Wealth Management

Wealth Management by Lazard

Our approach

 

Customized Wealth Management


Over the decades, Lazard Frères Gestion has established itself as a key player in the world of wealth management.


With a history stretching back more than 175 years, we offer tailored support to more than 2,600 families in managing their wealth. The firm offers its expertise in wealth organization and financial management with a long-term perspective.


Our Wealth Management division brings together top experts from various disciplines to deliver tailored services adapted to each client’s unique needs.

Trusting Lazard Frères Gestion means choosing a partner of excellence to accompany you with peace of mind in the effective management of your wealth.”

François de Saint-Pierre

Experts by your side

Dedicated advisors work with you to define your objectives, propose tailored solutions, and implement your wealth strategy. By integrating legal and tax developments, our specialists manage, preserve, and grow your wealth according to your ambitions.

  • Private banker

    Development and monitoring of your wealth strategy

  • Wealth planner specialist

    Structuring your wealth

  • Portfolio manager

    Management of your financial assets

  • Client advisor

    Day-to-day administrative management

Specialists for your investments

EconomistsEconomists intervene upstream of investment by providing their expertise on the economic cycle.

Financial analystsOur portfolio managers rely on teams of analysts responsible for research across all asset classes.

Legal advisorLegal advisors monitor the evolution of financial regulations. They handle all the formalities necessary for the creation and oversight of wealth funds.

Your trust, our commitment

Local Expertise in Wealth Management

Paris

25 rue de Courcelles

75008 Paris, France

(FR) +33 1 44 13 04 61

Lyon

29 place Bellecour

69002 Lyon, France

(FR) +33 4 72 69 95 80

Bordeaux

8 rue du Château Trompette

33000 Bordeaux, France

(FR) +33 5 56 44 30 00

Nantes

4 rue Racine

44000 Nantes, France

(FR) +33 2 28 08 28 78

Brussels

Blue Tower

326 avenue Louise, 1050 Bruxelles

(BE) +32 2 627 08 80

Luxembourg

39, Boulevard Royal,

L-2449 Luxembourg

(LU) +352 273 00 810

Our Wealth Management in France

Our wealth management activity in Paris began within the Lazard group in the 1960s and our regional presence dates back to the 1990s.

We have offices in Paris, Lyon, Bordeaux and Nantes.

Our wealth management in Belgium

Our Brussels office offers personalized wealth and financial advice to families and entrepreneurs residing in Belgium, combining local expertise and the strength of the Lazard group.

 

Our wealth management in Luxembourg

The Grand Duchy allows our office to serve not only a diverse local clientele, but also international investors.

 

Your key contacts

Sharing an art de vivre

Our clients have the opportunity to share a mindset that comes from within, during exclusive events that we organize in the company of leading figures from the worlds of economics and business, art, and philanthropy.