External Wealth Mangers

External Wealth Managers

BNP Paribas, your trusted partner.

Whether you are an Asset Manager, a Multi-Family Office or an Independent Financial Advisor seeking for a tailor-made solution to help you develop your business or assist your clients.

BNP Paribas supports the financing, investment and patrimonial projects of your clients by offering personalized wealth management solutions to fulfil your client's needs and exceed their expectations.

Your client's needs can be many:  additional liquidity to seize an investment opportunity, finance a residential or a commercial real estate project, or, searching for expertise in the wealth-planning environment. Entrust us by sharing your client's ideas and benefit from expert advice through a comprehensive global service offer.

In an increasingly complex regulatory environment, you can count on a team of dedicated wealth managers to help you develop the projects of your clients on an End-to-End principle.

Our Solutions to fit your client's Needs

Whatever the requirements of your clients, we have the expertise and the right partners to match them.



Your Needs as an External Wealth Manager

·         Manage your client’s standard and complex financing needs

·         Benefit from a wide offer of tools to perform efficiently for your clients

Your client’s Needs

·         Get access to short term facilities, leverage on an existing portfolio, Forex and derivatives operations

·         Finance residential or commercial real estate projects for your clients in Switzerland and abroad (France, Monaco, UK, Germany)

·         Acquire an exceptional property : Jet & Yacht

·         Non standardised credit approach

Our Solutions

·         Customized Lombard credit solutions (currency, rate types, structure, maturity).

·         Acquisition, liquidity extraction, refinancing

·         Multi-currency financing, pre-and post-delivery

·         Capacity to offer Sharia compliant financing solutions to our Key Clients

·         Single security financing


Your client’s Needs

·         Execution of orders

·         Diversification of assets

·         Monitoring of portfolios

·         Seeking for an adapted pricing approach

Our Solutions

·         Direct access to the trading floor (options, futures, obligations, forex) until US official closing hours

·         We offer a strong balance sheet

·         Access to a personalised and secured digital web platform


Your Needs as an External Wealth Manager

·         Receive multi assets investment ideas

·         Get expertise from investment specialists for each asset classes

·         Get direct access to a trading floor

·         Education through specific dedicated events for the financial industry (FX, ISR…)

Our Solutions

·         Access to an open architecture investment universe: Equity, Bonds, Commodities, Funds, Structured Products, alternative investment (Private Equity/Real Estate/ Socially responsible investments)

·         Weekly customized recommendations in line with our investment strategy

·         Network of qualified and available experts

·         Portfolio analysis on ISR impacts


Your Needs as an External Wealth Manager

·         Consolidation of your client’s assets in all your depositary banks

·         Data management

·         Handle group orders

·         Security and quality execution processes

Our Solutions

·         “myWealth” E-banking solution for your clients

·         Effective and dedicated digital solution adapted to your utilisation from an external provider


Your client's Needs

·         To be supported with the management of their life insurance contracts

·         Insure the structuration and the transmission of their estate / Wealth Planning Solutions

·         Manage efficiently the transfer of a company / Corporate Finance Solutions

·         Available Experts to analyse each problematic

 Our Solutions

·         Partnership with Luxembourg life insurance companies and Brokers

·         Diagnosis, analysis and support in the following fields: wedding contracts, donations, legs, moving to Switzerland or abroad, tax…

·         Asset valuation, structuring of a transaction, search for the best fitted partners

We are also able to support you proactively on other business cases to help you optimise efficiently your business model. For more details, contact our offices: 


Christophe Cantala, Deputy Head of External Wealth Managers


+41 58 212 70 51

Davide Boccardo



Rodolfo Lia, Team Leader External Wealth Managers


+41 58 212 43 09

George Falkner, Head of External Wealth Managers


+41 58 212 64 25