With a solid experience of 22 years in the private banking world for the 3 majors private bank in Luxembourg, we will be able to introduce a UHNI family to the most private Luxembourg banks. The approach will be to understand the customer’s needs, to study the wealth situation of the client, to use our knowledge and our relationships to identify the institutions that best meet the customer’s needs.
We can offer to UHNI customers every access to the main international banks: we are transparent and independent, we use our knowledge and our relationships to identify the institutions that best meet the customer’s needs.
We work in open architecture with major private banks in Luxembourg and Switzerland with the aim of offering the best banking opportunities in terms of capital strength and management performance: through their offer of discretionary mandates / advisory, the client will be able to entrust his assets to professionals who will know how to manage it according to their investment objectives and risk tolerance.
Aeffe Capital may select the bank and accompany the client from:
- preparation of the KYC dossier ;
- description of the wealth situation of the client ;
- negotiation of the fees applied to the DPM ;
- complete the account opening application form.
Our independence from banking groups ensures an effective and independent result. Aeffe Capital’s added value consists also in the ability to provide the client with a consolidated reporting of the various banking relationships that allows them to know the global exposure for each individual asset class. Aeffe Capital is also able to structure credit transactions with national and international banks.