Quilvest banque privée products, services and reviews

About Quilvest banque privée

Quilvest banque privée refers to the private banking and wealth management activities of the Quilvest group, a family-controlled financial firm with roots dating to the early 20th century, delivered through regulated entities including Banque Quilvest (Luxembourg) S.A. supervised by the CSSF and Quilvest (Suisse) SA overseen by FINMA. The bank targets high- and ultra-high-net-worth clients, entrepreneurs and family holdings, providing discretionary and advisory portfolio management, custody and execution, credit secured by financial assets, and coordination of wealth and estate planning with external specialists. It offers access to listed securities and to private markets such as private equity, private debt and real estate via third-party managers and affiliated platforms like Quilvest Capital Partners; this mix combines open architecture with in-house products, creating potential conflicts of interest that are managed under applicable conduct rules (e.g., MiFID II/LSFin) but warrant client review. Minimums are high, onboarding is KYC/AML intensive, and accounts are multi-currency with e-banking and consolidated reporting; transactional banking and cards may be available depending on booking center but are not the core proposition. Pricing generally includes mandate and custody fees, transaction charges, FX spreads and, where relevant, performance fees on alternative vehicles; actual costs depend on the chosen mandate and product set. Investor protection is jurisdiction-specific: in Luxembourg, eligible deposits are covered by the FGDL up to €100,000 per depositor per bank and certain investment claims may be covered by the SIIL up to €20,000; in Switzerland, esisuisse typically protects up to CHF 100,000 per client. The model emphasizes concentrated, often illiquid allocations alongside public markets, which entails liquidity, valuation and leverage risks; prospective clients should review fee transparency, lock-up terms, tax and reporting consequences of booking location, and the applicable complaint and redress mechanisms before engagement.