WE, UAF LIFE PATRIMOINE OUR JOB OUR PRODUCT OFFERINGS OUR SERVICE OFFERINGS JOIN US TO LOG IN OUR JOB /WEALTH MANAGEMENT Wealth management What is wealth management? To ensure your future and that of those close to you, it is important to be supported and advised by professionals at every stage of your life. Establishing a heritage balance sheet is the first step in setting up projects. By taking stock of its situation, the nature of its property and its investments, it will be easier to express the objectives to be achieved: On the basis of these elements, a specialist will be able to develop a wealth strategy adapted to the objectives of his client by proposing an optimal legal and fiscal organization associated with adapted investment solutions . The role of the wealth management advisor? The job of wealth management advisers consists of assisting, advising and guiding those, individuals and companies alike, who wish to shed light on the organization of their wealth or who wish to make investments. The asset management advisor can intervene in the context of one-off projects (a donation for example) or in a more global asset strategy. He studies the objectives of his clients and the elements of their heritage. After analysis, he advises, in complete independence, the implementation of adapted strategies via various investment solutions. Pour réaliser ses missions, le conseiller en gestion de patrimoine est formé aux différents aspects de son métier et peut porter plusieurs statuts : courtier, conseiller en investissement financier, agent immobilier, … Il peut faire partie d’une association professionnelle dont la mission vise à défendre les intérêts de la profession, de contribuer à sa régulation et à son contrôle toujours dans une visée de protection du client. Presse Plan du site Recrutement Réclamation Mentions légales Cookies Moving forward together, today and tomorrow! © UAF LIFE Patrimoine Cookies ensure the proper operation of our services. By using these, you accept the use of cookies. Find out more OK

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