Echiquier Gestion Privée becomes a brand in its own right
La Financière de l’Echiquier’s Private Banking activity is evolving : Echiquier Gestion Privée becomes a brand in its own right and asserts its identity.
With €2 billion under custody in 2022, La Financière de l’Echiquier’s global private banking business has already achieved a great deal of momentum by developing its offering over the last three years to adapt it to the needs of individual investors and their wealth management challenges. A new stage has now been reached for this historic business line of La Financière de l’Echiquier, which is now called Echiquier Gestion Privée and has a fully-fledged brand identity.
La Financière de l’Echiquier (LFDE) was born in the private client segment and has been assisting its individual clients for over 30 years, over several generations, and has built up a know-how that today enables it to rank among the leading players in the sector.
The new name, Echiquier Gestion Privée, is accompanied by a dedicated website (Gestion privée – LFDE – La Financière de l’Echiquier) and a new signature: “Together let’s grow your wealth”.
This new identity also marks an important step in the evolution of LFDE’s offer, which innovates by proposing a global support, based on multiple expertises accompanied by a vast panel of services, patrimonial, regulatory and fiscal advice. LFDE is thus adding to its historical know-how, forged on the financial markets, which are by nature demanding, with diversified expertise such as guaranteed products or real estate, enabling it to respond to all the problems encountered by investors. This development responds to the growing demand from individual investors, particularly from the new generations, for 360° advice and comprehensive support.
To continue to deploy this proven approach, Echiquier Gestion Privée relies on two fundamentals: the personalisation of asset strategies and the availability of its teams.
Echiquier Gestion Privée, headed by Bertrand Merveille, has a team of 25 specialists that will be further expanded in 2023, with nearly 8,000 clients and €2 billion in assets under custody.
Bettina Ducat, Chief Executive Officer of La Financière de l’Echiquier, said:
“Our clients are at the heart of our development strategy, which is based on innovation and excellence. Our priority is to listen to the evolution of their expectations and to constantly improve the quality of the service we provide. Echiquier Gestion Privée is in line with this requirement, which is our trademark, and represents a new and ambitious step for our private management.”
Bertrand Merveille, Managing Director of La Financière de l’Echiquier and Director of Echiquier Gestion Privée, said:
“We are constantly shaping our range of services and products to support our clients and build wealth strategies tailored to their projects. With the acceleration of assets under custody, in a complex context for investors, the time was right to launch Echiquier Gestion Privée: our offer, which brings together a wide range of expertise, is designed to meet the personal challenges of our clients, by providing them with a listening ear, advice, comprehensive support and total availability.”
About La Financière de l’Echiquier
Founded in 1991, La Financière de l’Echiquier (LFDE) is one of France’s leading entrepreneurial asset management companies. LFDE relies on its expertise in conviction-based management to offer its institutional, retail and private clients the responsible solutions they need to enhance the value of their investments. LFDE manages €14.5 billion (as at 31.12.2021), has more than 140 employees and is present in Germany, Austria, Spain, Italy, Switzerland and the Benelux countries.
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