Bourgeois Bohème
Family offices and client staff navigate the complex landscape facing HNWIs: stringent financial regulations, restrictive transaction limits, and the intricacies of cross-border compliance. Adding to this challenge is the lack of digitalisation in traditional private banking and a shortage of high-quality assistance services.
What’s needed is a solution like BoBo: a comprehensive app-based financial management and lifestyle platform that operates across multiple currencies and geographies.
BoBo enhances operational efficiency for family offices and client staff in managing high-net-worth lifestyles by:
TACKLING PRODUCTIVITY ROADBLOCKS
By digitising and streamlining financial operations, BoBo frees staff from manual tasks, boosting productivity and efficiency.
OVERCOMING FINANCIAL CHALLENGES
BoBo simplifies the monitoring of household finances, easing the management burden for more fluid financial oversight.
ADDRESSING TASK-MANAGEMENT COMPLEXITY
With BoBo’s versatile tools, staff can effectively handle a wide range of tasks, from client payments to personal errands.
NAVIGATING CONCIERGE SERVICE LIMITATIONS
BoBo offers bespoke concierge solutions tailored to the unique needs of affluent clients and their support teams, available on demand.
UNLOCKING EXCLUSIVE OPPORTUNITIES
BoBo grants access to a world of luxury services and experiences at favourable rates, empowering staff to offer principals exceptional deals and premium experiences.
Have a question regarding Bourgeois Bohème?
Contact Bourgeois Bohème directly, or opt for discretion with our private exploration option and take advantage of a free 20-minute consultation with the Simple team to thoroughly explore your service requirements.
What sets Bourgeois Bohème apart?
"BoBo is more than a payment solution; it's a lifestyle. Our meticulously designed features seamlessly integrate with your routine, facilitating financial management and allowing you to enjoy life on your terms."
Hayley Atkinson
Product
Bourgeois Bohème enhances operational efficiency for family offices, private banks, and fiduciary companies engaged in supporting high-net-worth clientele. By streamlining the intricacies of financial transactions and lifestyle management, BoBo enables to deliver top-tier service more effectively.
Main Tasks
- Daily Finance Tailored To The Needs of HNWI
- Comprehensive Financial Management for Families and Households
- Lifestyle Assistance
Top features
- Premium Cards
- Bespoke Payment Devices
- High Top-up, Payment and ATM Limits
- Flexible Personal Account Management
- Family and Household Management System
- Consolidated Reporting
- Payment Facilitation With Secure Approvals from Primary Account Holder
- Personal Assistance
- Travel and Lifestyle Benefits
Assets supported
- Bankable or Financial Assets & Funds
- Foreign Exchange
- Art & Collectibles
Whitelabel
- Yes
Type Of Software
- SAAS
Integrations
- Not at present
Mobile App
- Yes
Type of data
- Transaction level
Accuracy
- Through frequent data audit processes and modern IT systems
Custodians
- None
Multi-currency
- Users can set multiple base currencies
Rates
- Monthly or annual subscription fees
Regulated
- Yes
Regulated by
- The card processor
Cost structure
- Seat based (per named user)
- Transaction use based (per transaction)
- Feature-based
Key Company Information
Have a look at the company, clients, and references to learn whether this is a match for you.
Employees
- 11-50
Founded
- 2018
Locations
- Vilnius, Lithuania
Top 5 Markets
- United Kingdom
- Germany
- France
- Sweden
- Finland
Ownership
- Owned by management
- External investors (neither clients nor staff)
Focus
- Multi-family offices
Secondary focus
- Individual wealth owners
- Single-family offices
- Multi-family offices
- Banks
Disclosure not permitted
Request ReferencesSupport & Services
Learn what support and services you can expect
Support options
General contact mail or phone
Dedicated contact
Onboarding
2 days
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