Directory of private banks: find a professional in your city
Private banking is primarily aimed at clients with significant assets who wish to benefit from comprehensive support to structure, grow, and transfer their assets. It offers personalised follow-up that goes beyond traditional banking services and is part of a long-term relationship between the client and their private banker.
The role of a private bank is to support clients in managing their assets—financial, real estate, and sometimes business assets. This support is generally based on a bespoke approach that takes into account the client’s personal situation, wealth objectives, investment horizon, and risk tolerance.
Private banks therefore offer a range of specialised services. In particular, they provide portfolio management, selection of investment solutions, tax optimisation, retirement planning, and the organisation of wealth transfer. Some institutions also provide access to specific investment solutions such as dedicated funds, private equity, structured products, or real estate investment.
Beyond financial solutions, private banking stands out for the quality of support and the coordination of the different aspects of a client’s assets. It can therefore work in collaboration with other professionals such as wealth advisers, lawyers, notaries, or chartered accountants to implement coherent strategies tailored to each situation.
This page allows you to discover the private banks in our directory and identify institutions that can support you in managing, optimising, and transferring your assets.
Private banking is generally intended for individuals with substantial financial or real estate assets who are looking for more personalised support than that offered by traditional banking networks. Access thresholds vary by institution, but this type of service is most often aimed at senior executives, entrepreneurs, liberal professions, retirees with significant capital, or heirs looking to structure their assets.
The objective is to offer comprehensive support that takes into account all components of the client’s assets. This approach helps define strategies suited to life projects, financial objectives, and the tax or estate constraints specific to each situation.
The relationship is generally based on a dedicated contact capable of coordinating the different areas of expertise required for wealth management.
Private banks support individuals with substantial assets in managing, optimising, and transferring their assets. In France, access to private banking is generally offered from €250,000 to €500,000 in financial assets, depending on the institution, while some wealth management services are reserved for assets above €2 million. The French market benefits from the strength of a banking sector that manages several thousand billion euros in assets and serves a client base made up mainly of entrepreneurs, liberal professions, executives, and wealthy families.
Private banks offer a wide range of services that go far beyond simply managing bank accounts. They support clients in defining their investment strategy, managing their financial portfolios, and selecting solutions suited to their risk profile.
They also intervene in areas such as retirement planning, tax optimisation, financing real estate projects, or organising the transfer of assets. Some institutions provide access to specific investment solutions that are not always available through traditional banking networks.
Support may also include advisory services for business owners, particularly in the context of a sale, a transfer, or a wealth restructuring.
Private banking and wealth management advice often pursue similar objectives, but their operating models can differ. Private banking generally relies on solutions and expertise developed within its own banking group, whereas an independent wealth adviser may have access to a broader universe of solutions depending on how they operate.
In practice, many clients choose to combine several areas of expertise. It is not uncommon for a private bank to work in collaboration with lawyers, notaries, chartered accountants, or wealth advisers in order to provide a comprehensive response to the issues encountered.
This complementarity makes it possible to address the financial, tax, legal, and estate dimensions of assets simultaneously.
Private banking also supports clients through the major stages of their wealth journey. Retirement planning, family protection, organising a transfer, and managing business assets are among the topics frequently addressed.
The strategies implemented aim to preserve assets over the long term while taking into account changes in personal circumstances and the economic environment. Regular follow-up helps adapt the chosen solutions to new objectives or changes in context.
This holistic vision is one of the main added values of the support offered by private banks.
Not all private banks target the same profiles and they do not necessarily offer the same services. Some are particularly recognised for their expertise in financial management, while others place greater emphasis on supporting entrepreneurs, families, or international assets.
The Experts du Patrimoine directory makes it possible to identify private banks on the market and compare their specialities. The listed institutions can support individuals looking to structure, grow, protect, or transfer their assets with a long-term approach.
Before choosing an institution, it may be useful to speak with several professionals to assess the quality of the support offered and the relevance of the solutions considered. You can consult the private banks listed in the Experts du Patrimoine directory to find a contact suited to your wealth objectives.
