Established in 2002, Cercle France Patrimoine, with 19 wealth management firms across France, is one of the leaders of groups representing the profession. Its members manage more than one billion euros for about 23 000 clients, individuals and firms.
To continue its expansion, the association seeks partners in Bretagne, East and South West of France and to cover the whole country.
"We have a very regional anchor, our members are from Chambery, Reims, Lyon, Montpellier, Lille, Nice ... We naturally want to be in cities or regions where we still have too little influence, "says Claude Todo current President of the association.
The criteria for recruitment are not necessarily easy. "We seek independent advisors that meet our high standard criteria for membership, as our association provides clients with high quality advices" said Claude Todo. Thus all members of Cercle France Patrimoine are business managers, clients representatives and meet the following requirements:
Experience as an independent advisor over 5 years;
An excellent morality, recognized and confirmed with various intermediaries;
A portfolio and a consistent number of clients;
A shared commitment to training and development.
The goal of the Cercle France Patrimoine is to give its members the opportunity to share their professional experiences, to enhance their training while fully respecting their independency. "Today a single firm can not afford to explore, communicate and train. Being together is a better way to learn, gain visibility, improve its business impact and also to be better represented when facing suppliers, "concludes Claude Todo.
