Wealth management

Life insurance private placement

As a true asset management tool, life insurance is today unavoidable. It enables you to optimize your assets profitability while preparing for your retirement and the transfer of these assets.

Efigest Asset Management Patrimoine et Valeurs Vie’s Life Insurance Contract is a new generation unit-linked life insurance policy developed with La Mondiale Partenaire giving you access to a broad selection of more than 250 UCITS and to the most effective Euro funds on the market. You are therefore granted with an extra tool of freedom and flexibility.

We put our experience at your service in order to personalize your contract: single or joint subscription, writing of the beneficiary clause, allocation of your savings...