CASH AND CASH EQUIVALENT
I want a 100% guarantee on my capital and I can withdraw it at any time.
TERM ACCOUNTS / TERM DESPOSITS
✓ Investment guaranteed at any time
✓ 100% protected capital at any time
✓ Funds remain available within a maximum of 32 days
✓ With or without opening a current account
✓ Fixed or floating rate
-> Interest rates above 3%
INTEREST-BEARING CURRENT ACCOUNT
✓ 100% protected capital at any time
✓ Funds remain available without delay
✓ The flexibility of a current account for withdrawals and deposits
✓ Fixed or floating rate
-> Interest rates above 2,60%
MONEY MARKET FUNDS
✓ Daily valuation
✓ Funds remain available without delay
✓ Diversification of credit risk
-> Conditional returns on the performance of the asset manager
GUARANTEED CAPITAL INVESTMENTS :
STRUCTURED DEPOSITS & CAPITALISATION CONTRACT
STRUCTURED DEPOSITS & CAPITALISATION CONTRACT
I want a 100% guarantee of my capital and I have a defined investment horizon.
FIXED-TERM DEPOSITS
Investment guaranteed at maturity only
✓
Funds are only available at maturity or penalties may reduce the capital in case of early withdrawal
✓
Fixed or floating rate
⮟
Returns above 4%
CAPITALISATION CONTRACTS
Tailor-made allocation between the guaranteed support at any time and dynamic supports
✓
Funds remain available without delay
✓
Simplicity of accounting for the financial instruments
⮟
Returns depending on the strategy adopted
INVESTMENTS IN THE REAL ECONOMY :
REIT, PRIVATE EQUITY, IMPACT INVESTING
I want to invest in projects that create economic value.
OUR VOCATION
We aim to select from the best alternative investments available in France and internationally.
We look for the most balanced funds in terms of return and risk within the following categories:
European real estate
Impact Investing
Private Debt
Private Equity
STRUCTURED PRODUCTS :
AUTOCALL, CLN, TARN, ETC.
I want to generate excess return while controlling my risks,
we help you to choose :
YOUR EXPOSURE
Equity
–
Fixed Income
–
Credit
–
Indices
–
Commodities
–
Funds
THE TYPE OF RETURN
Capitalised
–
Distributed
–
Guaranteed
–
Conditional
–
Floating
–
Fixed
THE MATURITY
OF YOUR INVESTMENT
0-5 years
–
6-10 years
–
More than 10 years
THE LEVEL OF PROTECTION
Total
–
Partial
–
Conditional
OUR ADDED VALUE
Our values represent a real commitment and materialize in our procedures.
TIME AND RESSOURCES EFFICIENCY
Through a single point of contact, we give you access to a multitude of leading French and international banks and innovative asset management companies.
CONTINUOUS MONITORING OF YOUR INVESTMENTS
For all our solutions, we provide regular analysis reports that include updates on risks and information pertaining to your operations. These reports aim to offer you a clear overview of the status of your investments.
EUROPEAN AND INTERNATIONAL NETWORK
We have a constant relationship with international partners who specialize in cash and asset management. This enables us to provide you with exclusive access to investment solutions preferred by corporate and institutional investors within the Eurozone.
OUR LOCATION IN PARIS AND LYON
FINTIS PARIS
FINTIS LYON
CONTACT PARIS OFFICE
Phone number
+33 1 83 64 05 67
Address
97 Boulevard Malesherbes
75008 PARIS
CONTACT LYON OFFICE
Phone number
+33 4 28 29 50 06
Address
41 Quai Fulchiron
69005 LYON
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