Banque Richelieu Monaco

Private clients

Customized “one-stop-shop” solutions for individuals

We harness a collective experience (in areas such as Asset Management, Investment, Wealth Planning & Structuring, Credit and Tax) to better serve all our clients – including individuals, entrepreneurs and families, as well as institutions, family offices and external asset managers – whatever their needs and wherever they are based.

“Collective and local expertise for the same mission: preservation and growth”

We share a common objective: safeguarding and growing your wealth from one generation to the next.

Whether you want to generate capital appreciation over time, prepare to pass down your wealth or receive regular income, our multilingual experts will put their expertise to work in order to fulfil your life plans.

1.

A trusting relationship

Your banking experience is based on a trusting ongoing relationship with a private banker, who addresses your experience and requirements in order to offer you the most appropriate solutions and meet your needs.

2.

Identifying opportunities

Seeking to provide optimal solutions, we will study together with our local specialist the various possibilities of consolidation and investment, the current structures as well as future possibilities.

3.

Proximity, agility and personalized service

We carry out this mission by providing clients with proximity, agility and a personalized service – staying in close contact with them, responding quickly to their needs, and offering tailor-made solutions that reflect their individual priorities and long-term goals.