Les plus beaux patrimoines se façonnent dans l’exigence.
Chez GRESHAM Banque Privée, nous accompagnons depuis 1854 les particuliers les plus exigeants pour la gestion de leur patrimoine. 
Notre approche de conviction et notre agilité font notre force et notre singularité.
Grâce à notre savoir-faire historique, nous optimisons le patrimoine de nos clients en proposant des stratégies d'investissement les plus pertinentes. 
Proximité, disponibilité, réactivité, confiance sont les valeurs portées au quotidien par nos Conseillers Patrimoniaux, présents dans 18 agences en France.
GRESHAM Banque Privée a rejoint le Groupe APICIL en 2016, 3ème groupe français de protection sociale. avec 20,7 Milliards d’euros d’actifs gérés en 2020.


GRESHAM Banque Privée

This department specializes in providing financial advice and asset management services to clients, focusing on wealth accumulation and preservation.

Wealth Management

This department oversees the operational functions and processes within the organization, ensuring efficiency and effectiveness in service delivery.

Operations Management

This department oversees the operations and administration of various agencies.

Agency Management

This department is responsible for managing customer relationships and ensuring client satisfaction.

Client Relations

This department specializes in managing client relationships and providing support for various commercial and asset management activities.

Client Services

This department specializes in providing personalized financial services and investment advice to high-net-worth individuals.

GRESHAM Banque Privée

Org chart

Teams

Wealth Management

Operations Management

Agency Management

Client Relations

Client Services

Private Banking

Offices

GRESHAM Banque Privée

Org chart

Teams

Wealth Management

Operations Management

Agency Management

Client Relations

Client Services

Private Banking

Offices

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