About HERA CAPITAL.
Héra Capital is an independent wealth management firm based in Paris and a member of the CNCEF.
It was born from the partnership of two complementary professionals. Founder Miléna Carré leads wealth strategy after six years in banking and subsequently at a Paris-based firm. Amazigh Habtiche, former commercial director for the professional client market at a major French bank, heads the corporate division. Private wealth and professional affairs are therefore handled together by the same advisers.
We support individuals, families and business owners across all wealth matters: tax optimisation, financial investments (life insurance, capitalisation contracts, PER, SCPI, structured products and Luxembourg policies), property investment and financing, retirement planning and wealth transfer. For businesses, we advise on surplus cash investment, short- and long-term financing, and disposals or acquisitions.
Our method has three stages: listen, analyse, act. A complete assessment of private and professional circumstances, a prioritised and quantified roadmap, then ongoing support with progress reviews and rebalancing when your situation or markets change.
We work with an open architecture, an engagement letter setting out our remuneration and full fee transparency. Having taught finance students and professionals for several years, we have maintained the habit of explaining before recommending: clients who understand their strategy stay committed over time.
Expertise.
Products offered.
Who does this professional support?
Remuneration.
Authorisations and registrations.
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Key takeaways
HERA CAPITAL 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
HERA CAPITAL 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.
HERA CAPITAL is a member of the professional association CNCEF. These bodies play an important role in overseeing the profession: CNCEF is a professional confederation bringing together several advisory, insurance, credit and wealth management professions, with a role in supporting, training and representing its members.
HERA CAPITAL 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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