EGA Information

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La gestion de patrimoine professionnel et privé, est devenue un métier à part entière dans lequel le conseil doit accompagner son client dans l’analyse, les décisions, et le suivi des engagements, tout en le protégeant contre les aléas de la vie. Du sur-mesure, adapté à chaque situation et chaque sensibilité.

Website	https://www.ega-patrimoine.com/
Employees	34 (0 on RocketReach)
Founded	1985
Address	34/36, Route de Saint-Romain, Saint-Cyr-au-Mont-d'Or, Auvergne-Rhône-Alpes 69450, FR
Industry	Financial Services
Keywords	Financial Advisor, Wealth Management, Financial Planning, Financial Consulting, Financial Services, Patrimony Management, Estate Planning, Private Wealth, Investment Management, Portfolio Management, Asset Management, Investment Consulting, Family Office, Retirement Planning, Risk Management, Estate Preservation, Tax Planning, Wealth Preservation, Legacy Planning, Insurance Planning
Competitors	Natixis Corporate & Investment Banking, BlackRock, Societe Generale, Legg Mason (Acquired by Franklin Templeton), Invesco Ltd., Amundi US, Fidelity International, BNP Paribas Asset Management, AXA Investment Managers, HSBC France S.A. +36 more (view full list)