Hugo Simon

Expert En Gestion De Patrimoine at Perlib

Hugo Simon is an expert in wealth management currently employed at Perlib since September 2022, where the focus is on personalized solutions for asset growth and tax optimization. Prior to this role, Hugo served as a financial investment advisor and wealth manager at Groupe Euodia from March 2021 to September 2022, emphasizing the identification of client objectives through access to various investment opportunities in France and Europe. Hugo's career began with positions in accounting and finance, including an assistant accountant role at Rousseau Consulting & Associés and an internship in portfolio management at La Financière Desselligny. Hugo holds a Master's degree in Commerce from EBS Paris and a Licence in Economic and Social Administration from UVSQ.

Location

Paris, France

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Perlib

Expert de la gestion de patrimoine pour tous. Chez Perlib, bénéficiez d’une expérience digitale et d’un suivi sur-mesure. Les conseillers Perlib vous accompagnent dans tous vos projets de vie. 📈 Fructifier son épargne 💼 Préparer sa retraite 🏛️ Investir dans l'immobilier 💸 Optimiser sa fiscalité Planifiez votre rendez-vous avec un conseiller 🗓️ https://meetings-eu1.hubspot.com/contact-cse/rdv-linkedin


Headquarters

Paris, France

Employees

11-50

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