Wealth management in France

Key points

Wealth management helps employees build, protect, and optimize their financial assets through personalized investment strategies and long-term financial planning.

Main measures

Investment advisory services

Tax optimization strategies

Estate planning solutions

Financial coaching programs

for company

Reinforces employer attractiveness by offering premium financial guidance to employees.

for employees

Employees benefit from expert financial planning, wealth accumulation opportunities, and tax-efficient investment solutions.

Our tailor-made support

Benchmark

We analyze market solutions to identify the best options for your company. Our in-depth study helps you select the most competitive and compliant benefits tailored to your specific needs.

Tailor-made proposal

We design customized solutions aligned with your company culture and employee expectations. Our personalized approach ensures optimized benefits that fit your goals and workforce requirements.

Individual Onboarding

Each employee receives dedicated support to understand and activate their benefits. We ensure a smooth transition and clear communication to maximize engagement and adoption.

Support & Dedicate hotline

A responsive support service and dedicated hotline address employee and HR inquiries. We guarantee efficient issue resolution for a seamless and user-friendly experience.

Legal Monitoring

We continuously track regulatory changes to ensure your benefit programs remain compliant. Our experts keep you informed and provide strategic guidance on best practices.

Advice & Innovation

We anticipate market trends to offer innovative and evolving solutions. With our expertise, your benefits remain attractive and aligned with employees' changing expectations.

Team

Together, We Facilitate Your Success

“We make life easier for our customers and their employees by offering them a premium service. We make it a point of honour to deal with all requests received within 24 hours, so that all employees can easily take full advantage of the benefits offered by their company” Gilles Degrange General Manager

“After an audit of our customers' needs, we draw up a personalized benchmark of the solutions available on the French insurance market. We then implement them for all our customers' employees. We make sure we always have the most effective offers at the best conditions.” Olivier Champetier Account Manager

“We know that employee onboarding plays a crucial role in a company's career path. That's why we pay particular attention to this stage and support each employee throughout the process.” Hélène Jarry Office assistant

“In addition to our "Benefits" solutions, and after a personalized needs analysis, we can also assist employees with all their asset management and financial investment requirements.” Sixtine Dupond Mottet Wealth Management