Wealth Management
Interest aligned: a deal based on trust, shared value and entrepreneurial spirit.
We are the strategic Partner of entrepreneurial families.
Our Wealth Manager, a single point of contact across all areas of the Bank
The strong synergy between Wealth Management and the Bank’s other divisions, such as Corporate & Investment Banking, gives clients access to the full range of services needed to enhance their entrepreneurial story.
What is Wealth Management?
Trust, practicality, and entrepreneurial spirit. This is what Wealth Management means to us.
Our approach is built on transparency, vision, active listening, and confidentiality. We design bespoke investment strategies, avoiding product‑driven logic.
Three pillars at the core of our Wealth offering
Cherry Open Platform
An open platform that identifies the best market opportunities for our clients. We manage wealth end to end, from investment advice to portfolio management and wealth planning.
Cherry Private Markets
We provide exclusive access to unlisted strategies and funds, with opportunities ranging from private equity and private debt to real estate transactions.
Cherry Investment Vehicle
We offer professional and high‑profile clients the chance to participate directly in Cherry Bank’s returns through securitization vehicles composed of credit portfolios from the Corporate & Investment Banking area.
A deal based on trust
We listen to our clients’ needs to identify solutions that meet their real objectives: stability, yield enhancement, opportunities.
Tailor-made investment strategies
We aim to be a trusted reference for clients and guide them toward the combination of services that turns every opportunity and challenge into tangible value. Financial planning, advanced financial advisory, and both traditional and sophisticated investment solutions: our offering meets the full range of needs of entrepreneurs and entrepreneurial families.