Welcome

We are rebranding Banque de Patrimoines Privés and embarking on a new era while maintaining the values that have enabled us to grow during all this time.

What sets us apart?

We are experts in structuring, custodian banking services and fund administration.

Family Office

We focus on providing FOs with the right tools to manage their clients’ financial and non-financial assets. Our experience fields are investment funds and unregulated structures.

Alternative Investment Fund Managers

We are a leading partner for AIFMs who wish to have custodian and fund administration services for their investment funds/RAIFs.

Law firms

We offer individualised services to meet the needs of their clients, regardless of the geographical area in which they may be based.

Foundations and institutions

We collaborate with a wide range of institutions, helping them to achieve their social and foundational objectives in the financial sphere.

Financial institutions

We provide tailor-made services to other institutions and we establish relationships with financial partners in their various geographies.

Individual investors

We offer a high-level financial service to high-net-worth individuals and family groups, enabling them to achieve their financial objectives.

What sets us apart

At Creand Wealth & Securities, we are specialists in financial solutions for professionals and institutions. We offer a highly qualified custodian and fund administration services which, combined with our wealth management team, enables us to provide a global structuring service within the framework of investment funds and unregulated structures.

We are able to understand the needs of our partners and clients by adapting to their requirements, to design and implement the best solution for their objectives and those of their clients.

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Our differential model

Our successful model combines, in a single institution, custodian banking and fund administration services with wealth management structuring services.

In a complex and competitive environment, being a small financial institution in an industry dominated by large players allow us to undertake complex projects with a high degree of agility and efficiency.

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Professional and specialised

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Experts

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Precision, dedication
and flexibility

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Multidisciplinary
service

Committed banking

As part of a large financial group committed to social responsibility, our actions adopt the “Environmental, Social and Governance” (ESG) approach within the scope of our various activities.

Contact

Our experts will help you in your projects, offering you the best financial solutions.