About
ICMA members
ICMA member-affiliates
Trade Associations
About
The ICMA Private Wealth Management Charter of Quality brings together in a single document the guiding principles of best practice adopted by the cross-border private banking industry.
The Charter is designed to be consistent with relevant regulation at both the EU and national level, and to complement principles such as the Wolfsberg Principles on anti-money laundering and the global recommendations of the Financial Action Task Force. This is the first initiative of its kind where the private wealth management industry has joined together voluntarily to commit to common standards of quality, compliance and good market practice as set out in the Charter.
The three main principles which are of paramount importance to the nature of business relationships with clients are the foundation of the charter, namely:
If you have any queries about this charter email us.
Click on the other tabs to see lists of ICMA members that have signed the Charter of Quality, ICMA member-affiliates that have signed the Charter of Quality and Trade Associations that have either signed or recommended to their members signing the Charter of Quality.
Click here to see the list of ABBL members & related members that have signed the Charter.
The Charter is designed to be consistent with relevant regulation at both the EU and national level, and to complement principles such as the Wolfsberg Principles on anti-money laundering and the global recommendations of the Financial Action Task Force. This is the first initiative of its kind where the private wealth management industry has joined together voluntarily to commit to common standards of quality, compliance and good market practice as set out in the Charter.
The three main principles which are of paramount importance to the nature of business relationships with clients are the foundation of the charter, namely:
- Integrity: in business relationships; of markets, financial products and services; and of staff;
- transparency: towards clients, and regarding the regulatory environment;
- professionalism: regarding the primacy of clients’ legitimate interests and efficiency
If you have any queries about this charter email us.
Click on the other tabs to see lists of ICMA members that have signed the Charter of Quality, ICMA member-affiliates that have signed the Charter of Quality and Trade Associations that have either signed or recommended to their members signing the Charter of Quality.
Click here to see the list of ABBL members & related members that have signed the Charter.
ICMA members
ICMA members that have signed the Charter of Quality
| Name | Date signed |
| Banque de Luxembourg S.A. | October 2012 |
| Banque et Caisse d'Epargne de l'Etat | Febuary 2013 |
| Banque Internationale à Luxembourg S.A. | December 2012 |
| BGL BNP Paribas S.A. | November 2012 |
| CA Indosuez Wealth (Europe) SA | December 2012 |
| Carmignac Gestion Luxembourg | September 2013 |
| Crédit Agricole Corporate and Investment Bank | April 2013 |
| Credit Suisse (Luxembourg) S.A. | October 2012 |
| DZ Privatbank S.A. | December 2012 |
| ING Luxembourg | November 2012 |
| Intesa Sanpaolo Bank Luxembourg S.A. | December 2012 |
| Natixis Wealth Management Luxembourg | December 2012 |
| Pictet & Cie (Europe) S.A. | December 2012 |
| Quintet Private Bank (Europe) S.A. | October 2012 |
| Société Générale Luxembourg S.A. | October 2012 |
| UBS Europe SE, Luxembourg Branch | December 2012 |
| UniCredit International Bank (Luxembourg) S.A. | June 2018 |
ICMA member-affiliates
ICMA member-affiliates that have signed the Charter of Quality
| Name | Date signed |
| ABN Amro Bank (Luxembourg) S.A. | December 2012 |
| Amundi Global Servicing PSF | July 2014 |
| Banca Popolare dell'Emilia Romagna (Europe) International S.A. | December 2012 |
| Banco Itau Europa Luxembourg S.A. | February 2013 |
| Banco Popolare Luxembourg S.A. | October 2012 |
| Bank GPB International S.A. | August 2016 |
| Banque Hapoalim (Luxembourg) S.A. | March 2013 |
| Banque Hapoalim (Switzerland) Ltd. | March 2013 |
| Banque LBLux S.A. | December 2012 |
| Banque Lombard Odier & Cie SA | February 2013 |
| Banque Raiffeisen | November 2012 |
| Berenberg Bank Niederlassung Luxemburg | March 2013 |
| BHF-Bank Aktiengesellschaft Niederlassung Luxemburg | December 2012 |
| BHF-Bank International S.A. | December 2012 |
| BSI Luxembourg S.A. | February 2013 |
| Commerzbank AG Filiale Luxemburg | April 2013 |
| Commerzbank International S.A. | November 2012 |
| Compagnie Financière de Gestion Luxembourg S.A. | February 2013 |
| Cornèr Banque (Luxembourg) SA | April 2013 |
| Credem International (Lux) S.A. | December 2012 |
| Crédit Agricole Family Office Iberia | January 2013 |
| Crédit Agricole Luxembourg Conseil | January 2013 |
| Credit Suisse Fund Services | March 2013 |
| Danske Bank International S.A. | October 2012 |
| Degroof Petercam Luxembourg S.A. | December 2012 |
| Dekabank Deutsche Girozentrale Luxembourg S.A. | November 2012 |
| Delen Private Bank Luxembourg S.A. | December 2012 |
| Deutsche Bank Luxembourg S.A. | November 2012 |
| Deutsche Postbank AG Zweigniederlassung Luxembourg | January 2015 |
| Deutsche Postbank International S.A. | January 2013 |
| DNB Luxembourg S.A. | January 2013 |
| Donner & Reuschel Luxemburg S.A. | April 2013 |
| Edmond de Rothschild Europe | April 2013 |
| Eurobank Private Bank | November 2012 |
| GPB Asset Management S.A. | February 2013 |
| HSBC Private Bank (Luxembourg) S.A. | March 2013 |
| Merrill Lynch Wealth Management | January 2013 |
| Nordea Bank S.A. | December 2012 |
| NORD/LB Luxembourg S.A. Covered Bond Bank, Luxembourg | December 2012 |
| Petercam (Luxembourg) S.A. | September 2014 |
| Skandinaviska Enskilda Banken S.A. | December 2012 |
| Svenska Handelsbanken S.A. | April 2013 |
| Swedbank Asset Management S.A. | March 2013 |
| Tradition Luxembourg S.A. | March 2013 |
| Ubi Banca International S.A. | November 2012 |
| Union Bancaire Privée | January 2013 |
| VP Bank (Luxembourg) S.A. | December 2012 |
| ICMA member-affiliate |
Trade Associations
Trade Associations that have either signed or recommended to their members signing the Charter of Quality
| Name | Date |
| Association Luxembourgeoise des Professionnels du Patrimoine | February 2013 |
| Liechtensteinischer Bankenverband | December 2012 |
| The Luxembourg Bankers’ Association (ABBL) | October 2012 |
