Financial advice to individuals, families and business owners
Finance and wealth management: a comprehensive, tailor-made approach
Alpha & K advises and supports individuals, families, business leaders and entrepreneurs over the long term in defining and achieving their financial and wealth objectives by providing them with its expertise in two areas:
Investment and asset management
Advice and management in all listed and unlisted investments.
Wealth and financial engineering
Optimization of all financial, legal and tax decisions.
Our choice to be independent and fiduciary enables us to deliver advice that is unique in France for its quality and alignment of interests.
This alignment is ensured by our unique, flat-rate, performance-linked remuneration system, independent of any retrocession.