Private Management

Because we only practise one profession, the management of financial assets, our single concern is doing everything to ensure the valorisation of the capital which is entrusted to us.

Montségur Finance sets the management of its private customers in the centre of her activity. Our vocation is to provide you a customized service which answers the whole of your legacy objectives.

A manager will be your privileged interlocutor and will be, with the rest of the team, at your disposal to answer your expectations as well as possible.

The management team gathers legacy competences which are essential to the management of your financial assets, enabling us to provide you:

• A preliminary analysis of your portfolio, which will make it possible to determine the financial arbitrations to perform, once your credits have been invested,

• A legacy and fiscal study at the time of the opening of account.

• An assistance for your fiscal and legacy steps: income tax returns, wealth tax, studies and realization of donations, advice on successional strategies etc.

A fast, exhaustive and reliable information

We send to our customers, as of the first days of each month, by postal or electronic mail, a management report with the elements of performance of its wallets. A detailed management report for each mutual funds held in the wallet is also joined.

Montségur Finance chose a total transparency in the detail of its Funds.

This Internet site also enables you to consult your accounts and your performances at any time, with daily updates.

The absolute guarantee of the deposits

Your share accounts, PEA (Savings capital with shares) are opened and deposited at CMCIC Securities, subsidiary of the Crédit Mutuel specialized in the conservation of assets. Credit Mutuel-CIC is the 2nd retail bank in France.