fintech Value proposition
[Automatic translation follows] Committed to your projects.
French independent management company “ESSENTIAL” for the 5th consecutive year – Rankings 2023, 2022, 2021, 2020, 2019
Décideurs Magazine – Independent organization Leaders League
Founded in 2010, Talence Gestion is an independent and entrepreneurial management company which aims to provide personalized advice and local support in the management of the assets of its private clients (families, business leaders, liberal professions, etc. .). This mission is carried out by a team of experts passionate about their profession made up of 12 managers and a Wealth and Tax Engineering department.
Talence Gestion benefits from the advantages of a human-sized company close to its clients (responsiveness, proximity and flexibility) while giving them access to a wide range of services and advice worthy of a large group. At the end of 2021, Talence Gestion had more than 1,500 clients and families with more than 1 billion assets under management.
Didier Demeestère “I attribute the success of Talence Gestion to the contribution of all of our employees united in this entrepreneurial project and who share our DNA based on work, the value of speaking and kindness. With this inspiring corporate culture, Talence Gestion bases its development on the constant search for excellence for the benefit of our clients. The close relationship that develops between the client and his manager makes it possible to confidently establish a long-term wealth strategy. »
Wealth and tax advice and engineering, Mandate management, Asset allocation, Equity management, SRI management, Dedicated funds, Differentiating investment solutions, Private management, and Collective managementOriginal language
Engagés dans vos projets.
Société de gestion indépendante française « INCONTOURNABLE » pour la 5ème année consécutive – Classements 2023, 2022, 2021, 2020, 2019
Décideurs Magazine – Organisme indépendant Leaders League
Fondée en 2010, Talence Gestion est une société de gestion indépendante et entrepreneuriale qui a pour vocation d’apporter un conseil et un accompagnement de proximité personnalisés dans la gestion du patrimoine de sa clientèle privée (familles, chefs d’entreprise, professions libérales, etc.). Cette mission est assurée par une équipe d’experts passionnés par leur métier constituée de 12 gérants et d’un pôle d’Ingénierie Patrimoniale et Fiscale.
Talence Gestion bénéficie des atouts d’une entreprise à taille humaine proche de ses clients (réactivité, proximité et flexibilité) tout en leur donnant accès à une large offre de services et de conseil digne d’un grand groupe. A fin 2021, Talence Gestion compte plus de 1 500 clients et familles pour plus de 1 milliard d’encours sous gestion.
Didier Demeestère « J’attribue le succès de Talence Gestion à la contribution de l’ensemble de nos collaborateurs uni dans ce projet entrepreneurial et qui partagent notre ADN fondé sur le travail, la valeur de la parole et la bienveillance. Avec cette culture d’entreprise inspirante, Talence Gestion fonde son développement sur la recherche permanente de l’excellence au profit de nos clients. La relation étroite qui s’instaure entre le client et son gérant permet ainsi d’établir en toute confiance une stratégie patrimoniale sur le long terme. »
Conseil et ingénierie patrimoniale et fiscale, Gestion sous mandat, Allocation d’actifs, Gestion Actions, Gestion ISR, Fonds dédiés, Solutions de placements différenciantes, Gestion privée, and Gestion Colletive
Talence Gestion - Conseils patrimoniaux - Investissements
Une stratégie d’investissement au service de vos projets à l’opposé de la tendance à l’industrialisation des métiers de la finance.
https://www.talencegestion.fr/
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