CGP Entrepreneurs
Created in 2013
Up & running (A)
Existing signals show a regular activitySocial networks
1,855 3,197Entity types
Location
14 Rue de Milan, 75009 Paris, France
Paris
France
Employees
Scale: 11-50
Estimated: 22
SIREN
814230934Engaged corporates
12
2 11Added in Motherbase
5 years, 11 months ago
Incubators & VCs Value proposition
[Automatic translation follows] Grouping of #CGP (https://www.cgpe.com/memers-legales/)
CGP Entrepreneurs, a subsidiary of the UFF group, aims to help the wealth management advisers to enhance their skills. She provides them with her experience as a leader in the wealth management market by offering a new way of exercising the profession of wealth management advisor as a business manager. In addition to the means to perpetuate their business by developing it, it ensures freedom without isolation.
CGP Entrepreneurs supports the firms who join them by bringing them:
• A full service offer:
- dedicated Middle Office platform
- Heritage engineering service
- Commercial support and training
• A dense financial and real estate offer
- Life, retirement and provident insurance
- UCITS and SCPI
- tax exemption
- Real estate
• an economic model based on the winner-winner
With a portfolio of nearly 140,000 customers and 7.2 billion euros in assets under management at 12/31/2012, the UFF appears in the first French rank of wealth management consulting companies.
Support for CGPs, tools to fiablize activity, development projects, wealth management, grouping, CGPI, Cabinet creation, commercial development assistance, support of a dedicated middle office, and important 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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