BM

Bertrand Maugest

Conseiller En Gestion De Patrimoine Expert at Allianz France

Bertrand MAUGEST has extensive experience in wealth management, currently serving as a Conseiller en gestion de patrimoine Expert at Allianz France since August 2003. In this role, Bertrand provides rigorous and trustworthy guidance on private and professional wealth strategies, including legal, tax, social, and financial advice. Previous positions include Responsable de marché and Conseiller en gestion de patrimoine at GE Capital from October 1998 to June 2001, as well as an Attaché commercial. Bertrand holds a Badge in Gestion de Patrimoine from SKEMA Business School and a BAc + 3 in Commerce international from Ecole EAC, along with a CGPC degree in Gestion de patrimoine obtained in 2012.

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