LaBienveillanceFinancière
Basile DIOT is a seasoned professional in wealth engineering, currently serving as the Directeur de l'ingénierie patrimoniale at LaBienveillanceFinancière since August 2019, where a digital and outsourced wealth engineering service is offered to wealth advisors and institutional players. Previously, Basile DIOT held the position of Conseiller patrimonial at Haussmann Patrimoine for a brief period in 2021 and worked as a Conseiller financier at MEILLEURTAUX.COM from August 2018 to August 2019. Educational credentials include a degree in Engineering for Business Leaders from AUREP, a Master 2 in Wealth Management from Paris School of Business, a general Business Administration degree from California State University Channel Islands, and a Bachelor’s degree in Accounting and Finance from Paris School of Business.
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LaBienveillanceFinancière
RegTech, Fintech, Insurtech, wealth management, wealth planning, estate planningIn an increasingly complex world, every family needs the type of wealth planning, estate planning, and wealth management advice up to now exclusively reserved for very high-net worth individuals. LaBienveillanceFinancière (LBF) provides professional wealth managementadvisers with an “augmented wealth advisory” platform that enables them to meet this need.LBF’s algorithms automate the production (data collection, analysis, calculations, solutions, reporting) of wealth management solutions personalized for each of its clients' customer. LBF's clients are banks’ financial advisers, insurance brokers, and wealth management adviser networks. The company has already conquered 3 institutional networks. LBF helps them provide higher quality, certified, global (tax, civil law, financial) wealth management advice in no time.