DISCOVER OUR WEALTH MANAGEMENT OFFER
YOU ARE NOT YET A CLIENT OF INOCAP GESTION
Do you have funds or may soon have funds? Do you have many questions you would like to ask? Our team of experts will comprehensively diagnose your personal situation and draw up a long-term global asset strategy tailored to your own personal circumstances. You will receive personalised support and a dedicated point of contact who will advise you how to manage your assets in an optimal fashion.
Availability and confidentiality are key features of this relationship of trust with your private wealth manager.
You will have access to all available vehicles: PEA (personal equity savings plans); PEA-PME scheme (French small and mid-caps share savings plan); Securities account. You will also have access to tailored life insurance policies, which offer many advantages over conventional ones.
We act independently and focus solely on your interests.
The key features of your relationship with our experts will be closeness, accessibility, stability and permanency: your adviser will provide you with long-term support, will act in a totally transparent manner and always remain committed to you. All accounts are held with Crédit Mutuel CIC Market Solutions, a subsidiary of one of the largest French mutual banks.
CONTACT US
contact@inocapgestion.com / tél. +33 (0)1 42 99 34 60
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FREQUENTLY ASKED QUESTIONS
CAN YOU EXPLAIN TO ME THE POINT OF USING A WEALTH MANAGEMENT SERVICE?
Wealth management provides access to a far wider diversification of assets. It provides greater responsiveness by applying a personalised management structure, to take advantage of ever shorter market cycles. It allows you to take optimal advantage of market conditions by conducting trade-offs in real-time. And, beyond the purely technical aspect, you will have more free time and peace of mind..
I ALREADY HAVE AN ADVISER AT MY BANK, A NOTARY, AN ACCOUNTANT, AND I AM HAPPY WITH THEIR SERVICES. WHY SHOULD I STOP USING THEM?
The INOCAP Gestion managers will not replace your usual advisers. They will organise your assets to ensure that all your other advisers act at the right time, obtain the correct information, etc.
AFTER I HAVE SIGNED THE MANDATE, HOW LONG WILL I BE COMMITTED TO YOU?
You can revoke the management mandate at any time.
CAN I TRUST A WEALTH MANAGEMENT FIRM?
INOCAP Gestion has existed for 12 years and employs 20 members of staff, most of whom are partners. INOCAP Gestion is listed on many prestigious marketing platforms. In addition, your savings are deposited with the most reliable custodians on the market (CM CIC Securities, SGSS, Neuflize, etc.).
I HAVE HAD A NEGATIVE EXPERIENCE WITH A PRIVATE WEALTH MANAGEMENT BANKER. I HAD TO END THE RELATIONSHIP.
Your personal point of contact is associated with the capital of INOCAP Gestion. More than a member of staff, he or she supports the development of the company, acts on a long-term basis and is dedicated, available, and will provide assistance when you fill in your tax return. Your adviser will act independently, and your interests will be his or her sole objective.