The asset gathering arm of BNP Paribas
PROVIDER OF SERVICES
What is your strategy for AMS? Our strategy at AMS is 100 percent customer-centric. Our clients
figure at the heart of our organization. Our six business lines are structured to provide them with
solutions, products, services and advice across the entire investment cycle. Thanks to our combined
local and global coverage, AMS’ specialized teams have the commitment and skills needed to serve
their clients around the world.
Head of Asset Management & Services
Member of the Executive Committee of BNP Paribas
How do you define AMS’ objectives? Our objectives reflect our performance and our potential:
in a word, ambitious. The combination of a comprehensive offer, an agile organization and highly
creative people lets us deliver responses aligned with each client’s needs. Our dynamic and innovative
spirit is limited only by our loyalty to our clients and total respect for our commitments.
Moving forward, what does AMS aim to be? We want to become an even more pivotal source
of solutions for our clients. When people come to us, they enjoy access to the most comprehensive
array of high-end products and services in the market. We have tremendous competitive assets,
reflected in our leadership positions in each of our six businesses. In a continually changing world,
we are committed to constantly anticipating and adapting to the evolving expectations of our clients.
Coverage of the full investment cycle
INDEPENDENT FINANCIAL ADVISORS
REAL ESTATE FUNDS
DISCRETIONARY MANAGEMENT & MANAGEMENT UNDER ADVISORY
REAL ESTATE SERVICES
and online brokerage
PROPERTY & CASUALTY INSURANCE
FOR THE MANAGEMENT OF SAVINGS
PRIVATE BANK BNP Paribas is a highly regarded name in private banking among a demanding international clientele
that is extremely well-versed in business and investing. Building on the BNP Paribas group’s extensive expertise in serving high net worth individuals
and family shareowners of successful businesses, Private Bank has developed a unique model. This approach creatively melds extensive financial
and wealth management skills dedicated solely to private clients, with the commercial firepower of a major banking network. The result is personalized
services tailored to the sophisticated requirements of Private Bank clients. With a top-tier organization serving major private banking hubs in France,
Europe and Asia, Private Bank is equally proud of its 141 billion euros in assets managed, and its leadership positions in these markets.
Over 3,500 people • No.1 in France • Leading French private bank in the world / www.banqueprivee.bnpparibas.com
ASSET MANAGEMENT BNP Paribas Investment Partners (BNPP IP) delivers excellence and performance for clients thanks a model built on specialized
expertise. To tailor solutions precisely to client needs, BNPP IP continually enhances its portfolio to provide access to a broad range of asset classes, management techniques
and new markets. Able to deliver expertise through its specialized management companies (including equities, bonds, money market, alternative management, currency management
and multimanagement) to clients in 28 countries, BNP Paribas Investment Partners serves both major institutional investors and fund distribution specialists. With 326 billion euros
in assets under management, BNP Paribas Investment Partners brings customers the best of two worlds: the power and solid foundations of a major banking group, combined
with the flexibility of specialized units recognized for best-in-breed asset management performance.
2,000 people • European leader in multimanagement • No. 2 promoter of mutual funds in Europe / www.bnpparibas-ip.com
INSURANCE BNP Paribas Assurance develops and markets innovative savings, protection and property and casualty solutions in more than 35 countries. Its products
are distributed under two brands: BNP Paribas for those sold via the BNP Paribas retail banking network in France, and Cardif for other networks and distribution partners in France
and other countries. BNP Paribas Assurance’s roster of partners includes 35 of the world’s top 100 banks, along with numerous financial institutions, including consumer credit firms,
subsidiaries of automobile manufacturer credit arms and distribution groups.
Over 5,000 people • World leader in creditor insurance • No. 4 in life insurance in France / www.assurance.bnpparibas.com
SECURITIES SERVICES BNP Paribas Securities Services is Europe’s leading provider of securities services to asset management firms, financial institutions
and issuers. BNP Paribas Securities Services offers a complete and modular range of services tailored to the needs of clients at every stage in the investment cycle: settlement and custody
for all asset classes; fund administration (fund accounting, middle office outsourcing, depository bank, fund distribution support, performance measurement, attribution and risk modeling);
issuer and securitization services; securities and cash financing solutions. BNP Paribas Securities Services delivers services locally in major financial markets around the world, including Europe,
Australia and New Zealand, the United States and Japan. The combination of local coverage, recognized technological expertise, a sophisticated range of products and a focus on client service
enables BNP Paribas Securities Services to deliver efficient, innovative services to clients.
