Fixed term investments

Your chargé d’affaires will advise you and suggest various options, including certificates of deposit (CDN) and medium term notes (BMTN) that combine profitability, liquidity and security.

Structured options

Take advantage of currency or share market dynamics with structured products that improve profitability and reduce risks. Our teams will help you find the most suitable options.
 

Interest rate risk cover

Our rates cover options protect you against fluctuations in interest rates. They include:

• Cap, to protect you against rises

• Tunnel, for protection against rises, and with a limit in case of falls

• Swap, to change from a fixed to a variable rate

An effective range of OPCVM fund management options

Palatine Asset Management (PAM), a fund management company for third parties, is a subsidiary of Banque Palatine. Specialised in high conviction investment management, it includes three areas of expertise:

• Short term management
• Diversified, open and dedicated (made-to-measure) management
• Stock-picking management

PAM’s know-how guarantees you secure management and a range of OPCVM fund management options to cover all the needs of company fund investments, including:

• Day to day investments with pure monetary OPCVM options
• Management of stable surpluses, thanks to so-called “dynamic monetary” bonded or diversified OPCVM options

 
A dedicated service for direct first time investors

When your volume of funds and mastery of financial instruments allow it, Banque Palatine will put you into direct touch with its team dedicated to market activity.  This team can meet any demands on the exchange rates and options markets.