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You are an independent asset manager, a local fiduciary, or a life insurance company looking for a custodian partner?

 

Our dedicated platform is designed for you. We have developed a partnership that complements your expertise with a wide range of solutions for your clients: 

  • securities services,
  • private banking daily services,
  • investment offer services through our in-house Moorea fund range,
  • wealth planning services,
  • credit offer.

With our Direct Market Access option, from 8 a.m. to 6 p.m., benefit from traditional transactional services on shares, bonds or funds to the most sophisticated products: our expert team inside our trading room will offer you a wide range of distinguishing products.

Our Financial Intermediaries team serves more than 150 independent international asset managers, local fiduciaries and life insurance companies, with more than EUR 3 billion of assets in custody.