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PRESENTATION
For some time now I have strongly believed that there is a need for a traditional private bank where clients can be confident that their assets are safe. Despite my long experience of the financial markets I was deeply concerned by the recent global financial crisis, which made it all the more apparent to me that there is a need for a bank such as this.
With Banque Havilland we are building a strong new private bank that provides safety and reliability for those who are looking for a new partner to help them structure and manage their wealth. Our Bank is run conservatively and we have made a point of putting our initial focus on getting the ‘basics’ right. We want Banque Havilland to be the type of bank that we, as a family, would like to bank with - from prudent management of the balance sheet through to good quality service. By placing family members in both the management and staff of the Bank we hope to ensure that these values of the family are embedded into the culture.
We think that our proposition is attractive, as whilst clients will have the security of a sound and independent bank this is complemented by having access to the experience and the network of a family that has successfully grown and managed their wealth over many years.
David Rowland, Honorary President, Banque Havilland S.A.
THE OWNERS
The Private, Private Bank
Established in 2009 by the Rowland Family, Banque Havilland emerged from the family’s desire to create a private bank that they would like to bank with.
The family has many years of professional experience in the finance and investment sector and views the ownership of a bank as a natural progression.
A Track Record of Financial Experience
Since the mid-1960s David Rowland has worked to build the family fortune through acquiring and dealing in international property, global resources and mining, ports, ship building, financial services and private operational and distribution businesses.
Family investments have taken the form of both direct and indirect stakes in businesses, either on their own behalf or in conjunction with select partners.
THE FOUR PRINCIPLES
Banque Havilland offers exclusive, discreet and personalised private banking services to Ultra High Net Worth Individuals and Families.
BECOME PART OF THE FAMILY’S NETWORK
A SOUND & TRADITIONAL BANK
INDEPENDENT & FAMILY OWNED
INVEST WITH US
TRADITIONAL PRIVATE BANKING SERVICES
A personalised premium 24/7 service with a dedicated Relationship Manager providing access to:
• Accounts and Cards (current and fixed term deposit accounts in multiple currencies, credit cards, cash services)
• Foreign Exchange services
• Custody and Dealing services
• Standard and tailored credit solutions
• Asset Management covering discretionary, advisory and bespoke services
• Wealth Planning Advisory services
• Specialist services
THE ASSET MANAGEMENT APPROACH
Traditional… yet not so Traditional Asset Management
Our traditional approach focuses on low risk/high return assets, with a priority on liquidity at all times.
We are not driven by a benchmark and therefore maintain flexibility over strategy, from traditional ‘buy and hold’; to quick turnarounds. The portfolios can be invested or disinvested at any time based on our assessment of market sentiment, volatility and timings.
We are not restricted by traditional boundaries – we use the most suitable instrument to achieve the desired market exposure irrespective of geography, sector and asset class.
Unconstrained investment style – idea generation is based on a continuous review of global themes, trends and specific asset classes. We develop this still further through our network of partners.
THE CO-INVESTMENT APPROACH
An offering that clearly sets Banque Havilland apart from other private banks
Alongside the traditional private banking services, clients are also invited to ‘co-invest’ with the family.
This environment opens up investment opportunities that are not accessible to the public. These opportunities can range from private equity style products such as stakes in start-up companies, pre-IPO support or distressed situations through to attractively-priced senior ranking bonds and loans to well-established corporates.
These investments will have passed the family’s investment vetting process and will be opportunities that the family itself invests in.
The investment horizon spans almost all business sectors and geographies, and all types of financial instruments from private equity to listed securities.
CORPORATE BANKING SERVICES
Corporate Finance is at the heart of the family’s investment experience, and as such it is an area where the Bank can truly support the needs of its clients.
At Banque Havilland we are able to assist other families and entrepreneurs with their businesses through our corporate advisory team who can provide M&A, restructuring, private placements and business strategy knowledge and expertise.
Our integrated platform across private, investment and corporate banking allows us to provide a unique solution for our clients where we are able to support the entire lifecycle of a deal – from sourcing and structuring a deal through to the financing and realisation of the deal.
OUR SERVICES
Our experienced professionals are interested in understanding the pattern of a client’s wealth and providing a service that meets their individual needs. Our portfolio of services includes:
• Accounts
• Credit Cards
• Foreign Exchange Services
• Co-investment Opportunities
• Discretionary Asset Management
• Direct access to the dealing room
• Advisory Portfolio Services
• Fund Platform
• Financing
• Custody Services
• Wealth Structuring Services
• Corporate Banking Services
• Art Advisory Services
For any further queries, please do not hesitate to contact us.
BANQUE HAVILLAND S.A.
35a, avenue J.F. Kennedy • L-1855 Luxembourg • t. +352 463 131 • f. +352 463 132 • e. [email protected]
BANQUE HAVILLAND S.A. - UK BRANCH
5, Savile Row • London W1S 3PB • United Kingdom • t. +44 (0) 20 7087 7999 • f. +44 (0) 20 7087 7995 • e. [email protected]
BANQUE HAVILLAND (MONACO) S.A.M.
3-9, Boulevard des Moulins • MC-98000 Monaco • t. +377 999 995 00 • f. +377 999 995 01 • e. [email protected]
BANQUE HAVILLAND (LIECHTENSTEIN) AG
Austrasse 61 • LI - 9490 Vaduz • Liechtenstein • t. +423 239 33 33 • f. +423 239 33 00 • e. [email protected]
BANQUE HAVILLAND (BAHAMAS) LTD
Unit 1 Western New Providence • Bahamas • t. +242 702 2900 • f. +242 362 6186 • e. [email protected]
BH INTERNATIONAL LLC
Lotte Business Centre • Novinsky boulevard 8 • 121099 • Moscow • t. +7 495 969 27 53 • f. +7 495 969 27 53 • e. [email protected]
BANQUE HAVILLAND S.A. REPRESENTATIVE OFFICE
Aspin Commercial Tower • Office # 4001 • Sheikh Zayed Road • Dubai, UAE • t. +971 56 178 98 13 • e. [email protected]
BANQUE HAVILLAND INSTITUTIONAL SERVICES S.A.
26, Bd. Royal • L-2449 Luxembourg • B.P.555 L-2015 Luxembourg • t. +352 46 57 57 1 • f. +352 47 01 70 • e. [email protected]
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