Members of our staff specialised in asset management advice are present in most of our branches.
In Paris, Lyon, Marseille and Toulouse we also have asset management study centres.  These combine the knowledge of experts at your service to help you set up your asset management strategy.
 

We provide three fields of expertise :

 

• Analyses of your private and business assets

We analyse your assets and help you to work out the strategy best suited to your plans, including transfer of your business, optimising your tax situation and preparing for retirement. 

 

• Financial asset management

Building an asset portfolio, changing the structure or options of an existing asset base, We can provide a full range of solutions to meet all your expectations, from accessible interest-yielding savings to savings schemes for the future.
OPCVM Palatine mutual funds and our Palatine Bourse online service also enables you to take advantage of market dynamics and leaves you in total control of your portfolio.

 

• Real estate strategy

Our comprehensive range of offers provides solutions for all your plans, including financing your main home, secondary home or property for letting, thanks to our wide range of real estate credit options.
To help you in your project, our partner Iselection has a wide choice of quality properties for letting.