Wealth management

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Photo de l’hôtel crillon avec en premier plan un réverbère place de la Concorde - Gestion de patrimoine

Our missions

  • Helping you position yourself in your choices
  • Helping you to realise a concrete project
  • To assist you on your daily basis
  • To assist you fiscally

We take action in the heart of your private and professional wealth situation, considering the current civil and fiscal legislation, whatever your age and your living situation.

Wealth auditing : we set up a wealth strategy and provide solutions and goals to achieve objectives through a written report in four distinct steps :

  • A presentation
  • A strategy
  • An analysis
  • A general overview

Periodic advice : We provide an answer to a clear question through a  written report in four steps :

  • A presentation
  • A strategy
  • An analysis
  • A general overview

Patrimonial follow-up and advice subscription.

You have the right to require regular monitoring of your situation.
We keep you informed about the legislation, trend of the markets : we also are able to advise you about the possible modifications to apply.

This mission for a calendar year also allows you to benefit from our assistance to fulfill your annual tax obligations.

Implementation : In the field of investments, we provide the best concrete and suitable solutions to your criteria and recommendations in accordance with the profile we have previously determined together.

We select our products according to :

  • The relevance of a property acquisition (localisation, builder, managers …)
  • The quality of the signature : proof of security for our customers
  • The diversification of the managers: management style, conviction of the managers, innovative strategy
  • The diversity of contracts the most simple to the most complete : options of management, secure or dynamic performance, wide choice of media
  • The quality of management: taking into account the performance / risk level and the long-term achievements.

We help you also in the implementation of notarial acts or dispositions in partnership with our notary or yours.

Our Skills

Our Guarantees :

  • The award of the degree and the certification CGPC validate a knowledge.
  • The obligation of continuing training imposed by the regulations ensures that competencies are updated.
  • The implementation of a patrimonial file must comply with the standard of professional practice (ISO 22 222).

Expertise :

  • Degree ( french – Master 2 / University Paris Xll ) in Wealth Management
  • Holder of the Certification CGPC, standard ISO 22 222, Renewable annually on validation of knowledge and recognized by the « Certified Financial Planner Board » of the Wealth Management Council.
  • Proof of civil insurance professional Zurich Insurance PLC n°7400026945 in property transactions activity and CNA Insurance Co n°FI 10156706 for others activities. Insurance broker registered on the intermediaries in insurance ORIAS N° 09051291.
  • Registred on the file of the AMF in respect of the GP 92.14 approval issued on 21/09/1992
  • Holder of the Property transaction card N° CPI7501 2016000003486 for property investments operations.

Our Fees

The firm receives agreed fees from the customer.

Patrimonial audit/Occasional advice

The time spent on the file is invoiced for the time spent. However, we have a maximum amount.

Patrimonial follow-up/Advice suscription

The fees are defined on an annual fixed amount that can be reviewed each year

Implementation

The firm is remunerated by commissions and refunds received from financial, real estate or insurance providers for the acquired products

Family Office

A company customer focus

The activity of Family office was born into MW Gestion to answer to customers needs.

A more general management of your wealth.

We help you and your loved ones in your life projects with specific solutions.

We collaborate on a daily basis with your family’s historical advisers (notary, lawyer, chartered accountant…). We can also suggest that you take over the mission as a whole.

Our missions

  • Save and develop the patrimonial interest or the family
  • Keep familial harmony
  • Guide your decisions with neutrality

A tailored customer service

We go further in helping you and your loved ones on a daily basis which allows you more time for the essentials.

 

 

Avant d’accéder au site Web de MW Gestion, veuillez confirmer votre accord sur notre clause de non-responsabilité selon votre langue:

Before entering MW Gestion website, please confirm your agreement to our disclaimer according to your language:

Prima di accedere al sito web di MW Gestion, vi preghiamo di confermare il vostro consenso al nostro disclaimer nella vostra lingua:

Avertissement

Le site old.mwgestion.com, les services et produits proposés par notre société (hors OPCVM) s’adressent avant tout aux investisseurs français ainsi qu’aux ressortissants communautaires et des pays membres de l’Espace Economique Européen.

Les informations sont diffusées uniquement à titre d’information. Elles ne constituent en aucun cas un support promotionnel, une sollicitation, un conseil ou une offre d’achat ou de vente d’instruments financiers. La société de gestion ne saurait être tenue pour responsable d’une décision d’investissement ou de désinvestissement prise sur la base des informations contenues sur ce site.

L’internaute reconnaît que l’utilisation du site en tant que tel ainsi que toutes les activités qui peuvent être développées sur celui-ci, sont régies par le droit français et communautaire. Vous ne devez pas utiliser les informations diffusées par ce site à des fins qui pourraient être contraires aux lois et règlements en vigueur dans votre pays.

Avertissement

MW Gestion vous informe que les OPCVM affichés sur le site sont uniquement autorisés à la commercialisation à Luxembourg. Seuls, les clients professionnels français et étrangers (institutionnels, clients en gestion sous mandat) et les résidents luxembourgeois peuvent y souscrire. Les internautes non-résidents luxembourgeois intéressés par les OPCVM sont invités à nous contacter en écrivant à contact@mwgestion.com.

Le prospectus, le DICI, les fiches mensuelles, les rapports annuels et semestriels de chaque OPCVM visé par la Commission de Surveillance du Secteur Financier (Luxembourg) sont accessibles sur le site. Toute souscription dans un OPCVM ou dans un produit doit se faire après avoir pris connaissance des documents réglementaires en vigueur.

