Turnover: 0.444 million EUR (2021)
Country: France
- Experts en patrimoine was founded by Richard Houbron and Philippe Darneau, two experts in wealth management.
- Their services are aimed primarily at individuals and families.
- The company is ranked among the top players in the 2020 wealth management sector by Décideurs magazine. Richard Houbron even won the 21st edition of the trophées de la gestion de patrimoine in 2019.
Studies mentioning this company
The wealth management market - France
Other companies mentioned:
- Amundi
- HSBC Private Bank
- Société Générale Private Banking
- Natixis Wealth Management
- Milleis Banque
- Pictet
- Primonial
- Astoria Groupe
- Cyrus Conseil
- Compagnie Financière Richelieu
- Ethenea
- Cholet-Dupont
- Magnacarta
- Althos-Patrimoine
- K&P Finance
- Experts en Patrimoine
- Lonlay & Associés
- Nalo
- Yomoni
- Grisbee
- Finary
- Epsor
- Premium Groupe
- Ageas France
- BPI France
- Scala Patrimoine
- Shares
- Thesaurus
- Crystal Groupe
- LFPI
- Mandarine gestion
- Oaktree Capital Management
- Rothschild Martin Maurel
- Lazard Frères Gestion
- Meeschaert (LFPI Groupe)
- Abeille Assurance (Aéma groupe)