Develop a wealth management strategy that suits you
A tried-and-tested method at your service
Your wealth is the result of the choices you have made throughout your life and your journey. It is essential to protect it, grow it and pass it on under the right conditions.
4 good reasons to use a wealth management adviser
Surround yourself with certified advisers
Receiving long-term support
Looking to the future with confidence
Preparing for the eventual handover
"A wealth audit"
"Choosing the right strategy"
‘Understanding your risk tolerance’
Wealth management Audit : understanding your needs so we can support you better
Independence and integrity
In accordance with the latest recommendations from our regulatory authorities, we will provide you with the following during our first meeting:
a client onboarding document, in accordance with Article 325-3 of the AMF’s General Regulations and Articles L.520-1 and R.520-1 of the Insurance Code;
a compliance file containing a compilation of information relating to the identification of the client (whether a natural or legal person);
the charter of the National Chamber of Wealth Management Advisers.
During a second meeting, we will submit a letter of engagement for your approval, which will set out the scope of our services and the terms of our support.