Banque Profil de Gestion SA
Origin of Banque Profil de Gestion SA
Banque Profil et de Gestion obtained its banking license in 2003. The bank is listed on the Swiss Exchange (SIX). Banque Profil’s major shareholder is the Banca Profilo group. Banque Profil de Gestion is an independent bank, and its shares are listed in Milan, Italy. Their main businesses are the private banking, capital market, and the investment banking. The clients of Banque Profil are private individuals, institutional investors, family offices, and entrepreneurs.
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Philosophy and Strategy
Banque Profil de Gestion has a high level of management and investment expertise and follows sound principles of ethics and transparency. The bank has a vast network of first-class partners.
Banque Profil has a reasonable size and is therefore very quick and flexible in their decisions. The bank has a culture of partnership that puts the clients interest always in line with the banks.
The bank’s focus is on international high-net-worth individuals and also on family offices. The approach to private banking is very innovative. The performance is based on risk diversification, and the philosophy is to simplify the complexity of investment. The customized management solutions are based on an open architecture. To choose the best investment opportunities, Banque Profil combines their know-how with that of world-renowned experts.
The bank relays on a small team to ensure greater flexibility in their actions and greater proximity in their relationship. It’s like working with a multi-family office holding a banking license.
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Services and Solutions
Banque Profil de Gestion offers tailored solutions for all kind of assets. The bank has a strong culture and an excellent trade execution. The bank provides solutions for large portfolios which are often sophisticated and international.
The services are wealth management, exclusive services, M&A advisory and capital markets.
Wealth management: The core of value creation and performance is a compelling risk/return profile. The vision is long-term and uses two institutional tools: Global Risk Reporting (GRR) and Asset Liability Management (ALM). These tools will help to analyze the state of the financial and non-financial assets and plan the future by growing and protecting the wealth.
GRR is a consolidated report that shows all the clients financial assets deposited in different banks. The report also indicates the non-financial assets, like art or real-estate.
The ALM optimized the portfolio over the long-term based on the daily cash requirements and the long-term plans. The approach is to analyze the past and future cash flows using a quantitative method.
Asset Management in the traditional way offers only little yield. New sources of investment must be found to provide the real challenge of asset management.
Exclusive Services: Banque Profil de Gestion offers access to an independent investment platform exclusively for family offices and investors interested in acquiring stakes in development and venture capital projects through debt or equity.
Capital Markets: For private clients, the brokerage services of Banque Profil are of the highest quality across all asset classes. For professional investors, Banque Profil’s skills lie in investment advice and intermediation especially in the field of fixed-income.
Trading services are in equities, bonds, forex, alternative investments and Lombard loans.
Institutional intermediation services are forex execution, fixed income, and arbitrage, purchase, and sale.
M & A Advisory includes mergers & acquisitions, capital increases and capital raising and corporate and financial advice.
Risk Management
The Board of Directors and the Management are periodically reviewing the adequacy of the risk policy. The different risks are subject to limits, and these limits are regularly monitored. The financial situation of the Banque Profil de Gestion is periodically controlled by the Board of Directors and the Management who also get to know the results, the state of the liquidity and the associated risks. The Risk Committee supervises the compliance, and the Audit Committee then examines the minutes of the Risk Committee.
Credit risk: Credits granted correspond to the profile and the size of the bank. In principle, credits are guaranteed by pledged collateral (Lombard loans).
The objective of the interest rate risk policy is to limit the risk to a minimum. The bank doesn’t get involved in speculative strategies. Banque Profil ensures an active asset liability management.
Market risk is very minimal; hence the bank does not get involved in proprietary trading a lot.
Liquidity risk is controlled according to the applicable legal requirements.
Operational risks arise from indirect or direct losses attributable to human errors, system failures or external events.
Compliance and legal risks: The Management and Compliance Committee are responsible for the due diligence and review all the newly opened accounts. A particular emphasis is put on preventing possible money laundering.
Default risk: The bank puts a rating on each credit. The facilities are checked and monitored daily for private clients and quarterly for banks.
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Added-Value Services
Banque Profil’s expects its assets under management to increase by 50% in 2018 and 2019. This is part of the bank’s strategy. To achieve this goal, Banque Profil de Gestion signed a letter of intent to acquire Dynagest. Dynagest has ten investment funds and acts as a fixed-income broker. The acquisition will increase Banque Profil’s assets under management to 3 billion CHF.
Banque Profil de Gestion – Facts & Figures
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| Address | Cours de Rive 11 1211 Geneva |
|---|---|
| Phone | +41 22 818 31 31 |
| Website | www.bpdg.ch |
| Year of foundation | 2003 |
| Subsidiaries | – |
| No. of employees | 30 |
| Rating | – |
| Chairman | Fulvio Pelli |
| Shareholder’s equity | 60.89 mm CHF |
| Assets under Management | 939.2 mm CHF |
| Assets under Management / Employees | 31.306 mm CHF |
| Net profit | 1.8 mm CHF |
| Net Profit / Employees | 60’000 CHF |
| Tier 1 Ratio | 55.2 % |
| Cost / Income Cost Ratio (CIR) | 82.45 % |
| CEO | Silvana Cavanna |
Source: Annual Report 2017
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