Sector: Finance & Banking / Investment
- +84 (0)907269704
EQUANCE is an independent consulting firm offering private wealth management services, from financial planning, tax monitoring and optimization, and implementation of solutions for the benefit of French residents and non-residents.
The company relies on a network of independent wealth management consultants spread over the French territory and in more than 45 countries and assists its customers with the following services:
Assets portfolio management
With 25 years of experience of its partners, the company has established itself as a leader into private wealth management for French expatriates, and as a significant alternative provider on the domestic market.
EQUANCE is a member of the CGPC (Certified Asset Management Consultancy), the CIP (Chamber of Independent Property Experts), the FNAIM (National Estate Agents Federation) and the FCA (French Insurance Brokers Federation).