Private banking
Prepare a discussion with an institution about its range of services, organisation and relationship terms.
Banking services are provided by the institution concerned.
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XdC · Diez de Cambournac
Distinct areas of expertise.
A dialogue to coordinate.
Diez de Cambournac brings conversations together around your project. The seven introduction pathways involve different professions; each professional operates within their own field and under their own responsibility.
The areas below describe categories of contacts. They are neither a list of confirmed contractual partners nor a promise of access or acceptance.
External management
Understand the role of an external manager, the terms of their mandate and their relationship with the custodian bank.
All management activities are the responsibility of the authorised professional.
Lawyers & tax advisers
Identify questions requiring legal or tax analysis tailored to your situation and the countries involved.
XdC does not provide personalised legal or tax analysis.
Fiduciary firms & accountants
Prepare discussions about administrative organisation, accounting obligations and coordination of the parties involved.
The scope and responsibilities are defined with the provider.
Business sales & financing
Understand the roles of business sale advisers, financing specialists and the institutions approached.
No introduction guarantees financing or a transaction.
Succession & international matters
Bring together family and cross-border questions to prepare discussions with the appropriate professionals.
The assessment of an international situation is specific to each case.
The framework for an introduction
Know who is involved.
And in what capacity.
Before any introduction, Charles clarifies the proposed professional's identity, his own role and the applicable framework. Any commercial interests or remuneration arrangements must be explained within that framework.
When an introduction to an asset manager is considered, Charles's role is presented in accordance with the contracts and authorisations actually applicable. XdC and the asset manager are separate parties. No asset manager's endorsement of this website is claimed.
The seven Diez de Cambournac pathways let you start with a need relating to asset management, private banking, structured products, real estate or financing.
A private bank or another professional may be considered according to the need. The decision to accept a case, the scope of services and their terms belong to the professional concerned.
An initial conversation
It all starts with
a conversation.
Take the time to understand your situation, then identify the relevant professionals together.