ALTERNATIVE PATRIMONIALE

ALTERNATIVE PATRIMONIALE

Financial-Services

Strasbourg, Grand Es...
France
Industry Category
Financial-Services
Company Description

ALTERNATIVE PATRIMONIALE is a leading financial services company based in Strasbourg, Grand Est. With a strong foundation built by former market leaders from Crédit Mutuel-CIC, ALTERNATIVE PATRIMONIALE combines financial expertise with legal and fiscal architecture to deliver innovative solutions in wealth and asset management.

Operating independently, ALTERNATIVE PATRIMONIALE offers a unique blend of wealth management advisory and financial market expertise. The company specializes in portfolio management, legal and fiscal structuring, and comprehensive wealth management services, ensuring clients receive tailored strategies to meet their specific needs.

Located at 19 C, Rue du Fossé des Treize, Strasbourg, Grand Est 67000, FR, ALTERNATIVE PATRIMONIALE is dedicated to providing exceptional service and innovative financial solutions. ALTERNATIVE PATRIMONIALE is committed to enhancing the financial well-being of its clients through strategic advice and expert management.

We invite the manager of ALTERNATIVE PATRIMONIALE to create a customized and exclusive company showcase and product listing on our platform.

ALTERNATIVE PATRIMONIALE est une société de services financiers de premier plan basée à Strasbourg, dans le Grand Est. Forte d'une base solide construite par d'anciens leaders des marchés du Crédit Mutuel-CIC, ALTERNATIVE PATRIMONIALE combine l'expertise financière avec l'architecture juridique et fiscale pour fournir des solutions innovantes dans la gestion de patrimoine et d'actifs.

Opérant de manière indépendante, ALTERNATIVE PATRIMONIALE offre un mélange unique de conseils en gestion de patrimoine et d'expertise des marchés financiers. La société se spécialise dans la gestion de portefeuille, la structuration juridique et fiscale, et les services complets de gestion de patrimoine, garantissant que les clients reçoivent des stratégies sur mesure pour répondre à leurs besoins spécifiques.

Située au 19 C, Rue du Fossé des Treize, Strasbourg, Grand Est 67000, FR, ALTERNATIVE PATRIMONIALE se consacre à fournir un service exceptionnel et des solutions financières innovantes. ALTERNATIVE PATRIMONIALE s'engage à améliorer le bien-être financier de ses clients grâce à des conseils stratégiques et une gestion experte.

Nous invitons le gestionnaire d'ALTERNATIVE PATRIMONIALE à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme.

Key Personnel / Employees
Delphine Heckmann Alexis LEVY Frédéric Home Philippe MATTER

Compare Companies Side by Side

Compare ALTERNATIVE PATRIMONIALE with 3 companies in Financial-Services

4 Companies
Comparison Field
ALTERNATIVE PATRIMONIALE
ALTERNATIVE PATRIMONIALE
Main Company
Leasey.AI
Leasey.AI
View Profile
Founded Year
1932 1992 2020
Company Size
10,001+ 51-200 2-10
City
Strasbourg, Grand Est Singapore, Singapore Port Louis, Caudan
Country
France Singapore Mauritius
Skills & Keywords Comparing with main company
11 Total Skills
Financial Services Wealth Management Asset Management Portfolio Management Financial Advisory Fiscal Structuring Legal Structuring Conseil Gestion de portefeuille Structuration juridique et fiscale Patrimoine
7 Total 7 Unique
Unique Skills:
Business Banking Consumer Banking Insurance Investment Banking Private Banking Stockbroking +1
8 Total 1 Common 7 Unique
Match 9%
Common Skills:
Portfolio Management
Unique Skills:
Advisory Services Brokerage Investment Funds Multi-Asset Class Investment Stockbroking Strategy & Order Execution +1
30 Total 30 Unique
Unique Skills:
Acquisitions Advanced Analytics Artificial Intelligence Business Intelligence Customer Services Digital Twins +24
4
Total Companies
1932
Oldest Founded
3
Countries
54
Unique Skills

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Alternative Company Names

This company is also known as

ALTERNATIVE PATRIMONIALE 替代PATRIMONIALE वैकल्पिक PATRIMONIALE بديل PATRIMONIALE АЛЬТЕРНАТИВНЫЙ PATRIMONIALE