At Conseil Propice, as an independent wealth management firm, our compensation is based exclusively on fees paid by our clients.

Registered with ORIAS as an Investment Advisor (CIF) and Insurance Broker (COA), we have made the deliberate choice to fully rebate any third-party retrocessions received, in compliance with the MiFID II directive — in order to minimise conflicts of interest as much as possible.

We advise high-net-worth individuals, private clients, self-employed professionals and entrepreneurs across three core areas: investment management, tax optimisation and wealth transfer. Our recommendations are tailored to each client, aligned with their life goals, and designed to make financial decisions clear and understandable.

For significant estates, we deploy advanced wealth structuring: capital tax optimisation, transfer strategies (usufruct, gifting, family holding companies) and asset allocation incorporating less traditional asset classes — private equity, structured products, and more. Each strategy is built for the long term, in coordination with your other advisors (notary, accountant, tax lawyer) where needed.

Our expertise spans a broad range of asset classes (equities, fixed income, real estate, currencies, commodities, derivatives), supported by proprietary analytical tools covering key topics: retirement planning, portfolio risk management, portfolio construction, and more.

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