EQUANCE
Sector: Finance & Banking / Investment
Chapter: French

  • +84 (0)907269704

ACTIVITIES

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:

  • Tax advisory

  • Financial planning

  • Assets portfolio management

  • Property investments

  • Life insurance

  • Health insurance

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).

 


People

S├ębastien POLLET
Vietnam and Cambodia Consultant

+84 (0)907269704