Prodiges & Rézilience ÉpargneSavings & investment
A review of your situation, a clear allocation tailored to your goals, and ongoing follow-up, including on BRVM markets.
We start with your goals before discussing investments, taxation or potential returns.
Please note: some investments carry a risk of capital loss. Past performance is not indicative of future results.
Available at any time, to cope with the unexpected.
Prepare for retirement with a favorable tax framework.
Grow your savings on the financial markets.
Invest in property without the hassle of management.
Understand the regional financial market before investing.
Hand the management to a partner asset manager, chosen with your adviser.
There's no set minimum: we tailor the solution to your budget, whether you're starting with a few hundred or several thousand euros.
With self-managed investing, you choose your own funds. With managed investing, a partner asset manager adjusts the allocation based on your risk profile.
It depends on the fund chosen: euro funds and savings accounts are secure, while unit-linked funds carry a risk of capital loss.
It depends on the fund: savings accounts are available at any time; a PER is locked until retirement except in cases set by law (buying your main home, major life events), and an SCPI is usually held for at least 8 to 10 years.
Yes, the first conversation to review your situation is always free and with no obligation.