This Tuesday, we are not going to tackle one of our usual themes in the field of finance, economy, taxation or real estate ... The sunny days are finally coming and it is time to take stock of these months!

The Wealth A7 team would like to warmly thank all of its partners for the dedication and responsiveness they showed during this unprecedented period of confinement. They have deployed all the necessary means to keep us informed and this on a regular basis, in this period of high uncertainty. Video conferences, telephone points or even email exchanges, they responded when the economy was idling and thus allowed us to stay the course by keeping the relevance of our recommendations, to the greatest satisfaction of our customers!

Recent events have shown us that, especially when we are going through a difficult period, when certain institutions, such as banks, have shown the limits of their ability to support and advise their customers, it is essential to benefit from the services of a wealth management advisor. Our firm Wealth A7, as well as all of our colleagues in wealth management, have demonstrated our adaptability to best serve the needs of our clients, despite very heavy regulations.

Our analytical work and our ability to propose solutions with relevance and speed was made possible thanks to our different partners that we are proud to honor today (even if we cannot quote them all here - the list would be too long…).

To name just a few, we would like to thank our insurance company partners such as Vie Plus, Intencial, UNEP, Swisslife, Ageas, Primonial, etc. for their availability and the implementation of processes adapted to the situation.

We also extend our thanks to our various real estate partners for their flexibility and the implementation of the electronic signature: Valorissimo, ICA Patrimoine, Consultim, Altarea Cogedim, LB2S, Fiducy Invest, Revenu Pierre, Theseis Partenaires and our brokerage partner in credit, Immoprêt, for the quality of file processing.

Thank you also to the asset managers of different management companies for the quality of our exchanges and the accuracy of their information on the financial markets: H2O AM, La Financière de l'Echiquier, La Financière d'Arbevel, Sycomore AM, Eleva Capital, Franklin Templeton, Pictet Asset Management, Turgot Asset Management, M/Capital Partners, Marigny Capital and so many others who have kept their cool in an unprecedented context!

Finally, a huge thank you to our customers. Thank you for their repeated confidence: they are our best ambassadors!

At Wealth A7, many projects are coming and we will soon have the pleasure of communicating them to you.
In this changing world, we have not finished reinventing ourselves to always give life to your desires!