Daniel Roy

LBP AM SA (LBP AM) is an asset manager headquartered in Paris, France. Formerly known as La Banque Postale Asset Management SA, the firm was founded in 1988 through the joint venture between Aegon Asset Management and La Banque Postale. LBP AM offers a complete, customized portfolio management solution and services for institutional investors.

HSBC Private Bank France SA (HSBC-PBF) is a majority-owned subsidiary of HSBC France SA, which in turn is a subsidiary of London-based HSBC Holdings Plc (LSE: HSBA; NYSE: HBC). Located in Paris, HSBC-PBF was created in 2003 through the merger of four private banking subsidiaries of the CCF group, namely Banque du Louvre, CCF Banque Privée Internationale, Banque Eurofin and HSBC Republic. The firm specializes in cross-border wealth management for an international clientele of high-net worth individuals and institutions. They manage discretionary portfolios and distribute investment products managed within HSBC and by third parties, following an open architecture model. HSBC-PBF operates in close relationship with their asset management subsidiary Louvre Gestion.

HSBC Private Bank (UK) Ltd. (HSBC Private Bank-UK) is the private banking subsidiary of HSBC Bank Plc., ultimately held by HSBC Holdings Plc (LON: HSBA) in Great Britain. The HSBC group can trace their history in London back to 1865 when the Hongkong and Shanghai Banking Corporation office opened, and through later acquisitions are linked to Samuel Montagu & Co. Limited, founded in 1853. Headquartered in London, HSBC Private Bank-UK offers a full range of wealth management advice and services to wealthy individuals and their families worldwide.