Nicolas DUCHENE

Wealth Planning Services - Senior tax advisor – Senior Vice-President
-Dedicated to advice UHNW clients and Family Office in a number of international corporate as well as personal tax issues
-Regional position covering Hong-Kong, Singapore and Taiwan Private Bank Offices
-Responsible to develop new platform of services in Asia with an emphasis on cross border estate and tax planning and special projects such as private investment fund structuring, philanthropy & personal risk management advisory

Sector: Banking

Personal, The Advisory Partnership
Head of tax and estate planning within a multidisciplinary task-force, providing solutions to large families and business owners in the fields of credit investment advisory, tax and inheritance planning, corporate advisory, private investment fund area and philanthropy planning
- Head of international tax and estate planning activities for the Monaco Private Bank subsidiary of BNP Paribas Switzerland (From 2004 to 2006)
- Head of project development “European Life Insurance” (2005)
- Involved in a wide range of activities including advising UHNW clients in a number of international corporate tax issues (structuring and restructuring of international businesses, intellectual property, optimisation of cross-border income flows and financing structures) as well as personal tax issues (choice of tax residence, optimisation of the holding and income of real estate and financial assets, designing tax-advantaged portfolios, philanthropy advisory)
- Organisation of training courses and regular information to relationship managers (training sessions, articles)
- Editorial of marketing tools for clients regarding the European Savings Tax Directive issues (2005)
- Set up of a platform for client’s grant-making. Creation of an integrated philanthropic offer dedicated to the client

Sector: Banking

International Tax & Estate Planning

- Providing relationship managers and international HNWI clients (Europe) with studies and tax advises regarding inheritance tax planning, structuring, relocation of wealth and persons
- Management of the relationships between internal and external providers
- Lecturing at training seminars and development of products and patrimonial services
- Development of “niches” strategies (sportsmen, vineyard investments)
- Reflection on the setting up of a public interest foundation in Switzerland for a private bank

Sector: Banking

Tax & Domiciliation: Account Manager
- Structuring and restructuring of international businesses, intellectual property, optimisation of cross-border income flows and financing structures, management holding structures and/or increasing of business, patent or participation
- Tax advises to European individuals in term of wealth protection, inheritance planning and transfer of residence

Sector: Banking