Banque Havilland (Monaco) — Bankowość prywatna i zarządzanie majątkiem w Monako

Brief history and founding

Banque Havilland is a private banking group established in 2009. Since its foundation it has grown from a boutique private bank into a multi-jurisdictional group offering wealth management and bespoke banking services to private and institutional clients. The group expanded its footprint beyond its original base to include offices in key financial centres, including a presence in Monaco aimed at serving high-net-worth individuals, families and small-to-medium enterprises with international needs.

The Monaco entity operates as part of the wider Banque Havilland group and leverages the group's capabilities in cross-border wealth planning, investment advisory and structured solutions while adapting offerings to the local market environment and the regulatory framework of the Principality.

Type of bank

Banque Havilland (Monaco) is principally a private bank focused on wealth management and private banking services. Its activities typically cover discretionary and advisory portfolio management, tailored investment solutions, and client-centric banking services. While not a retail high-street bank, it serves private clients and corporates with bespoke commercial and financial services rather than mass-market retail banking.

Key services offered

Banque Havilland (Monaco) offers a range of services commonly required by private and corporate clients in an international private banking centre:

• Personal banking and accounts: multi-currency current and savings accounts, payment services, debit/credit facilities where applicable.
• Wealth and asset management: discretionary portfolio management, investment advisory, asset allocation and portfolio monitoring.
• Investment services and products: access to equities, fixed income, structured products, collective investments and alternative investments suitable for sophisticated investors.
• Lending and credit solutions: secured and bespoke lending facilities, Lombard/portfolio-backed lending, tailored credit lines for liquidity or acquisition financing.
• Corporate and business banking: business accounts, treasury services, corporate finance advisory and payment solutions for small and medium enterprises and family-owned businesses.
• Custody and settlement: safekeeping of financial instruments and execution, settlement and reporting services.
• Trust, fiduciary and family office support: coordination of wealth structuring, succession planning and related advisory services in partnership with specialist providers.
• Foreign exchange and payments: FX services for multi-currency needs and international payment arrangements.

Notable features or specializations

Banque Havilland positions itself as a boutique private bank with an emphasis on personalized service, confidentiality and flexible solutions. Notable aspects include:

• Tailored approach: emphasis on bespoke investment solutions and individualized relationship management rather than standardized retail produc