About Thibaud LECOMTE.
Th2 Patrimoine is a wealth management consulting firm based in Caen, in the heart of Normandy. A subsidiary of Th2 GroupeE, a group specializing in commercial real estate and investment, we support business leaders, liberal professions and individuals in the construction, development and transfer of their wealth.
Our approach is comprehensive: we start from your personal, professional and tax situation to build a tailor-made strategy, then implement and monitor it over time, with a single point of contact.
Our areas of intervention:
- Wealth strategy and tax optimisation
- Financial investments (life insurance, PER, securities accounts, private equity)
- Real estate investment, directly or through dedicated structures
- Protection for the executive and their family: provident insurance, borrower insurance, health, professional liability insurance
- Organisation and transfer of professional and private wealth
We receive by appointment in Caen and operate throughout Normandy.
Expertise.
Products offered.
Who does this professional support?
Remuneration.
Authorisations and registrations.
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Key takeaways
Thibaud LECOMTE is registered with ORIAS in the following categories: CIF, COA, MIA, MOBSP 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 MIA : a sub-agent of an insurance intermediary, acting under the responsibility of an insurance intermediary MOBSP : a sub-agent of a banking and payment services intermediary, acting under the authority of an authorised intermediary COBSP : a banking and payment services broker, able to compare and propose different credit or financing solutions
Thibaud LECOMTE is a member of the following professional associations: AFIB and ANACOFI. These bodies play an important role in overseeing the profession: AFIB is an association representing bancassurance intermediaries, with a role in structuring, informing and supporting members on developments in the sector. ANACOFI is a recognised professional association in the field of wealth advisory and financial intermediation, which supports its members on regulatory, ethical and professional representation matters.
Thibaud LECOMTE 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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