Your personal point of contact
Your Private Banker is your central point of contact for any questions in relation to your assets. Private Bankers work closely with our team of experts for loans, insurance, investments, taxation and inheritance planning. They coordinate all the advice and expertise for your assets.
Your Private Banker has the support of an assistant. Together they make sure you always get the best service.
You can meet your Private Banker where it suits you best: at a Private Banking Centre, at your home, at your place of business or at a BNP Paribas Fortis branch near you.
A tailored approach to your assets
We work with you to draw up an ‘Assets Balance Sheet’: this is a detailed inventory of your private and business capital that also includes all your assets and liabilities, the makeup of your family, the structure of your company, important clauses of your marriage contract, etc.;
We analyse your objectives and ambitions, your projects and your expectations of our service;.
We work with our team of experts to provide solutions that are tailored to your needs and requirements.
The team behind each Private Banker
If you need any advice on inheritance and tax optimisation, your Estate Planner will safeguard the future of your assets.
- A long-term vision of the evolution of your assets
- Implementing solutions based on your objectives
Funds & SRI Specialist
Make your assets more dynamic by investing in a fund. We will offer the necessary expertise.
- Detailed information and expert advice
- An approach in line with your investor profile
Patrimonial Lending Officer
The Patrimonial Lending Officer is the perfect intermediary to find out which credit solution is best for you.
- A thorough study of your file
- Solutions that offer you the most benefits