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ICMA Private Wealth Management Charter of Quality

 

The ICMA Private Wealth Management Charter of Quality brings together in a single document the guiding principles of best practice adopted by the cross-border private banking industry.

The Charter is designed to be consistent with relevant regulation at both the EU and national level, and to complement principles such as the Wolfsberg Principles on anti-money laundering and the global recommendations of the Financial Action Task Force. This is the first initiative of its kind where the private wealth management industry has joined together voluntarily to commit to common standards of quality, compliance and good market practice as set out in the Charter.

The three main principles which are of paramount importance to the nature of business relationships with clients are the foundation of the charter, namely:

  • Integrity: in business relationships; of markets, financial products and services; and of staff;
  • transparency: towards clients, and regarding the regulatory environment;
  • professionalism: regarding the primacy of clients’ legitimate interests and efficiency.

The ABBL, via its Private Banking Group, became the first signatory of the Charter on 4 October 2012
 

ABBL members & related members that have signed the Charter

NameDate
ABLV Bank LuxembourgApril 2013
ABN Amro Bank (Luxembourg) S.A.December 2012
Andbank LuxembourgJuly 2013
Banque BCP S.A.January 2013
Banca Popolare dell'Emilia Romagna (Europe) International S.A.December 2012
Banco Espirito Santo, S.A., Succursale de LuxembourgMay 2013
Banco Itaú Europa Luxembourg S.A.February 2013
Banco Bradesco Europa S.A.December 2012
Banque Carnegie Luxembourg S.A.January 2013
Banque et Caisse d'Epargne de l'EtatJanuary 2013
Banco Popolare Luxembourg S.A.October 2012
Bank of China Luxembourg S.A.December 2012
Bank of China Limited Luxembourg Branch (Related Member)December 2012
Banque Degroof Luxembourg S.A.December 2012
Banque de Commerce et de PlacementsDecember 2012
Banque de Luxembourg S.A.October 2012
Banque de Patrimoines PrivésDecember 2012
Banque Hapoalim (Luxembourg)March 2013
Banque Havilland S.A.April 2013
Banque Internationale à LuxembourgDecember 2012
Banque LBLux S.A.December 2012
Bank Leumi (Luxembourg) S.A.January 2013
Bankinter Luxembourg S.A.August 2013
Banque Puilaetco Deeway Luxembourg S.A. (Related Member)November 2012
Banque Privée Edmond de Rothschild EuropeApril 2013
Banque RaiffeisenNovember 2012
Banque Safra-Luxembourg S.A.April 2013
Banque Transatlantique Luxembourg S.A.April 2013
BGL BNP Paribas S.A.November 2012
BHF-Bank International S.A.December 2012
BSI Luxembourg S.A.February 2013
Catella Bank S.A.July 2013
Commerzbank International S.A.November 2012
Commerzbank AG, Filiale Luxemburg (Related Member)April 2013
Compagnie de Banque Privée Quilvest S.A.December 2012
Compagnie Financière de Gestion Luxembourg S.A. (Related Member)February 2013
Cornèr Banque (Luxembourg) S.A.April 2013
Credem International (Lux) S.A.December 2012
Crédit Agricole LuxembourgDecember 2012
Crédit Agricole Luxembourg Conseil S.A. (Related Member)January 2013
Crédit Agricole Family Office Iberia S.A. (Related Member)January 2013
Credit Suisse (Luxembourg) S.A.October 2012
Danske Bank International S.A.October 2012
Dekabank Deutsche Girozentrale Luxembourg S.A.November 2012
Delen Private Bank Luxembourg S.A.December 2012
Deutsche Bank Luxembourg S.A.November 2012
Deutsche Postbank International S.A.January 2013
DNB Luxembourg S.A.January 2013
DZ Privatbank S.A.December 2012
East-West United Bank S.A.June 2013
EFG Bank (Luxembourg) S.A.January 2013
Eurobank Private BankNovember 2012
Experta Corporate and Trust Services S.A. (Related Member)Macrh 2013
Frankfurter Volksbank International S.A.January 2013
Freie Internationale Sparkasse S.A.April 2013
HSBC Private Bank (Luxembourg) S.A. (Related Member)March 2013
HSBC Trinkhaus & Burkhardt (Int.) S.A. (Related Member)January 2013
ING LuxembourgNovember 2012
KBL European Private Bankers S.A.October 2012
La Française AM Private BankFebruary 2013
Lombard Intermediation Services S.A.December 2012
Lombard Odier (Europe) S.A.February 2013
M.M. Warburg & Co Luxembourg S.A.December 2012
Natixis BankDecember 2012
Norddeutsche Landesbank Luxembourg S.A.December 2012
Nordea Bank S.A.December 2012
Pictet & Cie (Europe S.A.)December 2012
Sal. Oppenheim jr. & Cie. Luxembourg S.A.December 2012
Skandinaviska Enskilda Banken S.A.December 2012
Société Générale Bank & Trust S.A.October 2012
Svenska Handelsbanken S.A.April 2013
UBI Banca International S.A.November 2012
UBS (Luxembourg) S.A.December 2012
UniCredit Luxembourg S.A.December 2012
Union Bancaire PrivéeJanuary 2013
VP Bank (Luxembourg) S.A.December 2012

 

Non-members who have signed
NameDate
VPB Finance S.A.December 2012
Andreas Capital-Suxes KeyDecember 2012
Genève InvestDecember 2012
JRS Asset Management S.A.December 2012
Core Capital Management S.A.December 2012
Capital at WorkDecember 2012
Midas Gestion S.A.December 2012
Augemus S.A.December 2012
BHF-Bank Aktiengesellschaft Niederlassung
Luxemburg
December 2012
Opportunité LuxembourgDecember 2012
Hottinger & CieDecember 2012
Orbit Private Asset Management S.A.January 2013
Logiver S.A.January 2013
Merrill Lynch Wealth ManagementJanuary 2013
GPB Asset Management S.A.February 2013
LuxNordic Wealth Management S.A.February 2013
Baumann & Partners S.A.March 2013
Banque FortunaMarch 2013
Berenberg Bank Niederlassung LuxemburgMarch 2013
Elite AdvisersMarch 2013
Origo S.A.March 2013
Lux Capital Management S.A.March 2013
Swedbank Asset Management S.A.March 2013
Banque Hapoalim (Switzerland) Ltd.March 2013
Union Investment Financial ServicesMacrh 2013
Attrax S.A.March 2013
Colin & Cie. Luxembourg S.A.March 2013
Arena Wealth Management S.A.March 2013
Alternative Leaders S.A.March 2013
FinAdvice Groupe FortunaMarch 2013
Assaya Asset Management LuxembourgMarch 2013
VHC Capital ManagementMarch 2013
Credit Suisse Fund ServicesMarch 2013
Rhein Asset Management S.A.March 2013
Tradition Luxembourg S.A.March 2013
Advantage Financial S.A.March 2013
Carl KliemMarch 2013
Banque Öhman S.A.April 2013
FiducenterApril 2013
2 PM Luxembourg S.A.April 2013
Northern Trust Global Services LtdApril 2013
CofibolApril 2013
Crédit Agricole Corporate and Investment BankApril 2013
Donner & Reuschel Luxemburg S.A.April 2013
Espirito Santo Wealth ManagementJuly 2013
Global Asset Advisers & Management S.A.August 2013
Carmignac Gestion Luxembourg S.A.September 2013
Privalux ManagementDecember 2013

For more information on the Charter, please visit the ICMA website

January 2013
January 2013
   
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