Optimizing treasury
management
Our approach
Exclusive Partners seeks the best offers on the market among banks, insurance companies and asset management firms and adapts them to its clients’ needs and constraints.
Our offer
We adapt the characteristics of the bank deposits and insurance contracts proposed to investors’ constraints, particularly in terms of liquidity, maturity and reward profile.
Likewise, we select the best short-term funds and/or take part in their creation (in defining their characteristics) for an optimal response to our clients’ expectations.
Our counterparties are among the major players in the marketplace.
Why us ?
Exclusive Partners has composed a team dedicated to seeking the best treasury management solutions. For over 10 years it has forged close relations with its counterparties, thus allowing it to propose the most suitable offer at any time for cash investments, in terms of diversification, innovation or return.
This mainly tailor-made offer is systematically enhanced by long-term personalized support for investors by our teams (in the form of reporting, contractual support, advice, etc.).
