"We assist you in the creation, management and transmission of your wealth, whether personal or professional and in carrying out financial investments."
A team of 17 bankers and private wealth managers, including 2 based in Lyon.
Serving a clientele made up of family groups, managers, shareholders, liberal professionals, institutions...
Discretion, proximity closeness and steadiness are the pillars of the long-term relationship that our private bankers are building with you over time.
Our private bankers bring you our corporate expertise to help you carrying out the best strategy.
Privileged relationship with your Private Banker.
Tailor-made advice adapted to your objectives, whether financial or personal.
Adequacy of the strategy with legal and tax matters.
The know-how of our experts guarantees you a personally crafted asset allocation matching your risk appetite. To ensure the best advice, we must:
We invest through securities and UCITS to build your portfolio:
Commit to SRI by taking into accounts the main issues of our Society
Asset management in line with Hottinguer Bank’s values
Independence, balance and transparency
Well-being and personal fulfillment at work
If you aim at:
Un engagement responsable, renforcé par la signature des PRI en 2021.
Ecological Balance (ISIN : FR0010634139)
Ecological Balance PART I (ISIN :FR0013530706)
FCP; Unprofessional FIA
Risk profile: 4
Investment objective: discretionary management aimed at participating in the development of products and services offering environmental solutions allowing human development respectful of ecological balances.