Global Business Wealth Solutions
At Banque Patronus, we recognize that managing wealth for global businesses requires sophisticated, cross-border solutions. Our Wealth Solutions service is crafted to help you navigate international financial complexities, optimize capital allocation across markets, and fuel sustainable growth. We offer comprehensive wealth management services tailored to your organization's global financial objectives:
Tailored financial strategies to optimize wealth
and drive global business success.
Securities Brokerage*
Our Securities Brokerage service provides global businesses with expert advice and access to international financial markets. We offer strategic insights and execution capabilities across a diverse range of asset classes, helping you make informed investment decisions aligned with your global business objectives.
- Expert market analysis and investment recommendations
- Access to global equity, fixed income, and derivative markets
- Tailored trading strategies for corporate treasuries
- Risk management advisory for market exposures
- Competitive pricing and efficient trade execution
- Regular market updates and investment opportunity alerts
Global Custody*
Banque Patronus' Custody service ensures the safekeeping and efficient management of your global business's assets across multiple jurisdictions with renowned custody partners. Our state-of-the-art platform provides comprehensive asset servicing, coupled with robust security measures to protect your international investments.
- Secure asset safekeeping with top-tier global institutions
- Efficient settlement and corporate action processing
- Multi-currency support for diverse portfolios
- Regulatory compliance across multiple jurisdictions
- Real-time online access to portfolio information
Consolidated Reporting
As part of our Custody service, we offer Consolidated Reporting to provide a clear, comprehensive view of your global business's entire financial landscape. This sub-service aggregates data from multiple accounts, investments, and jurisdictions, offering a holistic view of your organization's wealth.
- Aggregated view of global assets and liabilities
- Detailed performance analysis and benchmarking
- Risk concentration and exposure assessments across markets
- Customizable reports to suit your organization's needs
- Secure online access to your consolidated global portfolio information
Asset Management*
1. Discretionary Mandated
For businesses seeking a hands-off approach, our Discretionary Mandates service provides expert portfolio management aligned with your global financial goals. Our seasoned investment professionals actively manage your portfolio, leveraging deep market knowledge and strategic insights to optimize returns while managing risk.
- Customized portfolio construction for global businesses
- Active management by international investment experts
- Strategic asset allocation across global markets
- Continuous risk monitoring and portfolio rebalancing
- Regular performance reviews and transparent reporting
2. Advisory Mandates
Our Advisory Mandates service is designed for global businesses that want expert guidance while maintaining control over investment decisions. We provide tailored recommendations and in-depth global market analysis, empowering you to navigate complex international financial landscapes with confidence.
- Personalized investment advice for global portfolios
- Comprehensive global market insights and analysis
- Collaborative approach to investment strategy
- Access to exclusive international investment opportunities
- Regular strategy reviews and performance evaluations
Banking for Funds
Our Banking for Funds service offers comprehensive solutions and expert advice for investment funds and fund managers. We provide tailored banking services to support the unique operational and regulatory requirements of fund structures across various jurisdictions.
- Specialized account solutions for different fund types
- Expert guidance on fund structuring and domiciliation
- Efficient cash management and liquidity solutions
- Support for fund launches and ongoing operations
- Customized credit facilities for fund financing
- Regulatory compliance support across major fund jurisdictions
External Asset Managers*
For businesses seeking a hands-off approach, our Discretionary Mandates service provides expert portfolio management aligned with your global financial goals. Our seasoned investment professionals actively manage your portfolio, leveraging deep market knowledge and strategic insights to optimize returns while managing risk.
Efficient Account Opening Process
We offer a streamlined account opening process designed to ensure that you can swiftly and efficiently open accounts for your clients. Our dedicated relationship managers are here to guide you through every step, ensuring that all documentation and compliance requirements are met with ease. Whether you are managing individual portfolios or institutional funds, our account setup process is designed to be hassle-free, allowing you to focus on what you do best—serving your clients.
Comprehensive Relationship Management for EAM’s and their clients
At Banque Patronus Limiteé, we provide a suite of services tailored to the needs of asset managers. Our banking solutions include:
- Dedicated Account Management: Each account is assigned a dedicated relationship manager and a back up to to provide personalized support and quick responses to your queries.
- Detailed Reporting: Access detailed reports and analytics to monitor and manage your clients’ portfolios effectively.
- Secure Online Banking Platform: Our advanced online banking platform ensures you can manage accounts and view transactions securely from anywhere in the world, with multi-layer security protocols to safeguard your clients’ data and assets.
- Access to global markets: We offer a comprehensive access to the investment universe including public and private market securities. We give you global access to equities, fixed income, money markets, structured products, etf’s, mutual and hedge funds using our network of global custodians so that you can manage and optimize your clients’ portfolios as you see fit.
Compliance and Regulatory Matters
Banque Patronus Limiteé takes regulatory compliance seriously. We adhere to the highest standards of regulatory compliance to ensure that our client’s assets are managed within the framework of international best practices.
Our dedicated compliance team will turn around account opening or complex transactions quickly and decisively.
Personalized Service and Flexibility
Understanding that each asset manager has unique requirements, we offer customized banking solutions that align with your client’s specific needs. Our team is ready to collaborate with you to create the optimal banking experience for you and your clients.
Your global business compass
Navigate the global financial landscape with a partner who speaks your language - in every currency.
