Wealth management - Wealth management advisors - Ranking 2024 - Wealth management consulting - France (Haute-Normandie - Lower Normandy - Pays de la Loire - Brittany - Poitou-Charentes - Centre) - Leaders League

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Wealth management consulting

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France

Wealth management

Wealth management advisors

Centre, Pays de la Loire, Brittany, Poitou-Charentes, Haute-Normandie, Lower Normandy

— 2025 —

Leading

Laplace

Jean-Luc Delsol | Kevin Eparvier | Benoist LOMBARD | Jean-Maximilien Vancayezeele

Excellent

Colbert Patrimoine Finance

Charles Clerice de Meynard

ID Groupe

Laurent Bordes | Benjamin FERROU | Renaud Rolain

Wealth Conseil

Jean-Baptiste Holtz

Highly recommended

Aelis Gestion Privée

Ronan Le Calvez | Steve Le Goff

Finarena Gestion Privee

Octopus Patrimoine

Christophe Roche

In each tier, the firms and people are ordered alphabetically

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Research methodology

Our research process spans a four-month period for each ranking cycle. This includes collecting data, which is is a three-month process, and an additional month to process the data and establish the rankings. We rely on four main data sources and various criteria to create or update a ranking.

Consult our methodology