YourPrivateBanker.ch An independent and professional private banker's eye on private wealth management  Why independent? Why Professional? More than fifteen years in Private Banking counselling and servicing high networth individuals in the Middle East and in Europe, including the estate planning and wealth management aspects, backed by a CEFA and a MBA, will help me fulfilling almost any client expectations, private or professional, as an independent consultant, i.e. with no commercial constraint, allowing a neutral approach. Overall strategy One bank can provide you information on one portfolio of assets. But you need to have a global look over all your assets in all yours accounts to benefit from a real risk management, an effective estate planning and a comprehensive global assets allocation. Global Asset Allocation Is it done to meet your needs or to maximise the bank's profits? Does it take into consideration that the same security can be held in two portfolios? Are the investment funds well taken into account? Global Risk Analysis This is something now people consider. But did they in 2000? Is your global asset allocation efficient? Are your portfolios correlated? Estate Planning If you cannot transmit properly your estate to your beloved ones, will they enjoy this extra 1% or 2% performance you worked hard to get? Estate Planning is then a crucial element of your wealth's management since your inheritors won't have you to help them when the time will come. Tax Consulting It is legal not to pay too much tax. Do you know it?

YourPrivateBanker.ch

An independent and professional private banker's eye on

private wealth management

Why independent? Why Professional?

More than fifteen years in Private Banking counselling and servicing high networth individuals in the Middle East and in Europe, including the estate planning and wealth management aspects, backed by a CEFA and a MBA, will help me fulfilling almost any client expectations, private or professional, as an independent consultant, i.e. with no commercial constraint, allowing a neutral approach.

Overall strategy

One bank can provide you information on one portfolio of assets. But you need to have a global look over all your assets in all yours accounts to benefit from a real risk management, an effective estate planning and a comprehensive global assets allocation.

Global Asset Allocation

Is it done to meet your needs or to maximise the bank's profits? Does it take into consideration that the same security can be held in two portfolios? Are the investment funds well taken into account?

Global Risk Analysis

This is something now people consider. But did they in 2000? Is your global asset allocation efficient? Are your portfolios correlated?

Estate Planning

If you cannot transmit properly your estate to your beloved ones, will they enjoy this extra 1% or 2% performance you worked hard to get? Estate Planning is then a crucial element of your wealth's management since your inheritors won't have you to help them when the time will come.

Tax Consulting

It is legal not to pay too much tax. Do you know it?