Knowing you better to serve you better

Realising a precise audit of your situation

Our team of experts communicate a lot with you to determine your profile with accuracy. Dialogue is the basis of our relationship.

An attentive advisor

Detailed short-term, mid-term and long-term action plans are presented to you by our consultants? Their objectives? Monetizing your current investments but even enhancing your wealth to make you look at the future confidently.

Building your wealth

We are convinced that we help our clients score a great success by respecting scrupulously their specifications. That’s why we keep on getting in touch with all of our clients throughout our collaboration to keep you informed about the evolution and the profits of your portfolio.

Independance and integrity

We follow scrupulously the legislation. During our first interview, we hand you in:

  • A document that gathers the mentions prescribed in the article 325-3 of the general French market authority AMF rules and in the articles L.520-1 and R-520-1 of the French insurance laws
  • The conformity file composed by all the information about the clients (legal entity or physical person)
  • The Chart of the National Camber of Wealth and financial managers and advisors

At our second meeting, we submit to our clients the global mission letter that they have to sign before we begin working together.

Audit Patrimonial à Strasbourg