4,400 people • No. 1 in France • No. 1 in Europe • No. 5 worldwide / www.securities.bnpparibas.com
FINANCIAL INVESTMENT AND ONLINE BROKERAGE SERVICES BNP Paribas Personal Investors uses
multiple channels to provide expertise and advice for clients on a wide selection of investment solutions (short-term investments, investment funds, life insurance, etc.), along with
technologically sophisticated online brokerage services. BNP Paribas Personal Investors is active in five countries in Europe—Germany, France, Spain, Belgium and Luxembourg—
as well as India and the Middle East. It manages 33.9 billion euros (including Plug and Play).
4,000 people • No. 1 in Europe with Cortal Consors • No. 1 in France • No. 3 in Germany / www.cortalconsors.com
REAL ESTATE Through BNP Paribas Real Estate, AMS proposes a uniquely comprehensive range of services, covering four core businesses: Transactions/Advisory/Valuations,
Asset Management, Property Development, and Property and Facility Management. This alliance of diversified skills allows BNP Paribas Real Estate to address the needs of all types
of real estate products, delivering optimum solutions for acquisitions, sales, management and development of office or residential properties. With solid foundations in Europe,
BNP Paribas Real Estate applies intimate knowledge of local markets to efficiently support the real estate strategies of businesses, as well as the needs of individual clients.
3,400 people • No. 1 in France in commercial real estate • No. 1 in real estate services in Continental Europe
AND OTHER ASSETS
A EUROPEAN LEADER
WITH GLOBAL COVERAGE
PRESENCE IN NEARLY
OF REVENUES FROM BUSINESS OUTSIDE FRANCE
Net banking Income
2004 2005 2006
IN ASSET GATHERING*
540 billion euros
IN ASSETS UNDER MANAGEMENT
IN ASSETS UNDER CUSTODY
623billion euros 16%
(in billion euros)
IN ASSETS UNDER ADMINISTRATION
* 2006 figures include BNL
A MAJOR GROWTH DRIVER
FOR THE BNP PARIBAS GROUP
4.4 billion euros
2006 NET BANKING INCOME
OF ALLOCATED EQUITY
OF BNP PARIBAS GROUP
NET BANKING INCOME
AMS is a European leader in asset gathering, integrating the full range of investor
services available from the BNP Paribas group. AMS spans six business lines focused
on gathering assets and managing savings and wealth to nurture growth.
Through our powerful distribution channels, AMS delivers a broad array of products
and services with high value-added for individuals and high net worth clients,
businesses, institutions and distribution partners.
Ind ividuals AMS addresses all the asset and wealth management needs of individuals, covering investment savings, protection
and real estate. Close relations between the BNP Paribas retail banking network and AMS businesses allow us to provide solutions matched
to the needs of these individual clients. BNP Paribas Personal Investors, the European leader in online brokerage and personal investment
services with Cortal Consors, enables rapid access to a complete range of investment products. Brokerage firm B*Capital, a subsidiary
of Cortal Consors, provides investor information and advice as well as personalized discretionary mandate service.
10 million clients
Hig h net worth individuals With a long tradition of wealth management, BNP Paribas is a natural
partner to successful entrepreneurs and private investors. AMS brings them access to sophisticated expertise, with custom-tailored
financial management and wealth structuring solutions. Drawing on expertise from other group businesses, AMS wealth managers
craft unique, personalized solutions for each client.
Bus inesses and institutions AMS’ expertise covers the full range of services and products to help companies,
institutions and financial intermediaries invest efficiently and protect capital. AMS combines the strengths of BNP Paribas Investment Partners
for asset management, BNP Paribas Securities Services for investment transactions, BNP Paribas Real Estate for business real estate services
and BNP Paribas Assurance for protection solutions. This unique concentration of expertise makes AMS the partner of choice for both businesses
1,500 client businesses and institutions
Dis tribution partners AMS benefits from well-established experience in managing the sales of its products
via distribution partners, including banks, insurance companies, independent financial advisors, credit companies and mass retail chains.
AMS provides these partners with asset management solutions, open architecture fund management through FundQuest, middle
and back-office outsourcing through BNP Paribas Securities Services and insurance products through BNP Paribas Assurance,
the worldwide leader in creditor insurance and a prominent bancassurance specialist.
1,000 distribution partners
For more information please contact: Paris_ams_communication@bnpparibas.com
July 2007 •