The
Investisseur Privé team
We respond to your needs as a private investor. By your side, we combine human relationships and expertise to structure your wealth and boost your investments.
At the service of the private investor
We support you with your wealth management needs
- Selection of the best investments.
- Analysis of your needs through a wealth assessment.
- Construction of a tailor-made asset allocation.
- Availability and long-term monitoring.
Our commitments for every private investor
We believe in the quality of our service in your interest. Our commitments seal a relationship of trust and durability.
Freedom
Our investments (tax wrappers and assets) meet demanding selection criteria. This freedom of choice is possible thanks to our capital independence and the expertise of our Investment department. Moreover, our team's compensation is not linked to the nature of the assets proposed, guaranteeing impartial and value-added advice.
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Education
We take the time to understand your needs and life projects, during a wealth assessment and throughout our relationship. We offer you investments in line with your situation, the current context and market opportunities. We support you in your decisions, with full knowledge of the facts, in free, advised or delegated management.
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Proximity
You can call on us at any time and in all wealth-related areas. We respond in a personalized way, welcoming you at one of our offices, visiting your home, or speaking by phone or video conference. Moreover, all pricing is given to you in full transparency before any decision is made.
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Freedom
Our investments (tax wrappers and assets) meet demanding selection criteria. This freedom of choice is possible thanks to our capital independence and the expertise of our Investment department. Moreover, our team's compensation is not linked to the nature of the assets proposed, guaranteeing impartial and value-added advice.
Discover
Education
We take the time to understand your needs and life projects, during a wealth assessment and throughout our relationship. We offer you investments in line with your situation, the current context and market opportunities. We support you in your decisions, with full knowledge of the facts, in free, advised or delegated management.
Discover
Proximity
You can call on us at any time and in all wealth-related areas. We respond in a personalized way, welcoming you at one of our offices, visiting your home, or speaking by phone or video conference. Moreover, all pricing is given to you in full transparency before any decision is made.
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Permanent monitoring from our 3 departments!
Investment: daily monitoring of our asset selection.
Advisory: analysis of your investment performance and recommendations.
Operations: financial, tax and legal administration (beneficiary clause, etc.) for you.
Free, advised or
delegated management?
With Investisseur Privé, you have the choice!
01
Free management
You choose your investments in complete autonomy, based on your wealth objectives. Our team executes them and ensures their monitoring.
02
Advised management
You have the freedom to accept or adjust our recommendations following an in-depth analysis of your situation.
03
Delegated management
You entrust us with the management delegation. We carry out the arbitrations to benefit at all times from the best asset allocation.
Talk to an advisor
Need to talk with our team?
Contact an advisor
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Frequently asked questions about Investisseur Privé
Want to know us better? Here are the answers to the questions you're asking.
Wealth management and investment specialists. As experts, they support you in structuring and optimizing your fortune. They also address all your estate planning and tax optimization needs. Our team averages over a dozen years of experience per employee.
To be effective in all aspects of our relationship and create value. This structure includes: Selection of the best investments with permanent monitoring: our Investment department. Your wealth assessment and tailor-made asset allocation: our Advisory department and your dedicated advisor. Execution of your wealth strategy and management of the resulting administrative tasks: our Operations department and your dedicated manager. We are by your side!
It all depends on the management mode chosen: free, advised or delegated. In parallel, know that monitoring is one of Investisseur Privé's commitments. This includes: Daily monitoring of our investment selection. Performance analysis of your investments in advised and delegated management. In management, "Your space" continuously informs you about your investments. Financial, tax and legal administration, in line with finance laws and others. You can also choose family office support, a service available on request.
Each of our employees has a fixed and variable compensation. The latter is in no way linked to the nature of the investment, guaranteeing total independence in the recommendations made to you.
Yes! Our capital independence (no bank, insurer or asset management company as shareholder), our open architecture approach (free selection of the best investments) and our compensation model ensure the impartiality of our advice and support.
No, and that's a strength! Our open architecture approach allows us to select the best investments. It also guarantees the independence of our advice and management.
Yes! Our teams are bound by professional secrecy, strict ethical rules and GDPR. Moreover, your information is stored on secure systems and shared only with essential and authorized professionals.
Two management modes are offered: Free management: you decide, we execute and you track your positions on your personal space. Advised management: we advise you after a comprehensive wealth assessment, you validate our recommendations, we execute operations and ensure monitoring. We are also proactive and inform you of market opportunities. Delegated management: discover our 4 delegated management portfolios, eligible for attractive tax wrappers such as life insurance, capitalization contracts, PEA and PEA-PME...
A dedicated advisor is your privileged contact within our team. They carry out your wealth assessment and asset allocation. They are at the heart of your wealth strategy and support you through all of life's moments.
A dedicated manager is in charge of the administrative and financial management of your investments. They ensure the proper execution and monitoring of your operations and answer all your practical questions.