CGP Gestion was born from a wish to bring together a full range of expertise to protect the income and grow the wealth of individuals and business owners alike.
CGP Gestion is an independent private wealth management advisory firm, dedicated to supporting any individual or business owner in carrying out investment and acquisition projects, to build, grow and/or pass on wealth.
Three non-negotiable principles underpin every relationship with our clients.
Your wealth and personal information is handled with the strictest confidentiality.
A long-term relationship built on listening, availability, and the independence of our advice.
Clear recommendations, free of conflicts of interest, explained at every step of your project.
CGP Gestion draws on a network of experts to support decision-making and bring projects to life.
To bring every project to life, CGP Gestion coordinates an ecosystem of legal, accounting and financial professionals, in direct contact with your advisor.
A chartered accountant, DFCG-qualified in Paris.
A lawyer admitted to the Paris Bar.
A general insurance agent, with a degree in Wealth Management from Université Paris Dauphine.
The head of CGP Gestion, with a degree in Wealth Management from Université Paris Dauphine and a Master's in Economics and Finance from Université Panthéon-Sorbonne.