Wealth Management Approach

Present in the Principality for over 25 years, we offer a wealth management approach that meets your expectations.
From management by and for you, you have access to the appropriate tools which can be combined with various financing solutions.
The same applies to payment methods...

Wealth Management

Based on a personal assets assessment, you can choose the management style that suits you best: direct management, advisory management, or discretionary management.
You have access to major markets to handle your transactions, including in the main currencies.

Making Your Financial Savings Work for You
Multiple solutions exist to boost your financial savings and meet your requirements in terms of risk and return objectives.

Subscribing to a Life Insurance Policy
Life insurance can help you achieve your wealth management goals with flexibility while benefiting from a preferential tax framework, subject to the conditions and limits of current tax regulations. It addresses several objectives: building, seeking to grow, and transferring capital, preparing for retirement, or financing your children’s education.

Investing in Real Estate
Investing in real estate assets can meet several wealth management objectives. Notably, it can provide you with rental income, house a family member, help you prepare for retirement, and manage your tax situation.

Online Banking

Your Stock Market Space: An Ally for Investing and Managing Your Contributions

From your personal online space, manage your securities portfolio in real-time on your computer or smartphone.

  • Stock Market Space Services Track your accounts and performance, manage your transactions, and invest at the right time… all simply and in real-time.
  • Scheduled Contributions The choice for consistency. Track, modify, and subscribe online to diversify and manage your savings.
  • Develop Your Financial Knowledge The Stock Market Magazine is made for you (web exclusive).
  • Give Meaning to Your Savings Together, let’s make savings greener and more responsible with a wide range of eco-responsible investments.

All investments can be a source of financial risk and must be carefully assessed in light of your own financial needs, objectives, and risk appetite.

Financing – Loans

If you have a real estate investment project, we are here to support you with various forms of mortgage loans or loans requiring other guarantees.

If you are planning to purchase a vehicle, we can support you with a loan.

If you have a boat project, our Marine Azur specialist is here to assist you.

Flows

You have access to payment methods to operate your account, through a complete range of cards (Visa, Premier, Infinite, etc.). You can manage your accounts in the main currencies.

Our Cyberplus Premium service provides autonomy and simplifies the execution of daily operations (SEPA and international transfers, credit card limit management, etc.).

Do you have any questions?

Write to us using the contact form, and one of our advisors will get in touch with you shortly.

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