A word from the founder

"Wealth management has evolved for several years, we talk about wealth management 2.0. Indeed, new tools and products now make it possible to respond more judiciously and more quickly to the objectives of our clients.

However, among the multitude of solutions offered on the market by most brokers, only a few solutions are optimal, and this is the art of our profession, it is the role of wealth and financial engineering, c is our added value. "

Course & Training

Coming from a triple training (MBA in finance engineering, MBA in wealth engineering, Real estate expertise), we provide our clients with a fresh perspective and 360-degree support. We organize your assets in such a way that they meet your current and future needs and goals. Our comprehensive and personalized analysis of your needs allows us to offer you lasting and tailor-made solutions.

Skills

MBA Wealth Engineering
MBA Financial Engineering
Triple Certificate of real estate expertise (Residential, Commercial, Life annuity)
Wealth Management Consulting Certificate
Bachelor of Real Estate
Bachelor of Accounting Finance
Finance License
Tax specialist certificate
ICCF Certificate & ACCF Certificate @ HEC Paris (Finance)
Legal certificate
CMF certificate (financial markets)
AMF certificate