Back to Top
16.12.2024
#WEALTH STORIES

THE WEALTH STORY OF NIKI KALOGERA

Niki Kalogera is a relationship manager serving international clients whose main residence is abroad, particularly in the UK, US, China, Brazil, Belgium or Italy.

THE WEALTH STORY OF NIKI KALOGERA

In this testimonial, Niki Kalogera explains how she addressed her client’s different needs and goals:

  1. Structuring a mortgage facility, within a tight deadline, to meet the family’s financing needs and the transfer of an existing loan;
  2. Signing a DPM mandate based on the client’s investment goals and that served as an additional guarantee for the mortgage;
  3. Building tailor-made advisory portfolios with our financial experts.

The success of this Wealth Story lay in Niki Kalogera’s ability to mobilise and coordinate experts from Wealth Management and across the BNP Paribas Group, in a very short timeframe:

  • a credit specialist and an investment advisor;
  • the Discretionary Portfolio Management team;
  • a wealth planner;
  • experts from BNP Paribas Real Estate;
  • BNP Paribas Cardif, our insurance subsidiary.

The Group’s One Bank model and its ability to deliver timely, tailor-made and complex solutions to clients were behind this success story.  The result was a rewarding cooperation with this client and the business relationship promises to be long term.

Furthermore, the BNP Paribas Group’s financial strength and excellent reputation are essential for strategic clients seeking optimal investment and financing solutions over the long term.  

Our teams are mobilised to address all your Wealth Management questions.

Disclaimer

BNP Paribas Wealth Management is not present in every country and may not have a banking license in your country of residence. In this case, you would not
benefit from the protection in force for investors under local legislation. Provisions of the regulations of the country in which the bank operates would apply.

The personal data provided by you in this contact form are processed by BNP Paribas SA, Métier Wealth Management, for the following purposes:

• dealing with your request, including answering questions and providing information that you ask for;

• handling correspondence with you and dealing with the matter that you contact us about;


Please note that the fields identified by an asterisk (*) are mandatory.

The processing of your data is based on our legitimate interest to answer and follow up your request.

The collected data will be shared with internal staff of BNP Paribas Wealth Management's entities and will be kept for 3 months.

You can access your data, request a modification or deletion or exercise your right to limit the processing of your data by writing to the following address
paris.wm.data.protection@bnpparibas.com.

You have the right to define your instructions for the retention, deletion and communication of your personal data after your death.

You also have a right to lodge a complaint with the competent supervisory authority: la CNIL(Commission Nationale de l'Informatique et des Libertés).