FIDES PATRIMOINE FINANCE and CESSION ET PATRIMOINE
Two main actors for your wealth management.
Welcome
Your tailor-made wealth management
Fides optimizes your life insurance investments and your taxation.
With more than 70 funds monitored and a direct and privileged relationship with the fund managers on the trading rooms, Fides is able to offer you tailor-made products with a very attractive risk/return ratio depending on the amount of capital invested. Whether you need help with financial transactions, or are looking for help with theory or practice, we help you make your wishes come true.
Fides protects you in Health, Sick leave, Dependency and retirement insurance.
Fides is a partner of the biggest players in health and welfare: Generali, April, Cardif (BNP-Paribas), Harmonie Mutuelle, Malakoff-Médéric. (Click under Our Services)
Fides Patrimoine Finance: your family office.
Fides is present in all stages of your wealth, construction, development, optimization in France and abroad whether you are expatriate or inpatriate. Our team intervenes on any topics directly related to your inheritance and your family. (Click under Our Services)
Efficiency: Fides Patrimoine Finance specialist in financial planning and wealth management, family office and expatriates
More and more clients and institutional investors have a growing need for individual, tailor-made solutions according to their needs and wishes. This corresponds to the tradition and the philosophy of our company, to work out exactly, when it is necessary, solutions adapted to your wishes and your needs and to implement them competently, responsibly and confidently. With this in mind, our philosophy consists in carrying out the activity of wealth advice, in a constantly independent and global manner.
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Discretion: Our services
Our services
Either it's about financial investments or of foresight, what counts for us is not a simple one-off solution but a comprehensive concept judiciously thought out and made to measure according to your needs.
A set of new services such as "Mission abroad" health insurance for exporters or diversification of your assets in the investment of wine properties (property section) is offered to you.
Professionalism: Our distinctive advantages
The excellence of advice, thanks to experience and skills: find out about the principles that guide our work and about the individuals who make up Fides Patrimoine Finance.
Contact
Where to find us :
19 Rue Eugene Manuel, 75116 Paris.
Mobile: +336 13 61 40 12
Paris: +331 45 04 88 55
Contact us, we will answer all your questions about our services and our products.