Our approach

In order to offer you personalised advice and get a comprehensive overview of your situation, your Personal Banker will invite you to an interview with the following objectives:

To listen to you and analyse your situation with regards to the following three essential areas: the management of your assets, the protection of your family and the implementation of your future projects.
To provide you with a complete solution that meets all your requirements and gives you perfectly adapted advice in the three aforementioned areas.
To ensure, together with you, that we have all the necessary information about you in order to guarantee the exactitude of our advice.

After analysing your situation, we will draw up a personalised assessment based upon which your Personal Banker will provide you with an individualised report and will support you on a daily basis in order to establish a trustworthy long-termrelationship.

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