Transatlantique Private Wealth is a subsidiary of Banque Transatlantique (owned by Crédit Mutuel Alliance Fédérale). For over 130 years, Banque Transatlantique has offered clients a global and personalized approach in Private Banking, with a particular understanding of the complex aspects involved in cross-border challenges.

Our mission

Our U.S. subsidiary, Transatlantique Private Wealth is an investment adviser which is specialized in understanding the specific needs and objectives of U.S. persons with a French-American footprint.

  • Advising & Planning
  • Managing & Understanding
  • Monitoring & Rebalancing
  • Protecting & Complying

Our investment solutions

Transatlantique Allocation

  • Discretionary investment solutions
  • Benefit from research and allocation strategies of our Europe based research teams
  • Implementation of an international diversification based on client-specific investment profiles
  • Monitor asset allocation on a regular basis and rebalance when necessary
  • Asset held in custody in the U.S.

Transatlantique Independent Investment Manager

  • Discretionary investment solutions
  • Benefit from research and allocation strategies of our Europe based research teams
  • Implementation of a stock picking strategy by an Independent Investment Manager in line with an investment framework created by TPW
  • Monitor asset allocation on a regular basis and rebalance when necessary
  • Asset held in custody in the U.S. or France

Our team

Offices in New-York, San Francisco, and Boston (mid 2019)