Investia : Your wealth management expert

La asset management is an essential lever for securing, enhancing and passing on assets. At InvestiaWe help families, individuals and businesses to optimise their assets by implementing tailor-made strategies. Each client benefits from personalised support to help their investments grow and ensure their financial peace of mind.

Our expertise is based on an in-depth analysis of the financial markets, tax regulations and investment opportunities. Thanks to our multidisciplinary team of tax specialists, notaries and financial experts, we can offer solutions tailored to individual needs and objectives.

Solutions to suit every profile

Every asset is unique and deserves rigorous management. We work in a number of areas to ensure sustainable and secure growth of your assets :

• Financial management Selection of high-performance, diversified investments for sustainable profitability.
• Tax optimisation Tax advice and investment strategies tailored to current tax regimes.
• Property investments : Assistance with acquisitions, rental management and financial arrangements.
• Transmission and succession Structuring a succession plan to ensure the continuity of family assets.
• Pensions and provident funds : Developing solutions to ensure a stable, worry-free financial future.

Thanks to a attentive listening and a detailed analysis, we build tailor-made strategies that respect the aspirations and constraints of each individual.

Investia: A strategic and responsible vision

At Investiawe consider the asset management as a major long-term challenge. We favour an ethical approach that takes account of economic, fiscal and social developments. Our commitment is to creating sustainable valuewhile safeguarding the interests of our customers and their families.