A newsletter published every Saturday that provides accessible information about investments and helps subscribers understand markets, investments and taxation in five minutes.

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Offer

Wealth advisory from €10,000

Investisseur Privé provides wealth management advice from €10,000, depending on the products recommended. Product investment minimums range from €1,000 to €100,000.

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Offer

Free wealth assessment

A free, no-obligation and comprehensive wealth assessment with one of Investisseur Privé's wealth advisers. The consultation can take place at the firm's office, at your home, by videoconference or by phone.

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Events

1 event

Free

Event

Le débrief placements

Sat, 29 Aug

A weekly newsletter providing accessible educational content about investments and wealth management. Each Saturday, it informs subscribers in 5 minutes through articles, webinars, newsletters, videos and white papers.

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Services

16 services · 6 categorys

Bilan patrimonial

Conseil en assurance vie

Conseil en défiscalisation Girardin

Conseil en dette privée

Conseil en dispositif 150-0 B ter

Conseil en épargne financière

Conseil en immobilier SCPI

Conseil en plan d'épargne entreprise

Conseil en plan d'épargne retraite

Conseil en private equity

Conseil en produits structurés

Conseil en transmission de patrimoine

About

Hours and details

Investisseur Privé, votre conseiller en gestion de patrimoine. Mieux que votre banque, plus proche et indépendant qu'une banque privée !

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Business and professional services