Acteur majeur du marché de l’épargne et de la gestion de patrimoine, GENERALI PATRIMOINE accompagne depuis plus de 20 ans ses partenaires-distributeurs et leurs clients investisseurs dans la mise en place de stratégies patrimoniales durables, responsables et engagées. 

Notre expertise singulière en gestion de patrimoine et notre savoir-faire unique permettent de concevoir des solutions d’épargne innovantes, de qualité, et sur mesure, distribuées par l’intermédiaire de nos partenaires CGP (Conseillers en Gestion de Patrimoine), Banques, Courtiers en ligne, Fintechs et Family Offices.

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Generali Patrimoine

Sébastien du Haÿs

This department focuses on the technical aspects of sales and customer support, bridging the gap between engineering and commercial teams.

Commercial Engineering

This department oversees the management and development of commercial relationships and regional sales activities.

Commercial Operations

This department focuses on managing and enhancing relationships with major clients to drive business growth.

Key Accounts Development

This department manages and supports the functions that bridge trading and settlement, ensuring accurate transaction processing and reporting.

Middle Office Operations

This department focuses on overseeing and ensuring the compliance and effectiveness of sales activities.

Sales Inspection

This department focuses on managing and enhancing clients' savings and investment offerings.

Generali Patrimoine

Org chart

Teams

Commercial Engineering

Commercial Operations

Key Accounts Development

Middle Office Operations

Sales Inspection

Wealth Management

Offices

Generali Patrimoine

Org chart

Teams

Commercial Engineering

Commercial Operations

Key Accounts Development

Middle Office Operations

Sales Inspection

Wealth Management

Offices

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