Private customers

You are looking for advice on your assets management and wish to benefit from the expertise of private bankers.

Banque Wormser Frères stands by your side and analyses with you your specific individual and family situation, your legal and tax constraints and your projects for today and tomorrow so that we can implement the best suited solutions.

The skills and availability of our private bankers and our experts allow you to access tailor made solutions, suited for your own needs : banking services, investments in our mutual funds, dedicated mandates, life insurance, stock exchange operations, tax optimization, increase value or transmission of your assets.  

Our managers are at your disposal for any help or request. You will enjoy very short reply delays and our reactivity due to very short hierarchy lines.