Who are we ?

Fides Patrimoine Finance: your Wealth management advisor from a global point of view.

Cession et Patrimoine  accompanies you in the real estate investment

Who are we

Heritage matters are a matter of trust. This is why, in all matters relating to your assets, we attach particular value to personal and reliable cooperation with our customers. For this, we see ourselves as your professional partner, who develops and implements an individual overall concept, tailored to your needs.

Thanks to the know-how of our specialized consultants, we have enjoyed a well-established reputation for many years, in France and abroad. With our locations in Paris and Marseille, Fides Patrimoine Finance and Cession et Patrimoine are able to meet your needs, no matter where you live in the world.

When it comes to your assets, what counts most is the seriousness, the partner relationship and the reliability.

Fides Patrimoine Finance, being a wealth advisor, we are independent of our partners, suppliers, banking establishments, etc. The decision to enter into a collaboration with a management company or a specific insurance company is taken with us, according to qualitative criteria, while taking your objective into consideration. We have summarized the foundations of our work in three points:

Skill
For our advisers, who are all professionally trained, competence and know-how rank highest in their respective areas of specialization. Whether financing or investment, we provide you with the highest expertise in wealth management.
Independence
We act independently of banks and other investment service providers. We only recommend actions for solutions of which we have proven knowledge and which we believe are appropriate to achieve our clients' objectives.
Personal support
The personal care of our customers is of paramount importance in our company. "Tailor-made" heritage solutions are in harmony with customer care that combines seriousness and prevention of their desires and needs. We are our clients' personal wealth advisor.

WHO ARE WE ?

Nicolas BLACHARD founder of Fides Patrimoine Finance and Cession et Patrimoine can look back on a long tradition in the activity of asset adviser as a competent and personal adviser. This experience is today the foundation of the quality of our work.


Year 2000: Associate at AAC


Year 2004: Foundation of the firm in Paris


Year 2008: Opening of a new office in the South East of France in Marseille



MEET OUR TEAM

Our team is internationally and locally trained. Its members therefore understand your needs and the environment in which you work.

NICOLAS BLACHARD

Founding President
Mr. Blachard is the founder and CEO of the company.

ALL THE SERVICES
YOU NEED, IN THE SAME PLACE

DISCOVER

Nos services

We offer a wide variety of professional services to meet your needs.

Our responsiveness is one of our main strengths.

You are ready ?

Contact us: 06-13-61-40-12

OUR TEAM

Discover the experts who make our business run

Discover those thanks to whom all this is possible.
For us, every moment is a source of potential and we attach great importance to our daily actions. Our unique development allows us to have the best possible staff across the world, at all levels. Our management team is a reflection of our group, made up of diverse personalities with a wealth of experience across the company.

John Markson

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Stephanie Perry

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Anna Sarina

contact@placementsexpert.com

In a few words, describe the skills of each member of the team. Describe their educational background and experience. You can add information about their interests and passions.

John Smith

contact@placementsexpert.com

In a few words, describe the skills of each member of the team. Describe their educational background and experience. You can add information about their interests and passions.

Our global team consists of more than 50 experts who strive to provide servicesperfectly suited to your business needs.

Our members

Discover the experts who make our business run

Nicolas BLACHARD

Founder and President

In a few words, describe the skills of each member of the team. Describe their educational background and experience.
You can add information about their interests and passions.

Alana Breland

Co-founder and VP

In a few words, describe the skills of each member of the team. Describe their educational background and experience.
You can add information about their interests and passions.
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