Bank Degroof Petercam (Switzerland) Ltd
Origin of Bank Degroof Petercam (Switzerland) Ltd
Bank Degroof Petercam is the largest private investment bank in Belgium. It is the result of the merger between Bank Degroof (founded in 1871) and Petercam (founded in 1967). The bank is present in 9 countries Belgium, Luxembourg, France, Spain, Switzerland, Germany, the Netherlands, Italy and Hong Kong.
In 1967 Degroof Petercam opened its office in Geneva. The Group is independent, family owned and a significant player in Europe.
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Philosophy and Strategy
Bank Degroof Petercam’s (Switzerland) Ltd main business is the wealth management of its clients. The bank has a transparent and active approach.
With new international standards, Switzerland continues to strengthen its global expertise for families as well as for companies.
While some are nostalgic of the past, Degroof Petercam Bank is excited about the future. The bank is growing at full speed thanks to its clear vision of the future and its positive outlook.
Degroof Petercam Bank’s resources allow them to challenge this new world of increased complexity, and full of uncertainty.
With 50 years of experience, Degroof Petercam Switzerland has established itself as a solid actor in the Swiss Banking industry. The bank offers their clients excellent services, in terms of expertise, trust, and performance.
Degroof Petercam is a bank that has projects: They are surfing on a new confident and dynamic wave to strengthen the bond of trust and honesty that binds them to the clients in the long term.
Degroof Petercam’s performance has earned the trust of their customers and has been validated several times by different awards. As a guarantee of performance, 70% of Degroof Petercams’s clients entrust them with a discretionary management mandate.
The strength lies in active and transparent investment management, not based on speculations but on real convictions. The convictions are essential to the clients and regarded as a real added-value.
To have an optimal growth Degroof Petercam capitalizes on solid, thoroughly controlled and reliable products that will allow the bank to achieve the ambitious goals.
Degroof Petercam is a boutique-sized bank, supported by an influential group. The bank is pro-active in the market, and they manage the client’s needs in a precise and prompt way.
Degroof Petercam’s size is an advantage regarding flexibility, proximity, and speed saving the client long and complicated procedures.
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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:
Discretionary mandate
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.
Advisory mandate
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.
Executory mandate
If the client wants to make his own investment choices, Degroof Petercam executes the investment orders according to the client’s instructions efficiently.
Risk Management
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.
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Added-Value Services
Degroof Petercam Bank (Switzerland) Ltd is issuing a monthly market report. The report includes general economic news and market news. The report also advises on equities, bonds, currencies, and commodities.
Social impact
Degroof Petercam is aware that they have a social responsibility that goes beyond their activities and services for their clients. The bank contributes to society by promoting ‘human finance’ and sustainable investment, as well as through their commitment to social responsibility and charity.
Bank Degroof Petercam focused on the following initiatives:
- Responsible investment solutions
- Funds in sustainable investments
- Socially responsible mandates
- Philanthropy
Bank Degroof was the first bank in Belgium to set up a philanthropy advisory service in 2007 to advise and support its clients in their philanthropic initiatives and projects. In addition to the services that the bank made available to pursue a financial return, they also wanted to help their clients to achieve a social return. - This new service provided a new dimension to the business of private banking and gave a complementary meaning to the notion of ‘value creation’.
- Degroof Petercam Foundation
The Foundation was established 2008 and operates as a public interest foundation. The foundation has already supported 30 innovative projects and supported more than 1000 people in their search for employment and professional development. The foundations support projects that provide entrepreneurship, skills, and job market support. - Staff’s commitment
Bank Degroof Petercam (Switzerland) Ltd – Facts & Figures
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| Address | Pl. de l’Université 8, 1205 Geneva |
|---|---|
| Phone | +41 22 929 72 11 |
| Website | www.degroofpetercam.ch |
| Year of foundation | 1967 |
| Subsidiaries | – |
| No. of employees | – |
| Rating | – |
| Chairman | Bruno Colmant |
| CEO | Philippe Monti |
| Eligible Regulatory Capital | 16.091 m CHF |
| Tier 1 Ratio | 39.00 % |
| Leverage Exposure | 92.827 m CHF |
| Leverage Ratio | 17.30 % |
| Liquidity Coverage Ratio | 191 % |
| Risk Weighted Assets | 41.215 m CHF |
| Loans outstanding | – |
| Assets under Management | – |
| Assets under Management / Employees | – |
| Net profit | – |
| Net Profit / Employees | – |
| Cost / Income Cost Ratio (CIR) | – |
| Return on Equity | – |
| Own structured products | Yes |
| Foreigners accepted | Yes |
| Presence abroad | Group: Belgium, Luxembourg, France, Spain, Netherlands, Germany, Italy |
| Core Buisness | Since 1.1.22 integrated into Gonet & Cie. |
Source: Annual Report 2021
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