L’opportunité d’un investissement dans nos fonds et le montant qu’il est raisonnable d’investir dépendent de la situation personnelle du porteur. Pour les déterminer, il doit tenir compte de son patrimoine personnel, de ses besoins financiers actuels et futurs mais également de son aversion au risque.

Les OPCVM proposés par notre société sont investis sur les marchés financiers et sont susceptibles de connaître des fluctuations à la baisse ; ils ne sont assortis d’aucun mécanisme de protection en capital.

Dans tous les cas, il est fortement recommandé de diversifier suffisamment ses investissements afin de ne pas s’exposer uniquement aux risques des fonds proposés par la MW Gestion.

Les performances passées ne préjugent pas des performances futures et ne sont pas constantes dans le temps.

Pour accéder au site, vous reconnaissez avoir accepté les modalités d’utilisation et lu l’avertissement

Disclaimer

The website www.mvgestion.com, the services and products provided by our company (UCITS excluded) are for French investors as well as EU nationals and member countries of the European Economic Area. The information’s are just informative. They do not in any way constitute a promotional medium, a solicitation, an advice or an offer to buy or sell financial instruments. The management company cannot be held responsible for any investment or disinvestment decision taken based on the information contained on this site.

The user acknowledges that the use of the site as such as well as all the activities that can be developed on it, are governed by French and Community law.

You may not use the information provided by this site for purposes that may be contrary to the laws and regulations in force in your country.

DISCLAIMER

Just for your information, the UCITS on the websites are only authorized in Luxembourg. Only French and foreign professional clients (institutional clients, clients under mandate) and Luxembourg residents can subscribe to it. The non-residents interested by UCITS are invited to send us an email contact@mwgestion.com.

The prospectus, the DICI, the monthly statements, the annual and semi-annual reports of each UCITS covered by the Financial Sector Supervisory Commission (Luxembourg) are available on the website. Any subscription in a UCITS or in a product must be made after having read the regulatory documents in force.

The opportunity for investing in our funds and the reasonable amount to invest depends on the personal circumstances of the holder. To determine these factors, he must consider his personal wealth, current and future financial needs but also his aversion to risk.

The UCITS offered by our company are invested in the financial markets and are likely to experience downward fluctuations; They have no capital protection mechanism.

However, it is highly recommended to diversify its investments so as not to be exposed to the risks of the funds proposed by the MV Gestion. Past performance is not a guide to future performance and is not constant in time. To access the site, you acknowledge that you have accepted the terms of use and the warning.

In case of refusal, you will not be able to access the site.

Avvertenza

Il sito  old.mwgestion.com, i servizi e prodotti proposti dalla nostra società (esclusi  OPCVM) si rivolgono innanzitutto agli investitori francesi e ai cittadini comunitari e dei paesi membri dello Spazio Economico Europeo.

Le informazioni sono fornite a puro titolo informativo. Non costituiscono in alcun caso un supporto promozionale, una sollecitazione, un consiglio o un invito all’ acquisto o alla vendita di strumenti finanziari.

La società di gestione non può essere ritenuta in alcun caso responsabile delle decisioni di investimento o di disinvestimento assunte in base alle informazioni presenti su questo sito.

L’utente riconosce che  l’utilizzo del presente sito e delle attività potenzialmente contenute nelle relative pagine web troverà applicazione nel diritto francese e comunitario. L’utente non può utilizzare le informazioni contenute in questo sito per scopi contrari alle vigenti norme di legge del proprio paese.

Avvertenza

MW Gestion informa l’utente che gli  OPCVM presenti sul sito sono autorizzati alla commercializzazione esclusivamente a Lussemburgo. Possono abbonarsi solo i clienti professionali francesi e stranieri (clienti istituzionali, clienti con mandato di gestione) e i residenti lussemburghesi.

Invitiamo pertanto gli utenti non residenti lussemburghesi interessati dagli  OPCVM a contattarci scrivendeno a contact@mwgestion.com.

Il prospetto, il DICI, le schede mensili, i resoconti annuali e semestrali di ogni  OPCVM a cui si riferisce la Commissione di Sorveglianza del Settore Finanziario (Lussemburgo) sono accessibili sul sito. Ogni sottoscrizione a un OPCVM o a un prodotto sarà possibile solo dopo aver preso atto dei documenti regolamentari in vigore.

L’opportunità di un investimento nei nostri fondi e l’ammontare ragionevole da investire dipendono della situazione personale dell’utente. Per definirli, l’utente deve tener conto del patrimonio personale, dei propri bisogni di natura finanziaria attuali e del proprio grado di avversione al rischio.

Gli  OPCVM proposti dalla nostra società sono investiti in mercati finanziari e possono essere soggetti a fluttuazioni al ribasso ; non fruiscono da alcun sistema di protezione del capitale.

In ogni caso, è vivamente consigliato di diversificare in modo adeguato i propri investimenti per non risultare esclusivamente esposti ai rischi di fondi proposti dalla MW Gestion.

I risultati passati non sono predittivi di risultati futuri e non sono costanti nel tempo.

Per accedere al sito, l’utente riconosce di aver accettato le modalità di utilizzo e di aver letto le avvertenze.

In caso di rifiuto, non si potrà accedere al sito.

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