Contact us

Your Trusted Wealth Management Partner in Luxembourg

As a trusted partner, our mission is to preserve and grow your wealth across generations.

We stay in close contact with you at all times, providing customized solutions
that reflect the evolving nature of your individual needs.

We offer deep local insight and – through our network of boutique
private banks – broader, pan-European perspective.

Your Trusted Wealth Management Partner in Luxembourg

As a trusted partner, our mission is to preserve and grow your wealth across generations.

We stay in close contact with you at all times, providing customized solutions
that reflect the evolving nature of your individual needs.

We offer deep local insight and – through our network of boutique
private banks – broader, pan-European perspective.


YOUR LIFE, YOUR NEEDS


Whatever your needs and wherever you are based, our dedicated team of experts can provide
a solution that meets your personal and professional expectations.

 

A holistic strategy to meet your individual needs

Wealth advice

  • Legal expertise
  • Tax optimization
  • Legacy and succession planning

Investment management

  • Personalized discretionary management
  • Expert advice
  • Portfolio construction, review and analysis
  • Real estate investment solutions

DIVERSIFICATION

  • Asset diversification strategies
  • Expert valuation services (e.g. real estate)
  • Capital preservation
  • Consolidation of assets

A holistic strategy to meet your personal and professional needs

Business advice

  • Management of personal liabilities linked to professional activities
  • Tax and remuneration optimization, including management of personal pension and stock options
  • Legacy and succession planning

Corporate solutions

  • Balance sheet optimization
  • Treasury management/Forex
  • Asset and liability management
  • M&A activities
  • Debt/equity fundraising
  • Pension fund optimization management

Wealth management

  • Personalized discretionary management
  • Expert advice
  • Real estate investment solutions
  • Capital preservation

A family office approach to meet your personal and professional needs

Business advice

  • Management of personal liabilities linked to professional activities based on our legal expertise
  • Fiscal & remuneration optimization, incl. management of personal pension & stock options
  • Legacy & succession planning

Corporate solutions

  • Balance sheet optimization
  • Treasury management
  • Asset & liability management
  • M&A advisory
  • Debt/equity fundraising
  • Pension fund optimization & management

Wealth management

  • Personalized discretionary management
  • Expert advice
  • Real estate investment solutions
  • Capital preservation
  • Personalized discretionary management

CENTERS OF EXCELLENCE

Our specialist teams across Europe have significant experience in cross-border transactions. Focused on providing clients with integrated solutions, we aim to help you achieve your ambitions wherever you are.

Wealth planning and structuring

Our pan-European team of 45 specialists helps clients manage, structure and transfer wealth

Asset management

KBL epb has its own commercial brand for in-house funds managed by the group: the Richelieu Investment Fund range

Global markets

With direct global market access through our trading room in Luxembourg, we deliver efficient and accurate execution.

Institutional and professional services

We aim to ensure that the complex needs of institutional and professional clients are satisfied efficiently and to the highest professional standards

 

Wealth Planning


Dedicated to fully understanding your financial situation, we extend high-quality, specialist services to our clients, creating personalized, long-term opportunities to preserve and grow your wealth.

Our team has three fields of expertise:

International wealth planning & structuring
International tax planning & structuring
Advanced financial engineering

 

Asset management


Supported by close cooperation between our private bankers and portfolio managers, we offer our private and institutional clients a selection of roughly 50 investment funds, covering the main themes and asset classes.

Operating from two of the group’s management companies: Kredietrust Luxembourg and KBL Richelieu Gestion in France
Managing nearly €4 billion
45 dedicated professionals across Europe

 

Global markets


Helping to streamline our services through enhanced technology and connectivity, our Global Markets team provides our clients with:

Privileged market access
High standards of market reactivity and execution
Proactive and tailored advice & reporting

 

Institutional and professional services


Completing the wealth management value chain by positioning the group as a true “one-stop shop,” our Institutional & Professional Services team offers clients in-depth knowledge of trading and brokerage on:

Equities
Bonds
Third-party funds
Money market instruments
Currencies (Forex)
Structured products
Precious Metals

 

Investment


With a customized financial approach, you choose the level of involvement in the management of your portfolio.

Our active investment approach is founded upon strong investment convictions, while portfolio composition is driven by a transparent process – prioritizing wealth preservation by limiting downside exposure.

 

Insurance


Among other solutions, the contracts offered by our group allow you to prepare your retirement and transfer your wealth, benefiting from an advantageous tax framework.

Luxembourg legislation allows policyholders to benefit from a “super privilege,” and KBL epb has partnerships with three insurance companies recognized in Luxembourg.

 

Credit


At KBL epb, we understand that, even while possessing significant capital, our clients may require liquidity solutions in order to seize significant opportunities.

We also recognize that portfolios can benefit from careful leveraging in the form of debt finance. We therefore offer secure credit, a reflection of our global wealth-management approach.

Whatever your investment objective - including investing in real estate, equities or fine art – KBL epb is your trusted partner.

Investment

At KBL epb, our teams are dedicated to the creation and administration of tailor-made investment vehicles, chosen in accordance with your personal situation

Insurance

We offer customized life insurance solutions adapted to your specific needs thanks to our partnerships with life insurance companies recognized in Luxembourg

Credit

When it comes to financing your ambitions, we offer our clients a wealth of credit services and solutions.


OUR PROFESSIONALS BY YOUR SIDE


Our experienced private bankers are focused on your needs every single day,
applying their expertise to each individual relationship.

Their background, entrepreneurial spirit and understanding of client expectations all contribute to our ability to develop personalized, tailor-made solutions adapted to prevailing market conditions.

 


NEWSROOM


CONTACT US


Should you have any questions on our services, please contact

by phone

+352 47 97 22 99

meet us

43 BOULEVARD ROYAL LUXEMBOURG, MONDAY TO FRIDAY, 
9 AM TO 5 PM