Wealth Management & Investments in St. Barths
Put your wealth to work, with the discipline of a private bank.
Free, no commitment
You have built capital. Now it needs to work for you, methodically and without more risk than necessary.
In St. Barths, ST-BARTH PRIVATE OFFICE advises individuals and companies on how to invest their capital: asset allocation, Luxembourg life insurance and capitalization contracts, discretionary management, dedicated funds, private equity, structured products and corporate cash. Solutions are chosen from a selection of partner firms. The first thirty-minute consultation is complimentary, and fees are then quoted before you commit.
Who it is for
- You have cash sitting idle in an account.
- You have just sold a property or a business.
- You want a second opinion on investments already in place.
Our solutions
Asset allocation
A mix of assets built around your goals, your time horizon, and the level of risk you accept.
Luxembourg life insurance
Your assets are kept separate from the insurer’s and you rank ahead of other creditors. A wide choice of investments and currencies.
Luxembourg capitalization contract
For you or for your company. Your assets can be held by a custodian bank in Switzerland.
Discretionary management
You hand day-to-day management to an asset manager chosen with you, within limits set in advance.
Dedicated fund
When the size of your wealth justifies it, an internal fund reserved for your contract and managed to order.
Private equity
Unlisted companies, private debt, infrastructure: funds selected from specialist managers.
Structured products
Solutions whose return and protection terms are set in advance, and should be understood before you commit.
Corporate cash
Putting the surplus cash of your company or holding company to work, instead of leaving it in a current account.
Solutions are chosen from a selection of partner firms. All investments carry risk, including the risk of loss of capital. Fees quoted after an initial conversation. Regulatory framework
Luxembourg and Switzerland, from St. Barths.
Luxembourg life insurance is a policy taken out with an insurer based in Luxembourg. The policyholder’s assets are kept separate from the insurer’s, and the policyholder ranks ahead of every other creditor. With a Luxembourg capitalization contract, assets can be held by a custodian bank in Switzerland. You keep one point of contact, on the island.
Free, no commitment
A simple method, in four steps.
First conversation
Thirty complimentary minutes to understand your situation and your goals.
Wealth review
Assets, income, taxes: everything laid out clearly.
Tailored strategy
Clear, quantified recommendations. You decide.
Ongoing guidance
Your life changes. Your strategy adapts.
Frequently asked questions
Do I need to live in St. Barths to become a client?
No. The firm advises those who live, work, or invest in St. Barths.
What is Luxembourg life insurance?
It is a policy taken out with an insurer based in Luxembourg. The policyholder’s assets are kept separate from the insurer’s, and the policyholder ranks ahead of every other creditor. The policy gives access to a wide choice of investments and currencies.
Is the first consultation free?
Yes. The first conversation lasts thirty minutes. It is complimentary and comes with no commitment.
Let’s talk about your wealth, here, in St. Barths.
Free, no commitment