About CAPL CONSEILS.
CAPL Conseils is an independent wealth management advisory firm based in Bayonne, in the heart of the Basque Country, with offices in Paris and Nancy.
Founded by Steve Cappelle, who holds a Master 2 in Wealth Management (AUREP), the firm operates in financial, legal and tax advice, insurance and property.
CAPL Conseils supports business owners, executives, independent professionals and wealthy families across all their wealth concerns: comprehensive wealth reviews, Luxembourg life insurance, private equity, SCPI, tax optimisation, legal and holding company structuring, business transfers and multiple allocations.
The firm stands out for its fully independent open architecture, entrepreneur-focused wealth engineering and accessible family office approach. CAPL Conseils handles complex matters with a national and international dimension, particularly for internationally mobile clients and foreign residents.
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Authorisations and registrations.
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Key takeaways
CAPL CONSEILS is registered with ORIAS in the following categories: CIF, COA and COBSP. This means the company is able to operate in the following areas: CIF : an investment advisor authorised to provide recommendations on financial instruments and investment solutions within the applicable regulatory framework COA : an insurance or reinsurance broker, able to present, propose or help arrange insurance contracts suited to the client's situation COBSP : a banking and payment services broker, able to compare and propose different credit or financing solutions
CAPL CONSEILS also holds an up-to-date Carte T (French real estate transaction licence). This authorization allows the company to carry out real estate transaction activities within the framework set out by the applicable regulations.
CAPL CONSEILS is a member of the professional association CNCGP. These bodies play an important role in overseeing the profession: CNCGP is a leading professional organisation for wealth management advisors, which ensures compliance with professional rules, supports its members and helps structure best practice across the sector.
CAPL CONSEILS thus presents a profile framed both by its ORIAS registrations and by its affiliation with one or more professional bodies. For a saver or investor, these elements provide useful benchmarks for better understanding the professional's scope of activity.
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