CGP Entrepreneurs
Created in 2013
- BETA
Up & running (A)
Existing signals show a regular activity Social networks
1,855 2,941Entity types
Location
14 Rue de Milan, 75009 Paris, France
Paris
France
Employees
Scale: 11-50
Estimated: 24
SIREN
814230934Engaged corporates
12
2 11Added in Motherbase
5 years, 6 months ago
Incubators & VCs Value proposition
[Automatic translation follows] #CGP Group (https://www.cgpe.com/mentions-legales/)
CGP Entrepreneurs, a subsidiary of the UFF group, aims to help wealth management advisors enhance their skills. It provides them with its experience as a leader in the wealth management market by offering a new way of practicing the profession of Wealth Management Advisor as a business leader. In addition to the means to perpetuate their business by developing it, it ensures them freedom without isolation.
CGP Entrepreneurs supports the firms that join them by providing them with:
• a complete range of services:
- dedicated Middle Office platform
- wealth engineering service
- commercial support and training
• A dense financial and real estate offer
- life insurance, retirement and pension
- UCITS and SCPI
- Tax exemption
- Real estate
• A business model based on win-win
With a portfolio of nearly 140,000 clients and 7.2 billion euros of assets under management as of 31/12/2012, UFF is the leading French wealth management consulting firm.
Support for CGPs, Tools to make the business more reliable, Development projects, Wealth Management, Grouping, CGPI, Firm creation, Assistance with business development, Support from a dedicated middle office, and large network of suppliersOriginal language
Groupement de #CGP (https://www.cgpe.com/mentions-legales/)
CGP Entrepreneurs, filiale du groupe UFF, a pour vocation d’aider les conseillers en gestion de patrimoine à valoriser leurs compétences. Elle met à leur disposition son expérience de leader sur le marché de la gestion de patrimoine en proposant une nouvelle façon d’exercer le métier de Conseiller en Gestion de Patrimoine en tant que chef d’entreprise. Outre les moyens de pérenniser leur entreprise en la développant, elle leur assure la liberté sans l’isolement.
CGP Entrepreneurs accompagne les cabinets qui les rejoignent en leur apportant :
• une offre de services complète :
- plate-forme de Middle Office dédiée
- service d’ingénierie patrimonial
- accompagnement commercial et formations
• Une offre financière et immobilière dense
- assurance vie, retraite et prévoyance
- OPCVM et SCPI
- Défiscalisation
- Immobilier
• Un modèle économique basé sur le gagnant-gagnant
Avec un portefeuille de près de 140 000 clients et 7,2 milliards d’euros d’actifs sous gestion au 31/12/2012, l’UFF figure au premier rang français des sociétés de conseil en gestion de patrimoine.
Accompagnement des CGP, Outils pour fiabliser l'activité, Projets de développement, Gestion de Patrimoine, Groupement, CGPI, Création de cabinet, Aide au développement commercial, Appui d'un middle office dédié, and important réseau de fournisseurs
CGP Entrepreneurs : Groupement d'accompagnement Cabinet CGP et de conseil patrimonial
CGP Entrepreneurs est un groupement spécialisé dans les services de gestion de patrimoine.Découvrez nos solutions.
https://www.cgpe.com/
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