Is this strategy recognized by the market?

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xercise of the profession , which places the client at the heart of all its concerns.



1. The CGPP (Private Wealth Management Company) was created in 2003. What was its objective?

Having made my career in the world of banking and insurance, I had noticed that wealth management did not always place the client at the center of its concerns. To provide truly relevant advice , the wealth manager must have access to all types of investments: if he specializes in life insurance, or in real estate, how could he build a "tailor-made" project, perfectly meeting the needs and situation of his client?


So the CGPP was created with a concern for objectivity and ethics, and above all by working with a very large number of partners and only the most important ones! We are thus one of the only brokers to represent 80% of the financial players on the market, we do not apply any entry fees on life insurance contracts… And there is no question of moving towards the most “practical” or most profitable products, but rather those that will allow the client to achieve their objectives. So we apply a simple rule: only sell what we would buy ourselves!




Yes, we are proud to
viber database have been ranked 3rd nationally for wealth managers by the magazine of Chartered Accountants, "Le Monde du Chiffre" in 2017, and to have the trust of many organizations. For example, we have been the referent of ADIL 75 (Agence Départementale de l'Information Logement) for everything related to real estate investment for over 15 years, we support with our advice the football players' agents of the EAJF (1st school of Football players' agents) ...


3. How to concretely build a tailor-made strategy for a client?

When we discover a new client, we start with a financial assessment, then we adapt to their situation. This involves taking into account their financial situation as well as their personal and family situation, and their objectives: building up retirement capital, reducing taxes, growing assets, planning for succession, etc.


There is no “ideal solution”: there are ideal solutions for a given customer.


4. The Wealth Manager intervenes on notions of transmission, taxation, etc. So he wears multiple hats?

To a certain extent, yes, but be careful: the scope of intervention of a Wealth Management Advisor does not authorize him to intervene in the IRPP, IFI, 2044, 2072, etc. tax returns of his clients without accreditation without a specific CJA diploma.