Company Information

Get to know AVENIR & SERENITE PATRIMOINE

AVENIR & SERENITE PATRIMOINE is an independent wealth management consulting firm based in Paris, founded by Eric Fages. The company specializes in providing bespoke, long-term support to its clients for the management, optimization, and transmission of their financial and real estate assets. Their mission is to offer tailored strategies covering financial investments, real estate, tax optimization, retirement planning, and provident solutions, while operating with transparency and a commitment to client interests. The firm is registered as a Financial Investment Advisor (CIF) and is a member of the Chambre Nationale des Conseils en Gestion de Patrimoine.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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AVENIR & SERENITE PATRIMOINE

France

Founded in

2014 (12 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.