Wealth Management

Together, let’s give a purpose to savings.

Why Wealth Management
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At Trusteam Finance, Wealth Management holds significant importance as we strongly believe that you deserve a tailor-made service that caters to your specific needs. Placing Customer Satisfaction at the core of our approach, we strive to meet our clients’ expectations at every stage of their lives.

Our fundamental values – proximity, responsiveness, and availability – guide every action we take. We are dedicated to building trusting relationships with our customers, understanding their objectives, and providing personalized financial solutions. Our team of highly qualified professionals offers a transparent, high-quality service.

As fervent advocates of Socially Responsible Investment (SRI), we recognize our role in preserving the environment and society. To this end, we have implemented an exclusion policy to ensure that our investments align with sustainability and social responsibility criteria. Additionally, we have introduced sharing shares, where a part of the fees is donated to charities.

At Trusteam Finance, Wealth Management is more than just a financial service; it is a partnership built on trust, ethical values, and a commitment to a sustainable future. We take pride in supporting our clients in their financial management while making a positive contribution to society as a whole.

For whom
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At Trusteam Finance, our expertise caters to a diverse range of clients and meets their specific needs:

Individual clients: Our Wealth Management services are designed for individuals seeking personalised management of their assets. We offer custom-made solutions adapted to your investor profile, in line with your wealth management objectives.

Legal entities (MLPs, holding companies, commercial companies): We also assist companies in managing their cash by proposing appropriate investment strategies. Our approach aims to optimise the profitability of cash surpluses while considering regulatory and tax constraints.

Independent asset managers: If you are a professional investor or an independent asset manager looking to delegate the financial management of your clients, our discretionary management service is specifically designed to meet your needs. Contact us to learn more about our approach and the advantages we offer to wealth management professionals.

How
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At Trusteam Finance, we offer discretionary management, allowing clients to delegate the management of their assets on the financial markets to us.

By entrusting us with the management of your financial savings, you benefit from a personalised and professional service that aims to optimise your investments according to your objectives and investor profile. Our team of financial experts applies a strategic approach based on in-depth market analysis and rigorous risk management, to ensure the sustainability and growth of our customers’ assets.

Our Wealth Management services cover a wide range of financial vehicles, tailored to your specific needs. These include life insurance, ideal for building up long-term savings and passing them on in a tax-efficient way. The Plan d’Épargne en Actions (PEA) and PEA-PME, offering attractive tax advantages for investments in French and European equities.

To prepare for retirement with peace of mind, customers can opt for a Retirement Savings Plan (Plan d’Epargne Retraite or PER), allowing them to build up additional income for the future. Finally, for more flexible management, we offer Ordinary Securities Accounts, allowing you to invest in a wide range of financial products.

For more information about our Wealth Management services and to find out how we can help you achieve your financial goals, please do not hesitate to contact us.

Contact us, meet us
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Marine joined Trusteam Finance’s Wealth Management team in 2020. Graduating with a Master2 from Dauphine PSL and the SFAF, she began her career at the Boscher brokerage firm. Subsequently, she joined Banque Arjil as an asset manager. In 1998, she joined Cogefi, where she managed private mandates, a diversified fund and 2 mid & small funds. In her last position, she held the role of director in charge of Private Banking clients.

Incoming events

Les rencontres Trusteam au Féminin

Jeudi 11 Janvier 2024
à partir de 8h15

Nous avons le plaisir de vous accueillir à notre petit-déjeuner des Rencontres Trusteam au Féminin.

Au programme :
– Comment bien diversifier ses placements ? Avec l’équipe Gestion Privée de Trusteam
– Diamants de labo, diamants écolos ? Avec Charlotte Daehn et Véronique de Beaumont, fondatrices de la société DAEHN BEAUMONT
– Networking

Le nombre de places étant limité, nous vous invitons à vous inscrire rapidement.

Accueil : à partir de 8h15
Rencontre & questions réponses : 8h30 à 9h30
Networking : 9h30 à 10h

Adresse : Hôtel Salomon de Rothschild, 11 rue Berryer, 75008 Paris

Visite privée du cabinet de curiosités de la baronne Adèle de Rothschild

Mardi 17 octobre 2023 à 16h20

Nous sommes très heureux de vous convier à une visite privée de l’Hôtel Salomon de Rothschild, en présence d’une conférencière qui vous donnera accès au cabinet de curiosité. Vous y découvrirez les objets rares réunis à partir du XIXème siècle par le baron Salomon de Rothschild et son épouse Adèle.
A l’issue de la visite, nous serons heureux de vous offrir une coupe de champagne dans nos locaux.

Adresse : Hôtel Salomon de Rothschild – 11 rue Berryer – 75008 Paris
Horaire : Accueil 16h20 – Début de la visite 16h30 – durée environ 1h30

Le nombre de places étant limité, nous vous remercions de nous faire part rapidement de votre participation.

Conférence : le boom de l'IA et son impact

21 septembre 2023 à 10h30

Nous avons le plaisir de vous convier à la dernière conférence de Frédéric Josué, Expert en IA & Big Data, certifié par le MIT, enseignant à La Sorbonne et à Sciences Po.

Au programme :
– Les applications de l’IA dans différents secteurs : Marketing, Santé, Banque, Retail, Transports…
– L’IA générative qui offre des opportunités passionnantes dans le domaine du marketing et au service de l’expérience client
(Un replay de la conférence sera disponible)

Accueil : à partir de 10h30
Conférence en présentiel : 11h à 12h
Q&A autour d’une coupe de champagne

Adresse : Club 13 Restaurant, 15 av Hoche, 75008 Paris

Le nombre de places étant limité, nous vous invitons à vous inscrire rapidement.

Découvrez notre Newsletter Gestion Privée !
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