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Wealth Solutions

Wealth solutions

Our private banking offers you a range of bespoke financial services designed to help you manage your wealth according to your needs. Our wealth solutions include trade execution, advisory, discretionary portfolio mandates, real estate and financing.


Our range of solutions

Trade Execution

For clients who have advanced knowledge and understanding of the market, FAB Private Banking trades directly on the financial markets. Through our execution-only service, you can trade on a wide range of securities including bonds, equities, and foreign exchange, as well as access our selection of proprietary and third party funds. When you choose to trade through your private banker, our robust trading platforms will ensure competitive market pricing, seamless settlement and that your trades are executed promptly, in line with your instructions.

Advisory

FAB’s investment advisory approach is based on the principles of trust, reliability and transparency. Our advisory team will act for and with you to identify the right investment opportunities in the global and regional markets across all asset classes. You will benefit from proactive, personalised advice while you retain full control of the decision making. Our investment advisors continuously monitor your portfolio, investigating the impact of market events, and work with you to implement strategies defined by your risk tolerance, liquidity needs and performance objectives.

Discretionary Portfolio Management

FAB’s Private Banking Discretionary Portfolio Management Service is designed for clients who want active and professional management of their wealth. We provide a wide range of portfolio options, allowing the flexibility to apply conventional mandates across all asset classes, geographies and investment styles. Our team of experienced investment specialists will manage your portfolio within the risk profile and investment parameters defined by you. We have access to a wide range of external and internal research that allows us to constantly watch the markets and take immediate advantage of investment opportunities.

Real Estate

Real Estate is an important asset class for many investors. We have dedicated experts committed to meeting all your real estate investment needs. Whether you are looking to finance an individual property, multiple units or a commercial entity, your private banker will be able to assess your needs and tailor a specific solution for you. The Groups' property specialist teams in London and Paris bring local knowledge and market expertise to our clients, giving you access to unique investment opportunities – often before they come onto the open market. Our advice continues throughout the transaction from initial analysis to completion, after which we can recommend the most appropriate property managers to help you achieve your goals.

Financing

We offer our private banking clients a range of financing options across our international network, from traditional, to specialist and bespoke solutions. We have a wide variety of credit and lending solutions, which range from marketable securities to real estate, to help manage your finances or investment needs with flexibility and efficiency through a single, personalised relationship. We can also work to build customised, multi-currency lending solutions to help meet specific needs relating to your enterprises, drawing on the resources of FAB Group Investment Banking offerings to bring you mergers and acquisitions, capital markets and other financial expertise.

Investment Products

Investment Products

Your gateway to a world of investment solutions. Access to a range of investment products across asset classes.

International Locations

Group International Locations

Many of our private clients are global citizens and we pride ourselves on being wherever they are.

Contact Us

Phone Us

 

Telephone

+41 (0) 22 707 50 00

 

Fax

+41 (0)22 707 50 10

Working Hours

 

Monday to Friday

8:30 am to 5:30 pm

Customer Enquiries

 

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