Concorde Wealth Management SA

Our History
& Family group

Our family’s commitment:
personalized service & privacy

For over 100 years our family, originally from France, founders of the Concorde group of companies now operating from Switzerland and Barbados, has provided expert and secure asset protection and wealth management services to structure and manage its own wealth and that of other entrepreneurial families like our own. Concorde Bank Limited was founded in 1987 by 5 founding families (from France, Canada and Switzerland) and has since then grown into a well-established, boutique private bank in Barbados, offering international banking & trustee services to a global clientele of business-owners and their families.

two men in suit sitting on sofa

INTERNATIONAL PRIVATE & CORPORATE BANKING FOR ENTREPRENEURS

Our partner bank's services are :

Foreign Exchange
& Transfers

Deposits

Loan & Guarantee
Facilities

International Custody

Wealth
Management

Trading & Brokerage

CONCORDE BANK LIMITED, located in the independent Caribbean nation of Barbados:

  • the bank provides custody, cash management, FX, brokerage, commercial banking transactions, loans & guarantees, as well as all traditional private banking services, including a range of asset & fund management services
  • the bank services the requirements of both
    • private individuals and their families
    • corporates, including a range of regulated wealth sector institutions (trustees, company managers, fund groups, life & captive insurers)
  • if you seek a reliable, small and helpful bank, able to take custody of both your private and business deposits (with a minimum of USD 100’000) and assist with your commercial as well as private banking needs, you should consider contacting one of our banking experts, by completing the inquiry form herewith or calling one of free-phone numbers below.
  • in Barbados: +1.246. 430 53 20
a room that has a bunch of drawers in it

Concorde bank's history

Our group’s personalized banking, trustee and fiduciary services rely on our long family experience of asset protection, structuring and banking, for both the private wealth and the business assets of our clients.

With a track record dating back over 50 years, our family’s tradition of service to entrepreneur families was developed in Paris and London and, from 1987, in Barbados, where we currently administer and custody over USD 1 billion of private assets,

While remaining of relatively small size (our group employs only around 20 highly experienced employees globally), we have developed a very efficient and practical network of close relationships with specialized tax advisors, service providers and wealth professionals who cater for a full range of wealth management and asset protection services, including asset management, fund selection, multi-manager funds, private funds, tax reporting & advice, pre-immigration planning, relocation & residency issues, etc.