Avant-garde private banking investment
Founded in April 2020, Avant-Garde Investment is tackling a sector where new players are rare: wealth management.
To support families and businesses in their investments, there has been no alternative to historical figures (Rotschild, UBS, etc.) for many years. As a result, the arrival of this new house in the French financial landscape and in the midst of a pandemic is significant.
Note in this article how it works and the benefits of investing with avant-garde private banking. You can also find out about Avant-Garde Investment life insurance in this article.
Presentation of the company Avant-Garde Investment
Avant-Garde Investment is an independent asset management company. The company, made up of experts in the financial market and investment, supports businesses and families in managing their wealth. It offers a high quality service for their different ambitions: life insurance, UCITS, equities, structured products and treasury, private equity, real estate, taxes and inheritance.
The good wealth management offered by this company made it possible to build this brand, which constantly attracts new members to join the large community that already exists. This good management of fortunes today makes Avant-Garde Investment a company available to individual clients, business leaders and many others.
Thus, trust is the fundamental value of a company like Avant-Garde Investment. It is a society in which everyone can feel at ease to share their personal or professional heritage, sometimes of several generations. Since the founding of this company, trust has been the cardinal value of success and the creation of this special bond with customers.
Avant-garde investment key figures
Since this house celebrates its first anniversary, the total assets of its clients have exceeded 150 million euros. In addition to their historical circle and their use of business contacts, it is interesting to note that about 15% of their customers were from Twitter. A social network where the vanguard galaxy (the company and its employees) is followed by more than 11,000 subscribers, an unexpected means of communication for a generally quiet and low-key industry.
With its three management bases (Heritage, Opportunist and Dynamic), Avant-Garde covers all asset classes in an open architecture. On the website of this company, a direct link to the main European commercial areas without intermediaries is claimed. The entry ticket is 500,000 euros in liquidity to access the first avant-garde investment services, with a margin of flexibility depending on the profile. The combination of excellent service with a real bespoke suit, for example when it comes to investments.
For their clients, this then means access to a direct manager, their rule being a maximum of 50 clients per manager (compared to 200 on average for traditional private banks). Family offices take charge of the overall management of families in all areas, but without direct investment advice.
Why are new players in this industry rare?
Barriers to entry are indeed common in many areas, but it is always funny how financial management (a liberal prerogative) is so open. Notable examples are a client's inability to transfer life insurance (the most popular investment amount in France) between insurers, or the administrative burden of a change in management.
For those looking to get into wealth management, this is a difficult mix of skills to bring together. And only these skills give the courage to partner with historic institutions to make it happen. This shows in particular why most firms are moving towards a "wealth management" model for the general public. But they act as directors of their clients’s business relationships.
Offer a full service, with a long lifespan
The solution was to create high entry conditions and limit the number of clients per manager to fifty, far from the standards of competitors. If this difficulty in accessing this company is a first characteristic of Avant-Garde Investment, then it is the combination of several additional elements that complete this name:
● internal research with personal participation in the various assemblies and institutional meetings of listed companies across France to identify the best opportunities for our clients.
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