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Banque Eric Sturdza SA

Summary

About the company

Banque Eric Sturdza SA is an independent private bank providing tailored wealth-management and investment advisory services to private clients and external asset managers. Its offerings include discretionary and advisory portfolio management, wealth planning, financing solutions and asset consolidation reporting.

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Products & services

Industry:Banks

✓ Offered5

Discretionary portfolio management

Discretionary portfolio management, building diversified portfolios, allocating across asset classes, financial instruments and regions, with a tailored approach based on the client’s objectives and risk tolerance.

Investment advisory

Investment advisory, allocation and strategy recommendations, selection of opportunities across multiple asset classes, financial instruments and regions, in line with the client’s objectives.

Wealth planning

Wealth planning, wealth structuring, asset protection, estate planning, relocation, family governance and philanthropy, with integration of the tax and legal aspects.

Financing solutions

Financing solutions with portfolio-secured Lombard loans, liquidity facilities, financing of acquisitions or external investments, and asset-liability management.

Asset services

Asset services for private and institutional clients, related to asset management within investment mandates and dedicated expertise.

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Banque Eric Sturdza SA

About the company

Products & services

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Banque Eric Sturdza SA

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