BOUNDLESS
PRIVATE BANKING
SEEING THE WORLD
THROUGH YOUR PERSPECTIVE
A place filled with opportunities and challenges to conquer. A constantly evolving marketplace of commerce, finance, individuals, and innovation. A connected world where businesses, capital, and entrepreneurs can traverse borders with greater ease than ever before.
REDEFINING
INDIVIDUALITY
A personalized approach built on deep relationships, aligning with your lifestyle. We focus on managing your long-term investments, supporting your business ventures, and assisting with your philanthropic goals.
DEDICATED
TO YOUR SUCCESS
At Petrus Private Bank, we take pride in our unwavering commitment to excellence and our dedication to meeting your financial needs.
In an ever-evolving world, we remain your trusted and stable partner—delivering value, innovation, and bespoke financial solutions.
Whether you’re an individual growing your wealth, a business seeking strategic support, or an entrepreneur pursuing bold aspirations, our experienced team is here to guide you with financial strategies tailored to align with your unique goals.
With a global approach to wealth management, we deliver personalized and borderless banking solutions that adapt to your lifestyle and financial ambitions, wherever you are in the world.
Thierry Bounous, Chairman
PRIVATE BANKING
TAILORED BANKING FOR YOUR LIFESTYLE
A Petrus Private Bank account goes beyond the ordinary, offering personalized current and deposit accounts that align with your unique needs. Designed for efficiency, our accounts provide flexible payment options and seamless fund management across multiple currencies.
With a focus on convenience and security, our global custodian banks ensure the safekeeping of your assets, allowing you to manage your wealth effortlessly and mitigate foreign exchange risks—no matter where you are in the world.
EXPLORE GLOBAL INVESTMENT OPPORTUNITIES
Unlock a world of diverse investment possibilities with our tailored brokerage services, offering both advisory and execution-only options. Leverage leading trading platforms to invest in a range of financial instruments, including stocks, bonds, ETFs, and alternatives, across major global exchanges.
Need access to niche markets? We’ve got you covered. Whether you prefer self-directed investing or expert portfolio management by our senior traders, we provide efficient execution at competitive costs—ensuring your investments align with your goals.
GLOBAL ASSET CONSOLIDATION SOLUTIONS
For investors with diverse portfolios across multiple jurisdictions, consolidating assets under a globally regulated banking group provides key advantages. Our custodian banks ensure asset security, maintaining a clear separation from their own holdings.
With expertise in various regulatory environments, they facilitate seamless transactions while adhering to stringent privacy standards. Comprehensive record-keeping and reliable reporting enhance portfolio management, while robust disaster recovery policies provide added protection.
By leveraging leading custody banks, we focus on delivering optimal returns and personalized service tailored to your financial goals.
ASSET MANAGEMENT
TAILORED PORTFOLIO MANAGEMENT
For those with limited time, our discretionary portfolio management service offers a comprehensive investment solution. After understanding your financial objectives and preferences, our investment specialists take charge of constructing and managing your portfolio.
With discretionary authority, we handle transactions without requiring prior approval, ensuring swift and strategic decision-making. Regular reports, including contract notes, account statements, and valuation summaries, provide full transparency and insight into your portfolio’s performance.
PERSONALIZED INVESTMENT ADVICE
For those seeking tailored investment guidance while maintaining control over decisions, our advisory mandate offers the ideal solution. Working closely with an adviser and analyst, you’ll receive strategic recommendations and proposals aligned with your financial goals.
Our advisory team continuously monitors your portfolio, providing regular updates, valuations, and comprehensive reports to keep you informed and in control of your investments.
WEALTH PLANNING
TRUST SOLUTIONS FOR WEALTH PROTECTION
Trusts offer flexible solutions beyond tax minimization, helping to safeguard wealth, maintain lifestyle needs, and protect against personal and business risks. Whether used independently or alongside companies, foundations, or insurance policies, trusts provide strategic estate planning benefits.
A trust allows a grantor to transfer assets to a trustee for the benefit of designated beneficiaries, offering potential tax efficiencies and protection from probate, divorce, and creditors. Our partners provide expert advice on structuring both onshore and offshore trusts to suit your specific needs.
STRATEGIC WEALTH TRANSFER & PROTECTION
High net worth individuals face unique challenges in wealth transition and protection, both during their lifetime and beyond. Proactive estate planning ensures that assets are protected from unnecessary taxes and distributed according to your wishes.
Involving heirs early can facilitate a smooth transition and harmonious asset division. Our expert partners can help develop a comprehensive succession plan, addressing personal, family, and business affairs to secure your legacy effectively and in full compliance with legal frameworks.