Conseils d’experts et
service d’exception pour structurer votre patrimoine
Cabinet de conseil en gestion de patrimoine préféré des Français de l’étranger
Choisir son Consultant en Gestion de Patrimoine (CGP)
Pourquoi choisir un Consultant en Gestion de Patrimoine et comment bien le choisir ?
À force de travail et d’épargne, par héritage ou par chance, vous avez amassé une jolie somme : 30 k€, 100 k€, 1 M€ ou plus encore ?
Vous disposez d’une capacité d’épargne (et/ou d’emprunt) significative et cherchez les meilleurs leviers pour investir et transmettre votre patrimoine ? Vous vous demandez si vous avez besoin des conseils d’un professionnel pour placer cet argent.
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VOUS ÊTES UN PARTICULIER
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VOUS ÊTES UN CHEF D’ENTREPRISE
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VOUS ÊTES UNE PERSONNE MORALE
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VOUS ÊTES DE LA PROFESSION
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Notre métier
Equance, Groupe de conseil en Gestion Privée Internationale, articule entièrement son offre autour des relations qu’elle entretient avec ses clients.
- Le conseil en gestion privée
- Le conseil en gestion d’actifs
- La gestion sous mandat
- L’investissement financier et/ou immobilier
- La santé prévoyance
NOS ACTIVITÉS RÈGLEMENTÉES
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CIF
Conseiller en investissements financiers
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COA
Courtier d’assurance
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COBSP
Courtier en Opérations de Banque et en Services de Paiement
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IMMO
Transaction sur immeuble et fonds de commerce
Equance propose des placements financiers ou immobiliers en fonction du profil de ses investisseurs. Ces activités sont contrôlées par l’Autorité des Marchés Financiers (AMF) et l’Autorité de Contrôle Prudentiel et de Résolution (ACPR).
NOS implantations
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Les filiales du groupe
Nos chiffres clés
Clients dans le Groupe
se situent hors de France (non-résidents)
Plus de
d’euros d’actifs conseillés
![](https://www.equance.com/wp-content/uploads/2023/07/Groupe-5646.png)
![](https://www.equance.com/wp-content/uploads/2023/07/Groupe-5646.png)
à la une
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7ème édition des 24h Saint-Pierre
NOS ÉQUIPES PRENNENT LA PAROLE
![Franck PETIT](https://www.equance.com/wp-content/uploads/2023/07/franck_petit-7073.jpg)
![Sandrine NIQUET](https://www.equance.com/wp-content/uploads/2023/07/sandrine_niquet-7045.jpg)
![Joël LESOT](https://www.equance.com/wp-content/uploads/2023/07/joel_lesot-6657.jpg)
![Sylvain PIACENZA](https://www.equance.com/wp-content/uploads/2023/12/sylvain_piacenza-7117-scaled.jpg)
![Fabrice GAUSSEN](https://www.equance.com/wp-content/uploads/2023/12/fabrice_gaussen_le_dantec-6453-scaled.jpg)
![Michaël BARBOSA](https://www.equance.com/wp-content/uploads/2023/09/DSC5898-scaled-e1695324397663.jpg)
![Olivier GRENON-ANDRIEU](https://www.equance.com/wp-content/uploads/2023/09/olivier_grenon_andrieu-5869-e1702057404129.jpg)
![Didier BUJON](https://www.equance.com/wp-content/uploads/2023/12/didier_bujon-7838-1-scaled.jpg)
![Éric FRAGA](https://www.equance.com/wp-content/uploads/2023/12/Fraga_Eric-scaled-e1703184455830.jpg)
![Florent HOUSSAIS](https://www.equance.com/wp-content/uploads/2023/12/florent-houssais-6620-scaled.jpg)
![Laura BOURGIN](https://www.equance.com/wp-content/uploads/2023/12/Bourgin_Laura-scaled-e1703184696266.jpg)
![Amandine GUILLABERT](https://www.equance.com/wp-content/uploads/2023/11/DSC5938-scaled-e1702058420196.jpg)
![Laurence et Laurent PENEY](https://www.equance.com/wp-content/uploads/2023/12/Peney2-e1703184368257.jpg)
![Cristiana MANTALUTA](https://www.equance.com/wp-content/uploads/2024/06/Cristiana_Mantaluta_.png)
![Philippe REY](https://www.equance.com/wp-content/uploads/2024/06/Philippe_Rey-scaled-e1718211659948.jpg)
![Yohann MOUSSINAT](https://www.equance.com/wp-content/uploads/2024/06/Yohann_Moussinat_.png)
![Pierre JONQUET](https://www.equance.com/wp-content/uploads/2023/07/pierre_jonquet-e1706800202706.jpg)
![Virgile YON](https://www.equance.com/wp-content/uploads/2024/06/YON-Virgile-scaled-e1718730473398.jpg)