CARAT Specialist in Private Wealth Management
Looking for support
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Financial optimization
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Fundraising / Financing search
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Investment
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Protection
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Investment (or Placement, depending on the context)
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Transfer
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Acquisition of goods and products
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Sale of goods and products
Our expertise
Holder of professional licenses :
CIF
COA
COB
Real estate transaction
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Graduates in financial professions, registered with Orias and the Compagnie des CGP, and subject to annual regulatory training, we are authorized and qualified to assist you at every stage of your financial life.
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Carat excellence
Whatever your projects, ambitions, and resources, we support you in the realization of your investments, placements, financing, and real estate acquisitions.
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We focus on the construction, optimization, protection, and transfer of your wealth.
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Whatever your wealth management issues may be, feel free to meet with our advisors to conduct a wealth assessment and receive tailored advice for your situation and goals.
Wealth management
Wealth management advice offers you personalized and efficient solutions for your investments. The support of an independent wealth management consultant means taking advantage of the presence of a professional to ...
Partners
Wealth management advice offers you personalized and efficient solutions for your investments. The support of an independent wealth management consultant means taking advantage of the presence of a professional to ...
Risks, finance and regulation
Compagnie des CGP Orias
AMF ACPR
CCI FNAIM