Wealth Management

Wealth Management

The wealth management business is organised to offer partners all the closeness of a dedicated relationship combined with the solid backing of CNP Assurances, France’s leading personal insurer.

Our wealth management team comprises five multidisciplinary experts with skills in property law, civil law, tax law, company law and insurance law.

Their professional experience within law firms, notaries' offices, private banks and high street banks represents an important added strength.

Wealth managers also play an essential role in helping to resolve operational problems linked to the specific features of some offers.

A dedicated team

The wealth management business is organised to offer partners all the closeness of a dedicated relationship combined with the solid backing of CNP Assurances, France’s leading personal insurer.

To find out more about wealth management

Our expertise / our services

The team of financial managers is at your disposal to provide support. As experts in asset management, led by a manager with a multi-management background, they are able to quickly add your choice of unit-linked funds to the portfolio and implement CNP Assurances’s investment policy thanks to a significant level of empowerment.

Read more about our expertise / our services

Our wealth management offering

Attentive to your needs and expectations, our product experts are available to advise you and suggest new ideas aligned with your customers’ requirements and your strategic choices.

With our wealth management offering you get:

  • a high-quality financial offer: CNP Assurances offers the solidity of its traditional savings fund and the ability to add a wide range of unit-linked funds to the portfolio,
  • guarantees and options for active savings management,
  • bespoke management approaches for you and your customers, including customer-led, discretionary or manager-guided options,

along with the tax benefits associated with life insurance and endowment contracts, for all of your corporate and individual customers.

Your contacts at CNP Patrimoine

Laurent Jumelle , directeur, laurent.jumelle@cnp.fr
François Guilgot , partenariats, francois.guilgot@cnp.fr
Marine de Bouchony , offre produits, marine.debouchony@cnp.fr