Wealth Services
The perfect union of asset management and financial engineering to serve high net worth clients.
Wealth Services, a cross-border expertise
Wealth services unite asset management with financial engineering to serve high net worth clients.
A team of experts applies multidisciplinary skills (financial, tax and legal) to help our partners and their clients navigate international and insurance-related asset management issues and to assist with the analysis and integration of sophisticated assets (non-traditional assets, private equity funds, etc.).
We also provide our expertise and know-how when customers are geographically mobile.
All of this happens in close collaboration with the client’s usual advisers (bankers, family officers, asset managers, etc.) and based on expectations (analysis, asset management proposal, training, information sheets on the tax situation in certain countries, supporting during meetings, etc.).
Partner
Client
Client advisors
Tailored support
Wealth Services
Cross-border expertise
Wealth planning
Complex asset management issues relating to insurance
Wealth financial services
Analysis, integration, monitoring of sophisticated assets
Products
Development and innovation of the range of insurance products and solutions in compliance with local applicable rules
Mobilisation of other areas of expertise
La Mondiale Europartner
Network of independent experts (lawyers, notaries, etc.)
Privileged partners
“Our multidisciplinary team interacts with our partners on a daily basis in order to provide concrete and viable answers to their clients’ wealth management challenges.
This relationship is also accompanied by numerous conferences, both digital and in person. These certification conferences in the context of the Insurance Distribution Directive (IDD) enable our partners to remain in line with the latest regulations in this area.”
Sabrina Rivière
Wealth Services Director
