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Un environment de travail comfortable

Services

Finandir is specialized in the following areas:

  • Portfolio audit
  • Detailed and customized financial asset allocation aiming at maximizing the risk/return ratio while minimizing volatility
  • Selection of the best funds and managers worldwide
  • Critical analysis of all financial products set up by banks, life insurance companies, management companies, funds of hedge funds
  • Ensuring good execution of client orders by banks and insurance companies
  • Structuring and negotiating financing
  • Renegotiation of fees and commissions charged by banks and life insurance companies and control of the amounts charged
  • Coordination with French and international legal and tax advisors to allow a close follow-up of the files of the entrepreneur and his family in order to simplify their lives