Julie Pradeau explore comment l'ESG devient crucial pour la gestion privée, offrant transparence, résilience et alignement avec les valeurs des investisseurs modernes.
Rencontrez Julia Cichowski de ChangeUp Global, qui partage ses visions sur la transformation centrée sur l'humain et l'importance de l'empathie dans les stratégies financières.
Découvrez la méthode Calyvia pour un conseil patrimonial humain et transparent, axé sur une stratégie globale et durable, loin de la simple distribution de produits.
Anticiper la transmission patrimoniale pour apaiser les relations familiales et minimiser les impacts fiscaux grâce aux conseils de Mehdi Boufares, fondateur d’Iridium Patrimoine.
Le chiffre d'affaires des CIF atteint 4,38 milliards d'euros en 2024, soulignant leur rôle clé dans le conseil financier malgré un secteur en pleine transformation.
Après plus de 30 ans de sous-traitance industrielle en Chine, les entreprises réimplantent leurs usines sur le territoire américain », constate Diana Wagner, gérante de portefeuille chez Capital Group. « Mais compte tenu des obstacles propres au marché américain, la réindustrialisation des États-...
Découvrez comment Pierre Gallice d'Ellipsis AM transforme la volatilité en opportunité d'investissement pour optimiser la performance des portefeuilles.
Découvrez comment Buyck Family Advisory Office réinvente la diversification des marchés privés pour les family offices européens avec discipline institutionnelle et collaboration transfrontalière.
A long-term partnership: how ABN AMRO Investment Solutions monitors and challenges the Parnassus ESG strategy to deliver high-quality, diversified exposure to US equities
SAGIS acquiert Famility, renforçant ainsi son expertise patrimoniale et son développement international, affirmant sa position sur le marché de l'épargne.
Keesystem and its KeeSense platform simplify international wealth management by consolidating assets, automating reporting, and ensuring compliance, while providing customized interfaces for family offices and wealth managers.
Eric Rosenthal is joining AG2R LA MONDIALE as Deputy CEO, bringing his expertise to strengthen the company’s wealth management and retirement savings business starting in October 2025.
Mirabaud has appointed Ricardo Castillo as Chief Investment Officer to strengthen innovation and excellence in asset management, in line with the bank’s long-standing values.
Strategic merger: Chahine Capital and Dynasty AM have formed IRIVEST, which manages over €1 billion in assets, thereby strengthening their presence in Europe.
Delmas Private Wealth Management: an independent and client-focused approach to wealth management, combining financial performance with a close relationship with clients.
Moea Ibrahim Ouali has been appointed to lead digital operations at Banque Palatine to drive strategic digital transformation and enhance the customer experience.
Meet Mia, Abbove’s AI agent, which is revolutionizing wealth management in Europe by simplifying the analysis of complex data for advisors and their clients.
InnovaFonds has appointed Aymeric Pélissier as Director of Partnerships to strengthen its relationships and develop sustainable, high-performing investment solutions.
Erasmus AM is strengthening its team with the arrival of Michaël Yatime, an expert in multi-asset management and discretionary management, to further enhance its diversified offering.
Life insurance, a mainstay of French savings, saw record inflows in July 2025, attracting 4.1 billion euros, thanks to the growing popularity of unit-linked policies.
