Personal advisers are paramount in the relationship between CBP Quilvest and its clients. They identify all banking and wealth issues before establishing the scope and objectives of a partnership. Based on this evaluation, they call on and coordinate the various experts concerned, and propose appropriate solutions.
Throughout the relationship with the platform QWM, advisers continue to oversee their clients’ wealth. Liaising with all its experts and external service providers, they take into account customers’ expectations and inform them of the latest financial innovations and regulatory changes (legal, tax) that could influence the management of their financial assets or wealth in general.