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EDOUARD 7 GESTION PRIVÉE was born from our experience of over fifteen years in private banking, serving high-net-worth individuals.
Managing your wealth requires a strong wealth management culture, both in terms of wealth engineering and investments, whether financial or real estate.
The complexity of the economic and financial environment we face requires, more than ever, a multidisciplinary approach, drawing on the best expertise in the market to serve your wealth.
The independence of EDOUARD 7 GESTION PRIVÉE allows us to offer you a personalized wealth strategy as well as the responsiveness of necessary arbitrage decisions in the allocation of your financial or real estate assets.
Finally, transparency regarding our activity and our pricing establishes the trust you place in us.
The seriousness of our approach, combined with the modernity of our methods, constitutes the hallmark of EDOUARD 7 GESTION PRIVÉE, a management company dedicated to private wealth management.
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2 à 10 collaborateurs
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Edouard 7 Gestion Privée is registered with ORIAS in the following categories: COA and COBSP. This means the company is able to operate in the following areas: COA : Insurance or Reinsurance Broker, able to present, propose, or assist in concluding insurance contracts tailored to the client's situation COBSP : Banking and Payment Services Broker, able to compare and propose different credit or financing solutions
Edouard 7 Gestion Privée is an asset management company authorized by the French Financial Markets Authority (AMF) under number GP-11000041. This authorization attests to its right to conduct its activities within the regulatory framework applicable to asset management companies.
Edouard 7 Gestion Privée also holds a valid Carte T (professional real estate transaction card). This authorization allows them to carry out activities related to real estate transactions within the framework provided by applicable regulations.
Edouard 7 Gestion Privée is a member of the professional association AMF (art. L. 547-4 CMF).
Edouard 7 Gestion Privée presents a profile framed by its ORIAS registration, its potential AMF accreditation, and its affiliation with one or more professional organizations. For savers or investors, these elements provide useful benchmarks for better understanding the professional's scope of practice. The regulatory and association information provided for {name} helps to better define its operating framework. It offers useful insights into the areas in which this professional can operate. Through its ORIAS status, its potential AMF accreditation, and, where applicable, its membership in a professional organization, {name} operates within a regulated environment. These elements contribute to a better understanding of its profile and scope of activity. The profile of {name} can thus be interpreted through several elements of professional structure. For visitors, this provides a clearer view of its positioning and areas of expertise.