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ICMA Private Wealth Management Charter of Quality
 
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:
  • 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
Download the ICMA Private Wealth Management Charter of Quality

If you have any queries about this charter or if your organisation is interested in becoming a signatory, please contact Patrik Karlsson on +44 20 7213 0317.

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 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
Degroof Petercam Luxembourg S.A. December 2012
DZ Privatbank S.A. December 2012
ING Luxembourg November 2012
Intesa Sanpaolo Bank Luxembourg S.A. December 2012
KBL European Private Bankers S.A. October 2012
Natixis Bank December 2012
NORD/LB Luxembourg S.A. Covered Bond Bank, Luxembourg December 2012
Pictet & Cie (Europe) S.A. December 2012
Société Générale Bank & Trust S.A. October 2012
UBS (Luxembourg) S.A. December 2012
UniCredit Luxembourg S.A. December 2012
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 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
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
Banque Lombard Odier & Cie SA February 2013
Merrill Lynch Wealth Management January 2013
Nordea Bank S.A. 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 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