Your wealth partner in France
Since its creation in 1881, Banque Transatlantique has had an international expertise.
Today, it is one of the leading private banks for French expatriates. We accompany French diplomats, senior executives, as well as investors and entrepreneurs, in more than 170 countries. As such, we have developed an in-depth understanding of international financial and tax issues they come across. Therefore, we have designed specific services to meet their needs, wherever they are.
We also put this very expertise at the service of international high net worth individuals who want to diversify their investments in France and Europe or to reinforce their ties with France as part of a life plan (move to France for example). In this regard, we strive to build a lasting relationship based on dialogue, trust and geographic proximity (see Banque Transatlantique’s global offices). A dedicated private banker will work closely with in-house wealth professionals and outside advisors to manage your assets and materialize your project.
Our global approach
At the heart of our approach is a keen understanding of your family, professional and wealth situation, so as to offer you tailored solutions that bring your financial goals within reach.
- Get a comprehensive view of your assets
We perform a precise and complete analysis of your personal and professional situation, as well as your assets in multiple currencies.
- Build a comprehensive wealth strategy
Based on your project and interests, we help you identify your objectives and establish your priorities. Alongside with wealth planners, we draw up a financial strategy that aligns with your objectives, while taking into consideration your assets in other banks, your tax situation, and the regulatory environment.
Thanks to our subsidiaries worldwide, we are able to elaborate for you a multi-booking strategy with assets deposited both in France and locally in Belgium, Canada, Luxembourg, Switzerland, and in the United States.
- Implement relevant solutions
We offer you a wide range of tailor-made financial solutions to help you build and manage your wealth in France and/or in your living country. On an ongoing basis, we follow up on and keep you updated on your investments.
You will have an overview of your assets and manage your transactions through a secure personal portal available online and on the Banque Transatlantique application.
Banque Transatlantique provides you with multi-faceted wealth management services to meet your needs:
- Wealth planning
- Multi-currency management
- Personalized investment solutions and advice on France and abroad through our global network of subsidiaries and partnerships with local providers
- Real estate solutions and support : short or medium-term financing, bank guarantee, relocation services
- Property and personal insurance
- French and international long-term incentive plan management
- Philanthropy advice