's Needs
· To be supported with the management of their life insurance contracts
· Insure the structuration and the transmission of their estate / Wealth Planning Solutions
· Manage efficiently the transfer of a company / Corporate Finance Solutions
· Available Experts to analyse each problematic
Our Solutions
· Partnership with Luxembourg and irish life insurances companies and Brokers
· Diagnosis, analysis and support in the following fields: wedding contracts, donations, legs, moving to Switzerland or abroad, tax…
· Asset valuation, structuring of a transaction, search for the best fitted partners
SRI OFFER
Your Needs as an External Wealth Manager
- Define a responsible investment strategy for your clients
- A tailor-made offer for your clients that includes 3 packages:
- SRI Information
- SRI Portfolio analysis
- SRI Improving your portfolio
Our solutions
- A single point of entry through a global banking partner to become a “responsible” advisor and let your customers give a purpose to their investments
- An exclusive access to our MyImpact digital tool
FOREX PRIME BROKERAGE
Our solutions
- Benefit from direct access to 13 Liquidity Providers (brokers/dealers) through our London-based Investment Bank
- An efficient model that has proven itself
- A clearly differentiating offer that sets us apart from our main competitors
- The ability to place Spot, Swap, Forward, NDF & Options orders
MULTI-SETTLEMENT / STRUCTURED PRODUCTS
Our solutions
- The ability to subscribe for structured products on the primary market on behalf of clients deposited with BNP Paribas but also with your other main custodians
- A faster and easier access to our Business Bank.
- An attractive pricing for your clients
We are also able to support you proactively on other business cases to help you optimise efficiently your business model. For more details, contact our Geneva or Zurich offices:
Raphael Prêtre - Head of External Wealth Managers Switzerland
With more than 25 years in finance, including more than 20 at BNP Paribas, Raphaël is in charge for business development of EAM/MFO segment. He holds a bachelor's degree in economics from the University of Geneva. Languages spoken : French, English / raphael.pretre@bnpparibas.com
+41 58 212 70 51
Jan Karban, Team Leader External Wealth Managers Zurich
Based in Zurich, Jan Karban is both Relationship Manager and Team Leader External Wealth Managers. Jan holds a master's degree in bank/finance and works since 35 ans in the banking sector. Languages spoken: German, English /jan.karban@bnpparibas.com
+41 58 212 64 58
Rodolfo Lia, Team Leader External Wealth Managers Lugano
With over 20 years of experience in the banking industry, 15 years within BNP Paribas, Rodolfo is responsible for managing the Lugano team and is certified Private Banker and holds a master's degree in bank/finance. Languages spoken: Italian, French, English / rodolfo.lia@bnpparibas.com
+41 58 212 43 09
Why choose BNP Paribas (Suisse) SA ?
