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Banque Pâris Bertrand

About the Bank

Pâris Bertrand is a Swiss private bank, with a presence in both Geneva and Luxembourg, and founded in early 2009 in Geneva. The bank’s objective is to offer both private and institutional investors bespoke advisory and portfolio management services.

The bank is owned exclusively by its founders, who have had a long and successful experience in some of the largest Swiss and Global financial institutions. Georges Gagnebin, ex-CEO of UBS Wealth Management, is the President of the Board of Directors.

The bank’s client base includes several renowned entrepreneurs, significant family offices, large NGO/Foundations and Swiss pension plan providers.

Our Asset Allocation Principles

- Precedence is given to capital protection

- Risk management and diversification is at the very core of our investment process

- Asset allocation creates the performance of a portfolio (90%)

- Transparency provides added value, guarantees independence and aligns interests

Unique Selling Proposition (USP)

Starting with an investment framework strategy individually defined for each client, a dedicated dynamic multi-asset class approach is developed within the constraints of OPP2.

Fundamental Allocation will determine the cyclical adjustments of the allocation. Based on economic fundamentals (GDP, inflation, valuations) in order to provide optimal long-term opportunity.

Quantitative Allocation (trend evaluation, technical indicators, etc…) then directs tactical adjustments of the allocation and the risk management elements. Finally, asset selection allows for optimal exposure by asset class.

The strategy proposed by the bank offers a high level of diversification, access to binary investment approach with a completely transparent, and an actively-managed asset allocation which follows a disciplined approach, without behavioral bias.