Turnover: 110000 EUR (2018)
Country: France
- K&P Finance is a wealth management consultancy established in 2006.
- The independent company specializes in tax exemption and savings, offering its customers solutions in the following areas: investment property, tax optimization, savings and financial investments, advice and long-term support.
- K&P Finance is 100% owned by its management and employs 11 advisors, 7 of whom specialize in real estate and 4 in financial investments.
november 13, 2017 - K&P Finance continues to expand - source(Boursedirect)
- The company acquires Olivio
- K&P Finance's assets under management now total 185 million euros
- K&P's 2020 target: to increase assets under management to 400 million euros
Studies mentioning this company
The wealth management market - France
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- Crystal Groupe
- LFPI
- Mandarine gestion
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- Rothschild Martin Maurel
- Lazard Frères Gestion
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- Abeille Assurance (Aéma groupe)
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