Private banking
Sharing our family expertise or the benefit
of your personal wealth
A customized strategy for your personal, professional or domestic assests
We support our customers in the investment of financial assets by building a customized strategy for either personal, professional or domestic assets.
Our services
Wealth management
- Constant dialogue with your private banker
- Tailor-made advising that fits your financial assets goals
- Adapting your wealth strategy to legal and tax changes and developments
Assets allocation
- Understand both your personal and wealth environment
- Measure your needs and set goals
- Adapt your allocation to your deadlines
- Guide you in your investment choices
- Follow your assets allocation
Management
- Build your investment portofolio via securities (shares, bonds, structured products) and UCITS (selection of the best management companies)
- Manage your funds via various means : security account, PEA, PEA-SME, life insurance and capitalization contracts under French or foreign law, dedicated funds
- Support you in the management of your investments : advising management (we are guiding you through your decisions), management under mandate (you delegate completely the management of your portfolios), free management (you benefit from our reception service and order transmission)
Customization and advising for a tailor-made support
Our team experts support our customers. The team is composed with family groups, business managers, shareholders, liberal professions, institutionals.
Confidentiality, proximity and stability to maintain the long-term relationship that we build together.
Our team
Our team is available to understand and optimize your situation. We support you in the reflexion process, implementation and operational tracking of your personal wealth strategy.
Our 22 private bankers, 3 of which are based in Lyon, rely on the expertise of all of our collaborators in order to respond to your expectations.
Gary Herrmann Member of Banque Hottinguer Directory, CEO at Messieurs Hottinguer & Cie – Private Management
Laurent Deydier Chief Executive Delegate at Messieurs Hottinguer & Cie – Private Management
Maxime Cagić Member of Banque Hottinguer Directory, CEO at Messieurs Hottinguer & Cie – Private Management
News
Macro vision and asset allocation
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Entreprendre pour Demain – Newsletter Semestrielle
Le Fonds de dotation Hottinguer Entreprendre pour demain a bouclé sa première année complète d’activité et souhaite vous communiquer son bilan, ses …Macro vision and asset allocation
Press release
Des investisseurs européens demandent le dépôt d’une résolution lors de la prochaine assemblée générale d’Engie