Wealth Management

Capitalizing on its previous experience in Fund Management, Montsegur Finance has further developed a centre of excellence in private wealth management, bringing together independent and rigorous management, regular information and an absolute guarantee of deposits.

Becoming a Montségur Finance Private Asset Management client offers :

  • diversified discretionary management with a dual objective of preserving and maximizing your financial assets
  • fast, comprehensive and reliable information in real-time
  • high added-value advice on wealth and estates
  • services of multi Family Office

a manager will be your main contact and, with the rest of the team, will be at your disposal to identify and respond to your needs in terms of managing your both financial and estate assets.

Individual

At Montsegur Finance you will find a Wealth Management service that offers :

  • Tailored Discretionary Management of your financial assests according to your goals with respect to time, performance and risk.
  • A high quality Wealth and Estates advisory service (estates and tax planning etc….)
  • The services of our Family Office made available to multiple parties (family accountancy etc.)

Our Private Client managers managers are available to respond to your questions by phone: +33 (0)1.85.74.10.00 or by email at: info@montsegurfinance.com

  Your profile

As an Entrepreneur

Montségur Finance has developed a dedicated department for entrepreneurs.
Montségur Finance’s Private Wealth Management team differentiates itself by its experienced staff coming from the finance, industry and entrepreneurial sectors. Capitalizing on this triple expertise, our Private Asset Management team can fully support entrepreneurs in the following areas:

  • Estate : structuring business assets, fiscal engineering of share holdings, maximization of returns, etc.
  • Business : seeking funding and raising capital, divestiture consulting, strategy consulting, etc.

Our Private Wealth managers are available to respond to your questions by phone: +33 (0)1.85.74.10.00 or by email at: info@montsegurfinance.com

As an Executive

The progressive nature of a senior executive career entails a broader vision, not only based on returns at a single instant, but projected in the future.
Our Private Wealth Management teams work with you to design the income cycle and your savings possibilities, allowing you to finance your projects and protect your loved ones at best.
Stock options often represent a key point in your career as an executive. This may bring technical advise needs which Montségur Finance teams can correspondly answer to.

Our Private Client managers are available to respond to your questions by phone: +33 (0)1.85.74.10.00 or by email at: info@montsegurfinance.com

 

As an Artist

Careers in the art world are inherently cyclical. Montségur Finance recognises this and applies its expertise to those in the creative industries.
Montsegur Finance teams will help you not to think in terms of immediate returns but holistically, to drive the management of your assets over a long term period.

Our Private Wealth managers are available to respond to your questions by phone: +33 (0)1.85.74.10.00 or by email at: info@montsegurfinance.com

As a Sportsman

A sportsman’s career is often relatively condensed with the need for a carefully managed image.
Bearing this in mind, Montségur Finance has developed its expertise for professional sportsmen.
Montségur Finance teams will help you to focus on longer term period, enabaling you to design a revenue structure in line with your future needs.

Our Private Wealth managers are available to respond to your questions by phone: +33 (0)1.85.74.10.00 or by email at: info@montsegurfinance.com