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.
The aim is to provide the responsive and efficient service expected by our partners and their customers.
We have brought together in the same structure all the expertise necessary for the development of our relationship, with marketing, actuarial, legal and management teams at your side to provide instant solutions to all your expectations:
- A bespoke product.
- A designated wealth planner who will guide you through the various insurance solutions.
- A designated policy administration contact, who will give you day-to-day updates of your customers’ situations.
Back office services for premium products are provided by a team of 15 experienced asset managers, reporting to the Wealth Management department.
By covering the entire value chain, the Wealth Management department ensures that it is both independent and responsive.