top of page

We work strongly....





for your serenity.

Private Financial Services

Crédit Privé offers its private clients an appropriate and professional solution for most of their requirements, from the management of real estate and securities to inheritance planning and from the evaluation of insurance coverage to any other needs that may arise of a financial or organisational nature. In other words, a single point of contact that can be counted upon at any time to satisfy any requirement.

Particularly, in the portfolio management, Crédit Privé has specific skills in the global asset allocation. The assets are managed principally in Mutual and Hedge Funds, SICAV and Ucits Funds that are specialised in specific sectors, markets or geographical areas.

The selection of the various FUNDS, subject to our continuous monitoring, updating and relocation, is based exclusively on the rating of the fund manager and the performance actually achieved over the last five years.

bottom of page