A comprehensive wealth management approach for a made-to-measure service

Does your situation, professional or private, require a personalised review of how you manage your wealth? With its comprehensive wealth management approach, BNP Paribas Fortis Private Banking offers state-of-the-art responses adapted to your specific needs. For its new clients, moreover, the relationship with the Private Bank is now defined in a framework contract, the Global Agreement, which sets out our commitments to you.

 

The starting point for this relationship is a detailed examination of the situation of your wealth. This wealth audit is based on a comprehensive analysis of your personal and professional situation and of the structure of your wealth and income.

 

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Themes

Your private bank

Your private banker is your point of contact for all the financial services and advice offered by BNP Paribas Fortis Private Banking. He or she will be at your side through every phase of your life and can call on the services of BNP Paribas Group's many specialists.

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Wealth structuring

On the basis of an in-depth analysis of your situation, both personal and professional, as set out in the wealth audit, your private banker will advise you on the best way of structuring your wealth.

Wealth structuring

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Investments

Putting together a properly diversified portfolio, monitoring it and evaluating investment risk: these are major challenges for every investor. We will look after the implementation of your wealth management and financial strategy, on the basis of your own preferences.

Investments

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Credit facilities

To help you cope with an unexpected expense or plan a long-term investment without dipping into your cash reserves, we offer you a variety of financing solutions. The comprehensive wealth management approach provides for regular evaluation of your borrowing needs.

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Insurance

Protection for those close to you and for your assets is an integral part of a comprehensive wealth management approach. In addition to offering access to some irresistible investment products, we will work out – together – how to achieve optimal cover for your particular risks.

Insurance

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Daily banking

Within the framework of the comprehensive wealth management approach, you can take advantage of the favourable terms offered by the Private Bank. These make management of your accounts and the use of your cards much easier.

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