Gestion de patrimoine

“Gestion de patrimoine,” or wealth management, is a comprehensive financial advisory service. Professionals in this field work with individuals, families, and institutions to manage their financial assets through services like investment management, financial planning, retirement planning, tax optimization, and estate planning. As “Gestion de patrimoine” is a descriptor for a service type, there is no single company history or mission. Thousands of companies, from large international banks to small independent advisory firms, operate under this banner, particularly in French-speaking regions.