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Tailor-made financial investments

Whether you are a business owner or an employee, managing your assets is essential to securing your financial future. Our team of experts will guide you in implementing personalized investment solutions tailored to your objectives and risk profile.

Financial investments for business executives or employees

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Why can MY BANK PRIVEE support you?

Personalized support

Nous prenons le temps de comprendre vos besoins et vos objectifs pour vous proposer des solutions sur mesure.

Recognized expertise​

Our advisors are experienced professionals who provide you with informed and objective advice.

A rigorous selection

We select the best financial products from trusted partners to offer you high-performing and secure solutions.

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Assurance vie

  • A flexible and efficient solution for saving, preparing for retirement or passing on your assets.

  • Access a wide range of investment options tailored to your objectives: secure, balanced or dynamic.

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Contrat capitalisation

  • Ideal for companies looking to leverage their excess cash, the capitalization contract offers high-performing investment solutions and attractive tax benefits. We help you maximize your returns while respecting your management objectives.

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Plan Epargne Entreprise

  • Offer your employees attractive solutions for saving while benefiting from tax and social advantages.

  • Build loyalty and motivation among your teams by recognizing their efforts through group savings plans.

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Plan Epargne retraite collectif

  • Prepare for your retirement with a tax-efficient long-term savings solution.

  • Benefit from supplementary income or capital at retirement age.

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Our experts will guide you in choosing the solution best suited to your situation. We take into account your industry, your projects, and your repayment capacity to offer you the best terms.

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What our customers say about us

"I am delighted with the advice I received regarding my financial investments! The team guided me towards a high-performing life insurance policy tailored to my objectives. Transparency, expertise, and availability were all present. I highly recommend them."

Remi B., since 2024

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