BNP Paribas Private Banking

Quality services for our clients

BNP Paribas Private Bank offers a wide range of products and services designed to help solve the financial and wealth-management problems of large business families and private investors. At each stage of your life we can provide you with a global approach to the management of your assets not only from a financial but also from a tax and legal perspective, with the emphasis on personalised advice and management.

The services that we offer through our international network

Discretionary portfolio management
The private banking arm of BNP Paribas provides its clients with a personalised range of specialised and diversified portfolios, through its offices in Paris, Geneva and Luxembourg. Private banking portfolio management specialists manage your assets and are able to draw on the support of their colleagues throughout the Bank's international network.

Regular detailed reporting, enabling the management and performance of clients' portfolios to be monitored, is included in the portfolio management mandate.

Tax and estate planning
The private banking arm of BNP Paribas assists its clients in finding the optimal way to hold and transfer their assets.

Trust services
The wealth-management services of BNP Paribas Private Bank can set up specific structures for holding clients' assets, such as foundations, trusts and offshore companies, in order to facilitate the smooth transfer of assets, the distribution of income to future generations and protection against economic and political risks.

Wealth diversification
- Advising on property ownership -
- Advising on country land ownership
- Advising on works of art

For more information about BNP Paribas Private Bank's offer : privatebank.bnpparibas.com

In Italy

The Private Bank's offering in Italy includes :

Discretionary management
With the assistance of BNP Paribas Asset Management and the Advisory Desk, managers have the tools necessary for market analysis, and for portfolio construction and engineering.

According to the total value of the portfolio, the Private Bank in Italy will suggest portfolio management using investment funds, direct securities or a combination of the two. Agreements with 23 of the best management companies in the world allow our portfolio managers to use not only Parvest, the group's Luxembourg-based SICAV (mutual fund), but also those investment funds offering the best risk/return ratio in the markets.

This management can be carried out either under the terms of a discretionary mandate or by a life assurance policy, so adding the legal and tax benefits of life assurance to the advantages of a personalised management service.

Management with prior agreement
This is aimed at investors who wish to be more directly involved in the management of their portfolio. Each transaction is subject to the prior agreement of the investor. A team of professional traders of Private Bank Italy is responsible for suggesting investments in the various markets and supervising portfolio evolution.

Investment Services
The Private Bank offers a full range of specialised investment services including legal and fiscal advice by experts able to propose solutions which optimise the portfolios of our investment clients.

The Private Bank can also handle property transactions, mainly in Paris and on the French Riviera, and assist with transactions and management involving country estates and land holdings.

Finally, for art lovers as well as for those who would like to bring an element of diversification to their assets by investing in paintings, drawings or sculptures (from the 16th century to the early 20th century), the Private Bank can put at your disposal a specialist advice service on works of art.


BNL Private Banking

The working philosophy of the 18 BNL Private Banking centers in Italy, with a total stock amount of 8.7 billion Euros, is based on a fundamental conviction: the management of the personal asset of clients requires a trustworthy staff able to offer an updated advice.

BNL, in Italy, is able to manage in the best possible way the assets of clients as well as understand the growth margins.

The investment activity of the BNL Private Banking, on behalf of clients, is based on a system of Asset Allocation Modeling; it is to say a model that defines the financial profiles of each client according to the specific performance expectations. This model permits to measure, according also to the market volatility, the wide range of investments solutions. These solutions are continuously monitored and shaped according to the market trend.

The service model proposed by BNL Private Banking sets the portfolio products suitable for each client thanks to:

1) An analysis of the whole asset of the client through sophisticated financial tools that define the risk-return profile

2) An analysis of the client portfolio with respect to the “efficient frontier” and to the PTF model as well as the tactical actions to reposition the client portfolio on the frontier.

3) A punctual and detailed report to check in every moment the position trend, the volatility and the connected risk.