EXPERTISE

FINANDIR is a financial consulting company specializing in:
• Portfolio analysis and diagnostic in terms of performance, clients' objectives and risk profile
• Financial assets allocation at global and detailed levels
• International Mutual fund/OPCVM selection
• Critical analysis of all types of financial products commercialized by banks, life insurance companies and other asset mangement companies
• Control of the quality on the execution of clients' orders by banks and life insurance companies
• Re-negociation of banks and life insurance companies fees and commisions; control of financial intermediary debits
• Coordination with the client's tax and legal advisors to ensure a close follow-up of the various client files and to simplify the client's life. FINANDIR regularly coordinates with French, British and American advisors
• Investment advisor of Anglosaxon trusts
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