Private Banking

Bringing our family expertise at your service

Discover us

We are here to help you by understanding your needs and crafting the best solution

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"We assist you in the creation, management and transmission of your wealth, whether personal or professional and in carrying out financial investments."

Martine Brousmiche
Member of the Executive Board
Head of Private Banking and Asset Management Activities


Contact Us

A team of 15 bankers and private wealth managers, including 2 based in Lyon.
Serving a clientele made up of family groups, managers, shareholders, liberal professionals, institutions...

Personalization and excellence are the cornerstones of our approach



Tailor-made approach

Discretion, proximity closeness and steadiness are the pillars of the long-term relationship that our private bankers are building with you over time.

Excellence

Our private bankers bring you our corporate expertise to help you carrying out the best strategy.

Your strategy




Privileged relationship with your Private Banker.

Tailor-made advice adapted to your objectives, whether financial or personal.

Adequacy of the strategy with legal and tax matters.

Your asset
allocation




The know-how of our experts guarantees you a personally crafted asset allocation matching your risk appetite. To ensure the best advice, we must:

  • Understand your family environment;
  • Evaluate your needs and objectives;
  • Adapt your allocation to your personal timeframe;
  • Help you in determining your investment choices;
  • Monitor your asset allocation.

Our way of
managing wealth




We invest through securities and UCITS to build your portfolio:

  • Securities: stocks, bonds, structured products;
  • UCITS: based on open architecture, we diversify our investments by selecting the best funds.

We manage your wealth through various means:
  • Security accounts;
  • PEA, PEA-SME;
  • Life insurance and capitalization contracts under French or foreign jurisdiction;
  • Dedicated funds.

Depending on your needs, we assist you in different ways:
  • Discretionary asset management;
  • Management advice;
  • Free management: reception and transmission of orders.

SRI asset management by Hottinguer

Give sense to your heritage

Commit to SRI by taking into accounts the main issues of our Society

Asset management in line with Hottinguer Bank’s values
Independence, balance and transparency
Well-being and personal fulfillment at work
Environmental impact

Discretionary SRI asset management

If you aim at:

  • Generating (aim at +V-ing) value for your investments;
  • Committing to long term.

We have developed an internal model based on extra-financial and financial criteria to build a portfolio of securities and / or SRI-labeled UCITS.

This model is flexible and may be adjusted to meet your expectations and your commitment.

SRI Fund

Ecological Balance (ISIN: FR0010634139)

FCP; Unprofessional FIA

Risk profile: 4

Investment objective: discretionary management aimed at participating in the development of products and services offering environmental solutions allowing human development respectful of ecological balances.

Learn more

Management Committee


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Martine
BROUSMICHE
Member of the Executive Board, Head of Private Banking and Asset Management Activities
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Olivier
HECKENROTH
General Manager and Member of the Executive Board, Head of Banking Activities
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Gary
HERRMANN
Private Banker, Deputy General Manager
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Laurent
DEYDIER
Deputy General Manager, Head of Asset Management, Member of the Management Committee
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Xavier
ROJO
Chief Financial Officer - Head of Risks, Secretary General, Member of the Management Committee

Our team


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Martine
BROUSMICHE
Member of the Executive Board, Head of Private Banking and Asset Management Activities
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Gary
HERRMANN
Private Banker, Deputy General Manager
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Jérôme
de LEUSSE
Private Banker, Director
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Guillaume
de BROGLIE
Private Banker, Director
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Olivier
MORLIGHEM
Private Banker, Director
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Jean-Pierre
GALY
Private Banker, Director
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Laurence
BERZIN
Private Banker, Director
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Pascaline
FAVARD
Private Wealth Manager
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Maxime
CAGIĆ
Private Wealth Manager
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François
MERMET
Private Banker, Head of discretionary asset management
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Caroline
BALDERACCHI
Private Banker, Director
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Thomas
VERDIER
Wealth Manager
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Philippe
MASSON
Private Banker, Director
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Sophie
DROSS
Private Banker, Director
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Bernard
MOUTERDE
Private Banker, Director
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Justine
OLLIVIER
Assistant Private Wealth Manager
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Marie-José
BILLY
Private Banker, Director
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Alban de
VILMORIN
Private Banker, Director
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Patricia
SALIBA
Assistant Private Wealth Manager

Legal and tax team


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Coralie
SMETTE
Head of legal and tax team, Legal and Tax Engineering
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Loraine
ROBERT
Tax and estate planning
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Julien
BLEICHER
Banking and finance lawyer

Finance Department


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Xavier
ROJO
Chief Financial Officer - Head of Risks, Secretary General, Member of the Management Committee
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Jacqueline
VECLIN
Middle-Office manager
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Brigitte
LEDUC
Accountant

Risks Department


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Jean-Pierre
DOAN
Risk Manager

Compliance Department


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Olivier
LEQUART
Conformity officer RCSI - RCCI
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Caroline
CHRISTOF
Compliance Officer

Publications