Prodiges & Rézilience
Prodiges & Rézilience ÉpargneSavings & investment
Savings & investment

Put your savings to work, simply.

A review of your situation, a clear allocation tailored to your goals, and ongoing follow-up — including on BRVM markets.

+1000clients supported
+5M€in financing secured
+8 ansof experience
Savings & investment

Three steps, ongoing follow-up

  • Savings review — your profile and investment horizon.
  • A clear allocation — a proposal tailored to your goals, including on BRVM markets.
  • Setup & follow-up — deployment and regular reviews over time.

Please note: some investments carry a risk of capital loss. Past performance is not indicative of future results.

Our solutions

An allocation tailored to each of your goals

Precautionary savings

Available at any time, to cope with the unexpected.

Regulated savings accountsavailable, secure capital.
Euro fundsguaranteed capital, moderate returns.

Retirement savings

Prepare for retirement with a favorable tax framework.

Individual retirement savings plan (PER)deductible contributions, payout as an annuity or lump sum.
Retirement savings plan for the self-employedtailored to self-employed workers.

Financial investment

Grow your savings on the financial markets.

Multi-asset life insurancefavorable taxation after 8 years.
PEA & securities accountsinvest in stocks and funds based on your profile.

Real estate investment

Invest in property without the hassle of management.

Real estate investment trusts (SCPI)potential income from rental property.
Tax incentive schemesreal estate tax-reduction solutions.

Managed investment

Delegate the management of your savings to our experts.

Discretionary mandateallocation adjusted to your risk profile.
Regular reviewsongoing follow-up and rebalancing.
Frequently asked questions

What our clients ask us most

What's the minimum amount to start investing?

There's no set minimum: we tailor the solution to your budget, whether you're starting with a few hundred or several thousand euros.

What's the difference between self-managed and managed investing?

With self-managed investing, you choose your own funds. With managed investing, our experts adjust the allocation for you based on your risk profile.

Is my capital guaranteed?

It depends on the fund chosen: euro funds and savings accounts are secure, while unit-linked funds carry a risk of capital loss.

Can I withdraw my money at any time?

It depends on the fund: savings accounts are available at any time, while some products (PER, SCPI) have a recommended holding period.

Do you offer a free wealth review?

Yes, the first conversation to review your situation is always free and with no obligation.

Contact

Get your savings review