Private banking

Private banking

Sharing our family expertise or the benefit
of your personal wealth

A customized strategy for your personal, professional or domestic assests

We support our customers in the investment of financial assets by building a customized strategy for either personal, professional or domestic assets.

Our services

Wealth management

  • Constant dialogue with your private banker
  • Tailor-made advising that fits your financial assets goals
  • Adapting your wealth strategy to legal and tax changes and developments

Assets allocation

  • Understand both your personal and wealth environment
  • Measure your needs and set goals
  • Adapt your allocation to your deadlines
  • Guide you in your investment choices
  • Follow your assets allocation

Management

  • Build your investment portofolio via securities (shares, bonds, structured products) and UCITS (selection of the best management companies)
  • Manage your funds via various means : security account, PEA, PEA-SME, life insurance and capitalization contracts under French or foreign law, dedicated funds
  • Support you in the management of your investments : advising management (we are guiding you through your decisions), management under mandate (you delegate completely the management of your portfolios), free management (you benefit from our reception service and order transmission)
Private banking

Customization and advising for a tailor-made support

Our team experts support our customers. The team is composed with family groups, business managers, shareholders, liberal professions, institutionals.

Confidentiality, proximity and stability to maintain the long-term relationship that we build together.

Private banking
We support you in the constitution, management and the transmission of your personal and professional wealth, as well as in investment of your financial assets.

Gary Herrmann, member of Banque Hottinguer Directory, CEO at Messieurs Hottinguer & Cie – Private Management

Our team

Our team is available to understand and optimize your situation. We support you in the reflexion process, implementation and operational tracking of your personal wealth strategy.

Our 22 private bankers, 3 of which are based in Lyon, rely on the expertise of all of our collaborators in order to respond to your expectations.

  • Private banking
    Gary Herrmann

    Member of Banque Hottinguer Directory, CEO at Messieurs Hottinguer & Cie – Private Management

  • Private banking
    Laurent Deydier

    Chief Executive Delegate at Messieurs Hottinguer & Cie – Private Management

  • Private banking
    Maxime Cagić

    Member of Banque Hottinguer Directory, CEO at Messieurs Hottinguer & Cie – Private Management

News

  1. Private banking

    Macro vision and asset allocation

    Le temps est un phénomène de perspectives », Jean Cocteau. Avant la pause estivale, il est coutume de faire un bilan de la première moitié de …
  2. Private banking

    L’intelligence artificielle redéfinit notre avenir

    Dans notre société moderne, l’Intelligence Artificielle (IA) est devenue un sujet de conversation incontournable. Au fil des décennies, cette …
  3. Private banking

    Banques Centrales – La FED passe en mode pause, la BCE change de rythme

    La première semaine de mai a été marquée par plusieurs événements. Nous ne commenterons pas les défilés du 1er mai, ni la tradition du brin de Muguet …
  4. Private banking

    Entreprendre pour Demain – Newsletter Semestrielle

    Le Fonds de dotation Hottinguer Entreprendre pour demain a bouclé sa première année complète d’activité et souhaite vous communiquer son bilan, ses …
  5. Private banking

    Press release

    Des investisseurs européens demandent le dépôt d’une résolution lors de la prochaine assemblée générale d’Engie
More news
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