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