Services and Solutions
Degroof Petercam Bank (Switzerland) Ltd is a Swiss wealth management specialist. In each situation, the bank adopts a strategy matching the client’s financial needs and expectations. The client’s goals evolve throughout the life, and Degroof Petercam pays the utmost attention in the implementation of their services.
Degroof Petercam manages, plans, structures the client’s wealth and supports the client’s projects.
By joining Degroof Petercam Switzerland, the customer has the expertise of a professional who understands and considers the client’s expectations and needs.
The private banking experts offer the client three types of services:
If the client wants to delegate, the management of their assets Degroof Petercam’s specialists apply an active management. The bank’s goal is performance, and they achieve it through transparent, reliable and straightforward investment products.
If the client wants to make their own decisions, Degroof Petercam advises them on investments according to their needs and their profile, but they remain autonomous in the management of their assets.
If the client wants to make his own investment choices, Degroof Petercam executes the investment orders according to the client’s instructions efficiently.
The executive committee is responsible and has defined the bank’s risk management policy according to the risk tolerances.
Three committees are involved in the risk management policy, the Almac committee, responsible for managing the bank’s balance sheet and off-balance sheet assets and liabilities, the credit committee, responsible for granting new credit lines and the limits committee, responsible for issuing new limits for counterparties.
The day-to-day managing and monitoring of the limits are the responsibly of the risk management department.
The main risks are the liquidity risk, the market risk, the credit risk, the asset management risk, the operational risk and the legal and reputational risk.