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)1.56.43.43.70 or by email at: info at montsegurfinance.com

Montsegur Finance provides tailored cash flow management services for companies, based around several key principles:

• Transparency of assets;
• Controlled volatility ;
• Nil default risk ;
• Investment in ’classic’ financial products with regards to dynamic money market products or interest-bearing deposit accounts.

Our Business Client managers are available to respond to questions by phone: +33 (0)1.56.43.43.70 or by email at: entreprises at montsegurfinance.com

Whether you are an institutional investor or a multi-manager, Montsegur Finance offers you:

• A Fund Management service offering a varied and durable range of products (special situations, growth prospects, performance, stability/cash flow...) with a strong track record;
• Services for professional investors including: fund management consistent with your objectives in terms of risk / performance / time-horizon with customised reporting.

Our Investment Professional managers are available to respond to your questions by phone: +33 (0)1.56.43.43.70 or by email at: investisseurspro at montsegurfinance.com

You will find in Montsegur Finance a real partner who strives to meet all your needs:

• A Fund Management service which offers a wide range of products: special situations, growth prospects, performance and wealth and estates. Our extensive listings allow you to subscribe with most insurance companies and investment platforms.

• A Discretionary Management service enhanced by multiple high value services such as: dedicated UCITS (OPCVM), portfolio analysis prior to the preparation of offering memorandum and advice on allocation and selection of funds.

Our Partner Client managers are available to respond to your questions by phone: +33 (0)1.56.43.43.70 or by email at: partenaires at montsegurfinance.com