OUR ACCREDITATIONS

  • Company held solely by active partners
  • AMF accreditation
    (Autorité des marchés financiers, French financial markets regulator),
    Financial Investment Advisor E003067 (Conseil en Investissement Financier),
  • ACPR accreditation
    (Autorité de Contrôle Prudentiel et de Résolution, French banking and insurance supervisor), Insurance broker ORIAS 10057135 (Intermédiaire en Assurances)
  • Registered with the Banque de France for Marketing of Banking & Financial services 1102939741UI (Démarchage Bancaire & Financier)
  • Statutory professional indemnity insurance and financial guarantee complying with the French Monetary and Financial Code 2.401.200/RD00032114P Chartis (formerly AIG)
  • Member of the French National Association of Financial Advisors – ANACOFI and ANACOFI CIF (Association Nationale des Conseils Financiers)
  • Member of various international Family Office associations

DIFFERENCES

  • Our family investor identity
  • Our critical mass and ability to pool interests, costs and experience
  • Our international network of asset managers, advisors and families, patiently built up over time
  • Our team of highly experienced professionals serving some of the main European Families
  • Our resources and information systems
La Fontaine

AGRÉMENTS

  • AMF accreditation (French financial markets regulator),
    Financial Investment Advisor E003067
  • ACPR accreditation (French banking and insurance supervisor),
    Intermédiaire en Assurances ORIAS 10057135
  • Member of the National Association of Financial Advisors,
    ANACOFI and ANACOFI CIF