Creand Wealth & Securities (Banque de Patrimoines Prives, S. A.)

Banking

Specialities :

Custodian bank

Fund administration

Wealth management

And planning and structuring

Revenue

11M - 100M

Total Funding

Size

51 - 200

About Us

At Creand Wealth & Securities, we offer an exclusive, personalised and professional service. We specialise in financial services for professionals, institutions, and family offices, as well as high-net-worth private investors. We offer personalised in-house solutions in the planning, implementation, and monitoring of all kinds of funds and unregulated structures. We also offer wealth management and portfolio management services. Since 2010 and under the supervision of the CSSF, we offer our professional and institutional clients a highly qualified planning and structuring service, which together with our depository banking and fund administration services allows us to be the only small bank in the Luxembourg market to offer all these services. We also offer an exclusive wealth management service, discretionary portfolio management and the possibility to provide Lombard loans. Our partners and clients choose us because we are flexible, we know how to understand their needs and we ...

Contact Information

Luxembourg

creand.lu

Creand Wealth & Securities (Banque de Patrimoines Prives, S. A.) Org Chart

Employees

Total Employees:
37

Top Contacts:
0

C-Level 0	VP - Level-
Director-	Manager-
Others38

Employees Working At Creand Wealth & Securities (Banque de Patrimoines Prives, S. A.)

Baldomero Yanez

Discretionary Portfolio Manager

Fulvio Pepe

Head of Organization

Chloe Jullion

Depositary onboarding officer

David Rincon

Business Development

Borja Cruz

Head of Wealth Management

Creand Wealth & Securities (Banque de Patrimoines Prives, S. A.) Email Formats

Buyer Intent

Pain Points	Locations	Technologies
Application Development	Luxembourg, Luxembourg	basic, financial, e, archiving, payment
Data Entry	Luxembourg, Luxembourg	basic, financial, e, archiving, payment
Digital Transformation	Luxembourg, Luxembourg	communication, basic, audit, financial, e, v, l, archiving, collaboration, payment, presence, operations, client service
Microsoft Technologies	Luxembourg, Luxembourg	communication, e, v, l, collaboration, presence, operations, client service
Reconciliation	Luxembourg, Luxembourg	communication, audit, financial, l, collaboration, presence, operations

Trigger

Tech Stack Used By Creand Wealth & Securities (Banque de Patrimoines Prives, S. A.)

A quick view of products employed by Creand Wealth & Securities (Banque de Patrimoines Prives, S. A.)

Board

Excel

Microsoft office

Prudence

List of technologies used by Creand Wealth & Securities (Banque de Patrimoines Prives, S. A.)

Archiving

Audit

Client service

Collaboration

Communication

Languages Used By Creand Wealth & Securities (Banque de Patrimoines Prives, S. A.)

Basic E L V

Jobs at Creand Wealth & Securities (Banque de Patrimoines Prives, S. A.)

Hiring 2024-07-08 22:47:48

Depositary Bank Oversight Officer (m/f)

Luxembourg, Luxembourg

Banque de Patrimoine Privees (BPP) is a banking entity owned 100% by the Credit Andorra Group, lo...

Hiring 2024-06-21 11:31:55

Senior Fund Accountant PERE (m/f)

Luxembourg, Luxembourg

Banque de Patrimoine Privees (BPP) is a banking entity owned 100% by the Credit Andorra Group, lo...

Hiring 2024-07-10 00:24:48

Stagiaire / Alternant - Comptable de Fonds (h/f)

Luxembourg, Luxembourg

Banque de Patrimoine Privees (BPP) is a banking entity owned 100% by the Credit Andorra Group, lo...

Hiring 2024-04-18 01:14:30

HR Officer Trainee (m/f)

Luxembourg, Luxembourg

Banque de Patrimoine Privees (BPP) is a banking entity owned 100% by the Credit Andorra Group, lo...

Hiring 2024-10-02 12:39:56

Accounting & Administrative Assistant (m/f) CDD / Part-time

Luxembourg, Luxembourg

Banque de Patrimoine Privees (BPP), best known as Creand Wealth and Securities is a banking entit...

Frequently Asked Questions About Creand Wealth & Securities (Banque de Patrimoines Prives, S. A.)

What does Creand wealth & securities (banque de patrimoines prives, s. a.) do?+

What are Creand wealth & securities (banque de patrimoines prives, s. a.)'s specialties? +

Custodian bank,fund administration,wealth management,and planning and structuring

What is Creand wealth & securities (banque de patrimoines prives, s. a.)'s industry? +

Creand wealth & securities (banque de patrimoines prives, s. a.) operates in the Banking industry.

What is Creand wealth & securities (banque de patrimoines prives, s. a.)'s revenue? +

Creand wealth & securities (banque de patrimoines prives, s. a.)'s revenue is 11m - 100m

What is Creand wealth & securities (banque de patrimoines prives, s. a.)'s company size? +

Creand wealth & securities (banque de patrimoines prives, s. a.) has 51 - 200 employees.

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