Mandate 01

Private Investors

For individuals, families and family offices whose wealth demands more than a brokerage relationship — a long-horizon partnership grounded in fiduciary duty.

Service Offerings

Three pillars of our mandate.

Discretionary Management

Portfolios managed against a written mandate by a dedicated investment committee.

• Strategic & tactical asset allocation
• Direct securities, funds and alternatives
• Quarterly attribution reporting
• Tax-aware execution

Lombard & Structured Credit

Liquidity facilities secured against eligible portfolio assets, at institutional spreads.

• Lombard loans up to 70% LTV
• Real estate-backed facilities
• Bespoke margin financing
• Multi-currency revolving lines

Wealth Structuring

Cross-border planning in coordination with the client's legal and tax advisors.

• Trust & foundation administration
• Inter-generational succession
• Holding company structures
• Philanthropic vehicles

Engagement Terms

A relationship structured around a written mandate.

Each relationship is supported by a designated relationship manager and an investment committee aligned to the client's stated risk and liquidity profile.

Open an Account

Minimum Engagement

€1,000,000

Subject to enhanced due diligence under Luxembourg AML/CFT regulation (Law of 12 November 2004, as amended) and the bank's internal acceptance criteria.