Product Spotlight: ETFs

Product Spotlight: ETFs

Why investors are flocking to ETFs The situation. Exchange-Traded Funds (ETFs) are becoming a go-to choice for individual and institutional investors. Tax efficient and flexible, they exist for almost every asset class, from equities and bonds to real estate, and...
How Rebalancing Helped a Client Manage Market Volatility

How Rebalancing Helped a Client Manage Market Volatility

We explore how a smart strategy can win around a downturn The situation. Sarah Dupont (52)*, a marketing executive in France has a €500,000 portfolio (60% global equities / 40% Eurozone bonds), which is experiencing a 5% loss in the current market. Problems...
How the French Government Could Block Access to Your Assurance Vie

How the French Government Could Block Access to Your Assurance Vie

Why moving your money could protect your future income The latest. On 25 March 2025, President Macron proposed a radical idea: using private savings to support national defence spending through new state-backed investment vehicles. While the details remain...
Product Spotlight: SCPI Credit Leveraging

Product Spotlight: SCPI Credit Leveraging

Use Borrowed Capital to Grow Your Property Portfolio Over Time The lowdown. SCPI credit leveraging is a strategic way to invest in French real estate through Société Civile de Placement Immobilier (SCPI) using a mortgage or personal loan to fund the...