The world is on the move, what about your projects?

Pitch WA7 - Finankap

Finankap Group is an independent firm committed to putting people at the heart of its ambitions and offering tailor-made support to each of its clients.

In our ongoing quest to offer you an ever more comprehensive and high-quality service, we have broadened our field of expertise to address all your wealth management needs.

Thanks to our comprehensive approach, our firm already supports a diverse client base, both in France and internationally, in structuring, developing, preserving and transferring their wealth. We specialise in financial asset management, corporate cash flow optimisation, employee savings schemes, tax optimisation strategies, retirement planning, assistance with finding financing for both individuals and professionals, and more generally all matters relating to the wealth of individuals and business owners.

Our expertise also includes support for expatriates and non-residents, with a thorough understanding of tax issues. Finally, we have a dedicated service for English-speaking clients, providing seamless and personalised support in English.

Who are our customers?

Finankap Group is an independent wealth management consulting firm based in Toulouse. Our firm advises and manages the assets of public and private sector employees, business leaders, retirees, annuitants, and others.

Whatever your age, Finankap Group supports you in your projects because wealth management advice is based on three fundamental stages of life: creation, management, and transfer.

The wealth management, investment management, and life insurance sectors in the Western world are undergoing profound change.

Our clients' expectations for better management of their assets are growing.

The post-digital era shows no signs of slowing down, and the need for rapid business transformation has never been greater.

Based in Toulouse, France, we meet our clients wherever they are on their journey to change—in every industry around the world—and partner with them to create lasting value.

This gives our wealth and investment management clients the opportunity to embrace disruption and reshape their stake in one of the most compelling sectors in financial services.