Wealth Management

Wealth Management by Quantology CM

Following some of our clients request, Quantology has developed wealth management services. We believe each client needs and deserves a tailored service.
The team is made of three professionals passionate in savings, investments and fiscal issues whose role is to:
-Appreciate the personal, professional and patrimonial environment of each client, understand their expectations and objectives
-Propose solutions adapted to each individual's situation and risk appetite, taking into account taxation, expected return and transmission objectives
-Support the customer over time by adapting the proposed solutions.

When we do not have the in-house skills, Quantology's ambition is to provide our clients with high-level professionals, in France and abroad, in fields as varied as:
-investment in office or residential real estate
-investment in unlisted companies
-the purchase and sale of works of art (with storage and insurance management)
-project refinancing
-international law

Our remuneration is transparent, and established in full agreement with each client before any intervention.