How are experts listed and checked?
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Trust is fundamental in the world of wealth management. That is why Les Experts du Patrimoine implements several procedures to improve the quality and reliability of the information published about professionals listed in the directory.
This page presents the main listing rules and checking methods applied on the platform.
How are professionals listed?
The professionals in the directory are listed directly by the firms themselves.
The aim is to provide as comprehensive a view as possible of the French-speaking wealth management ecosystem.
The listed categories include, in particular:
- wealth management advisers;
- financial investment advisers;
- private banks;
- family offices;
- asset management companies;
- brokers;
- insurance agents;
- notaries;
- specialist lawyers;
- real estate investment professionals.
Checking legal existence
Regular checks are carried out to verify the legal existence of listed companies.
These checks rely in particular on public data available from the relevant official bodies.
When a company no longer appears in official databases or has been deregistered, this information may be shown on its listing to improve the directory’s transparency.
Checking professional statuses and authorisations
Where applicable, checks may be carried out on certain regulatory statuses or professional registrations.
Checks may cover, in particular:
- registrations with ORIAS ;
- certain financial authorisations;
- regulated statuses overseen by the competent authorities.
The aim is to give users additional public information during their searches.
Updating information
The information published in the directory may change over time.
For this reason, automated procedures and regular checks are carried out to detect certain significant changes concerning listed professionals.
Users can also report an error or request an update if they notice inaccurate information.
Transparency and independence
The platform Experts du Patrimoine is independent.
A professional’s presence in the directory does not constitute a personalised recommendation, a performance guarantee or validation of the quality of the services offered.
The directory aims to make it easier to identify wealth management professionals and provide users with useful information for their searches.
Each user remains free to select the professional of their choice after carrying out their own checks.
Continuous improvement of data quality
The quality of the published information is an ongoing priority.
Checking procedures, sources and verification mechanisms are regularly improved to maintain a high level of reliability and transparency.
Our aim is to provide a leading wealth management directory that helps individuals, investors and business owners more easily identify professionals who may support their wealth projects.
Report an error or request an update
If you notice an error in a professional listing or wish to send us updated information, you can contact our team.
Every report is reviewed to maintain the accuracy of the information published in the directory.
How does the Les Experts du Patrimoine directory work?
How are companies checked in the Les Experts du Patrimoine directory?