Marc MOLES le BAILLY BANQUE PRIVÉE

Transcription

Marc MOLES le BAILLY BANQUE PRIVÉE
Marc MOLES le BAILLY
General Manager, BANQUE PRIVEE EDMOND de ROTHSCHILD EUROPE - Succursale de Belgique
Belge, date de naissance: 1/08/1955
Langue(s): Français, néerlandais, anglais.
Formation: Licence en sciences économiques, ULB (1981).
Carrière: 1982-94: Responsable gestion d'actifs (1989), Assurances Générales de France. 1995:
Responsable Bureau d'Etude de la Caisse Privée Banque. 1996-2005: Banque Nagelmackers 1747
Directeur Asset Management, Directeur général (2001), Administrateur Directeur (2004). 2005: Banque
Privée Edmond de Rothschild Europe, Belgian Branch, Membre du Comité de Direction. Depuis 2007:
Directeur Général, Banque Privée Edmond de Rothschild Europe.
Assoc. Club(s): Cercle de Lorraine.
Hobby(ies): Tennis, voyages, lecture, golf.
Philosophie des affaires: Fédérer les membres de l'institution pour atteindre les objectifs dans un cadre
éthique irréprochable.
BANQUE PRIVÉE EDMOND de ROTHSCHILD EUROPE
Activity sector: Banking
Address: Avenue Louise, 480 box 16A – B-1050 Brussels
Telephone: 02/645.57.57– Telefax: 02/645.57.20
Agencies:
Liège:
Quai de Rome, 56 – B-4000 Liège
Antwerpen: Frankrijklei, 103 – B-2000 Antwerpen
Corporate history: On 15th April 2003, the Luxembourg-based Banque
Privée Edmond de Rothschild Europe opened a branch in Brussels. This
Belgium Branch, the Bank’s third outside Luxembourg, employs 20
experienced professionals and specialises in wealth management for high net
worth individuals and families.
The history of Banque Privée Edmond de Rothschild Europe dates back to
1969, when Geneva-based Banque Privée Edmond de Rothschild became the
first Swiss bank to establish a branch in Luxembourg. Banque Privée Edmond
de Rothschild Europe is currently the largest Swiss bank in Luxembourg. Part
of the Geneva-based LCF Rothschild Group, the Bank embodies the
successful wealth management which has been a Rothschild family tradition
over seven generations.
Along with Belgium, the Bank has branches in Spain and Portugal.
General manager: Marc MOLES le BAILLY
Managers: Marie-Claire KEYZER, Eric DUMOULIN, Marc LALLEMAND,
Alain QUERTON, Thierry GENOUVILLE.
Principal activities:
Banque Privée Edmond de Rothschild Europe operates in three principal
areas:
Private Banking
We provide the full range of private banking services to individuals and
families having various needs.
1) Tailor-made wealth management services.
2) Asset Management:
• Discretionary: to employ the full asset management services of the
bank;
• Advisory: for clients who wish to manage their portfolio, benefiting
from the professional advice and experience of the bank;
• External: for clients who have a preferred investment manager. The
bank centralises all transactions and tasks and takes a supervisory
and safe-keeping role;
• Unmanaged accounts: for clients who wish to manage their portfolios
themselves.
3) Rothschild Family Advisory acts as a private family office for families
with substantial wealth. Services offered include: investment
management; insurance counselling and planning; income tax planning
and consultation; estate and inheritance planning; real estate services; art
and collection advisory; specialised services such as education and
medical.
4) Financial Engineering and Estate Planning includes a wide available
range of services tailored to satisfy the specific requirements of private
clients. A few examples are: restructuring and optimising shareholdings;
company financing; organising financial flows and income (such as
dividends, profits, interests, royalties); acquiring and managing patents
and trade marks.
Institutional Asset Management and Related Support Services
As a part of the LCF Rothschild Group, we are able to draw on a deep pool of
experience and expertise in institutional asset management. Our asset
management division provides a variety of services to insurance companies,
banks and multinationals.
Investment Fund Services, Administration and Custody
Our fund services division is among the most respected and innovative in
Luxembourg, one of Europe's leading investment fund centres. We focus on
providing quality and added value services to specialist and complex
investment vehicles.
General philosophy of the company:
“Unity – integrity – industry”.
LCF ROTHSCHILD GROUP
Company origin: The Group was established in 1953 by Edmond de
Rothschild.
Corporate history: Mayer Amschel Rothschild (1743-1812) – “The
Founder”; The name Rothschild first emerged from the obscurity of the
Frankfurt back streets over 200 years ago. The five Rothschild brothers set out
from their Frankfurt home in the early 19th century. From modest beginnings,
the brothers founded banking houses in Frankfurt, London, Paris, Vienna and
Naples. They achieved renown as the most important and successful bankers
in the world.
President of the Board: Benjamin de ROTHSCHILD
International network: Geneva, Paris, Fribourg, Lausanne, Lugano,
Montevideo, Nassau, Hong Kong, Tel Aviv, Lisbon, Brussels, Monaco,
Montreal, Toronto, London, Guernsey, Taipei, Luxembourg, Bordeaux, Porto,
Bilbao, Madrid, Sao Paulo, Lyon, Milan, Jerusalem.
Activities:
Private banking: Investment advisory services; Portfolio management.
Company administration – Estate planning: Incorporation; Offshore
registration; Accounting services; Tax advice.
Consulting: Corporate finance; Risk management; M & A; Hedging strategies;
Privatisations; Appraisals.
Insurance: Retirement insurance; Welfare provision; Expatriates; Nuclear
related risks; Consulting.
Fund management: Asset allocation funds; Equity funds; Bond funds; Moneymarket funds; Composite funds; Theme funds; Regional funds; Multi-manager
funds; Index-based funds; Structured products.
Fund administration: Custody; Administration; Registrar.
Brokering / Market: Bonds / Equities / Convertibles; Interest rates; Options /
futures; Country funds.
Date info: 29.04.2008 Ref: 5009247/549025