Private Banking
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SFO is a conviction-based investment house driven by the firm belief that wealth is not an end in itself but an opportunity to build the future. Yours and that of future generations. This is the philosophy that guides us when advising you. We draw on over years of financial tradition and innovation to assist our clients on the preservation, development and transmission of their wealth, through solutions that combine long-term performance with a positive impact on the world around us.
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Modern banking underpinned by a renowned tradition of service. We offer you choice and flexibility in managing your finances, while preserving the personal touch and accessibility you expect from SFO.
- With an in-depth understanding of the world you move in, SFO provides modern banking underpinned by a renowned tradition of service. Offering you choice and flexibility in managing your finances, while preserving the personal touch and accessibility you expect from SFO.
UNDERSTANDING YOUR NEEDS
- With a deep understanding of the links between our clients’ personal and professional lives, SFO's private bankers offer expertise across a range of sophisticated financial solutions – from banking and deposits to borrowing and protection. As more complex needs arise, our private bankers will call on SFO's specialists for advice in keeping with your wider wealth.
BUILD CONNECTIONS THROUGH OUR NETWORK
- With a thriving network of experts, influencers and pioneers, being a client of SFO opens doors to many opportunities. Powerful insight, extensive connections and carefully crafted events inspire, empower and challenge those we work with. Whatever their background, industry or experience, SFO's clients innovate and reshape perceptions.
OUR CLIENTS
- With insight and judgement shaped by working with wealthy individuals, we appreciate the subtlety and complexity of the lives they lead. Expert in the drivers of wealth generation and the intricacies of international and ultra high net worth individuals, we are well placed to understand your needs.
INTELLIGENT SOLUTIONS
AT YOUR SERVICE
- Your dedicated team of experts will work tirelessly to meet all of your needs. With SFO, you can rely on unstinting service, 24/7.
ANYTIME ACCESS
- Fast, secure and convenient digital services to maximize connectivity with your wealth. Keep in touch wherever and whenever.
DIFFERENT WAYS TO BANK WITH US
BANKING |
BORROWING |
MORTGAGES
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A range of flexible and convenient solutions, with a personal delivery of service. | A diverse range of borrowing facilities, suiting the needs of wealthy individuals. | Timely, flexible solutions to help you stay ahead in the fast-paced world of real estate. |
A FORWARD-LOOKING RELATIONSHIP
- From our very first meeting, we focus on the future. We take a multi-generational view to ensure that the decisions made today are the right ones for tomorrow.
CONSTANTLY EVOLVING SUPPORT
- Your needs and expectations evolve. Our role is to anticipate these changes in the best way possible. Drawing on our entrepreneurial approach, we rapidly mobilize our expertise to provide you with the most appropriate solutions.
GLOBAL VIEW OF YOUR ASSETS
- Taking a global approach is paramount to managing your wealth efficiently. Our combination of business lines and expertise enables us to build solutions taking into consideration your total wealth. Our advice takes a holistic view of your personal and business assets.
CONVICTION-BASED INVESTMENT
- We do not invest in index funds. We keep a close eye on economic, social and environmental transformations so we can help you give meaning to your investments and stay connected to the real economy.
By Your Side Each Step Of The Way
PROTECT
WEALTH PLANNING Structure and plan your wealth over the long term. |
WEALTH PRESERVATION Diversify your sources of performance with a comprehensive view of risk. |
PORTFOLIO MANAGEMENT Choose the investment management solution that suits you best. |
LIFE INSURANCE Anticipate the future by structuring an appropriate tax and legal framework. |
GROW
WEALTH DEVELOPMENT Benefit from active and conviction-driven investment management to increase your assets over the long term. |
PORTFOLIO MANAGEMENT Choose the investment management solution that suits you best. |
CREDIT Finance your projects or investments through bespoke financing solutions. |
CORPORATE FINANCE Benefit from the support of experts dedicated to your capital and financing operations. |
TRANSMIT
PHILANTHROPYDesign a commitment strategy in accordance with your convictions and with maximum impact. |
WEALTH PLANNINGStructure and plan your wealth over the long term. |
INDEPENDENCE
- Our Group is 100% family-owned and independent. This gives us the freedom to take a long-term view that is aligned with our clients' interests, and to develop innovative solutions that combine performance and impact.
CREATIVITY
- We endeavor to always be creative, flexible and responsive, whatever your needs. Our decision-making processes are efficient and our teams driven by the desire to innovate while controlling risks.
COMMITMENT
- It is our responsibility to offer you meaningful investments aligned with your values. Your dedicated private banker develops an in-depth understanding of your situation and expectations by offering you long-term support and commitment.
SUSTAINABILITY
- We firmly believe that what is sustainable is profitable, and anything that is profitable should be sustainable. For us, profitability is about the long term and must be associated with a positive impact on the world around us.
- Bankers, sportsmen, philanthropists, farmers, hoteliers and winegrowers... our Group forms a unique ecosystem of women and men driven by the same ambition: to build the future.
- All of our activities reflect our entrepreneurial spirit and demonstrate our desire to make an impact, to pass on and modernize a legacy. They contribute to the unique experience we wish to offer our clients by giving them access to our ecosystem and sharing our vision of the world.
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