Securing family wealth for your heirs in a secure and favorable manner is one of the primary reasons individuals, families and even businesses call upon private banking services.

Security and growth

Security and growth

Experienced professionals that share a common vision are essential to reach our common goals; security and growth. That alone is not sufficient.

More than a common vision

A solid financial structure and a state-of-the-art back-office organization and tailor made IT system from Upsilon also contribute deeply to the success of a private bank.

Financial security

Our activities – as a Financial Sector Professional (PSF) – are regulated by the financial sector law of April 5 1993 and supervised by the Commission de Surveillance du Secteur Financier (CSSF). We benefit from privileged access to the financial market and are part of the highly sought after sphere of professional secrecy within the bank industry.

Authorized statutes:

  • Investment adviser
  • Broker for financial instruments
  • Commissionnaire
  • Asset management
  • Family Office
  • Investment services (reception, transmission, execution and management of orders, investment advice)
  • Auxiliary services (foreign exchange, research and financial analysis)

Come and talk to us or have a look at our services.