Private banks and family office
Family office, private bank, or subsidiary of a major banking group, you act each day in the best interest of your clients.
Build loyalty and iincrease your base of asset management clients
Directly in contact with your clients or in the back office to support you, we intervene in the key moments of your relationship with clients.
Available, responsive and attentive to every wish, our Private Concierges work alongside financial advisers to provide privileged clients with exceptional service and memorable experiences.