Nos partenaires
Vous nous faites confiance, nous leurs faisons confiance.
Nous avons mis en place des accords de partenariat avec des structures dont les services et produits répondent aux exigences de notre métier : des solutions simples, justement tarifées, évolutives,… Nous sommes en permanence à la recherche de nouvelles solutions. Pour vous, nous étudions, comparons, les nouveaux produits :
<div class="partenaires_title"><!-- [et_pb_line_break_holder] --> Assurance-vie<!-- [et_pb_line_break_holder] --> </div><!-- [et_pb_line_break_holder] --> <div class="partenaires_container"><!-- [et_pb_line_break_holder] --> <div class="five-col-grid"><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f6c0c1;"><img src="https://version-patrimoine.com/wp-content/uploads/afer_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c0c2fc;"><img src="https://version-patrimoine.com/wp-content/uploads/aviva_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c1e0c2;"><img src="https://version-patrimoine.com/wp-content/uploads/axa_thema_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f6cb94;"><img src="https://version-patrimoine.com/wp-content/uploads/cardif_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f3cc71;"><img src="https://version-patrimoine.com/wp-content/uploads/gaipare_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f6c0c1;"><img src="https://version-patrimoine.com/wp-content/uploads/generali_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c0c2fc;"><img src="https://version-patrimoine.com/wp-content/uploads/mma_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c1e0c2;"><img src="https://version-patrimoine.com/wp-content/uploads/oddo_bhf_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f6cb94;"><img src="https://version-patrimoine.com/wp-content/uploads/swisslife_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f3cc71;"><img src="https://version-patrimoine.com/wp-content/uploads/vieplus_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> </div><!-- [et_pb_line_break_holder] --> </div><!-- [et_pb_line_break_holder] --> <div class="partenaires_title" style="clear: both"><!-- [et_pb_line_break_holder] --> Sociétés de gestion<!-- [et_pb_line_break_holder] --> </div><!-- [et_pb_line_break_holder] --> <div class="partenaires_container"><!-- [et_pb_line_break_holder] --> <div class="five-col-grid"><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f6c0c1;"><img src="https://version-patrimoine.com/wp-content/uploads/carminiac_rm_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c0c2fc;"><img src="https://version-patrimoine.com/wp-content/uploads/comgest_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c1e0c2;"><img src="https://version-patrimoine.com/wp-content/uploads/dnca_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f6cb94;"><img src="https://version-patrimoine.com/wp-content/uploads/edmond_rothschild_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f3cc71;"><img src="https://version-patrimoine.com/wp-content/uploads/financiere_de_lechiquier_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f6c0c1;"><img src="https://version-patrimoine.com/wp-content/uploads/franklin_tempelton_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c0c2fc;"><img src="https://version-patrimoine.com/wp-content/uploads/gestion_21_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c1e0c2;"><img src="https://version-patrimoine.com/wp-content/uploads/h2o_am_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f6cb94;"><img src="https://version-patrimoine.com/wp-content/uploads/jp_morgan_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f3cc71;"><img src="https://version-patrimoine.com/wp-content/uploads/keren_finance_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f6c0c1;"><img src="https://version-patrimoine.com/wp-content/uploads/mg_investments_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c0c2fc;"><img src="https://version-patrimoine.com/wp-content/uploads/oddo_bhf_am_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c1e0c2;"><img src="https://version-patrimoine.com/wp-content/uploads/rothschild_martin_maurel_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f6cb94;"><img src="https://version-patrimoine.com/wp-content/uploads/rouvier_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f3cc71;"><img src="https://version-patrimoine.com/wp-content/uploads/sunny_am_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f6c0c1;"><img src="https://version-patrimoine.com/wp-content/uploads/sycomore_am_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c0c2fc;"><img src="https://version-patrimoine.com/wp-content/uploads/tocqueville_finance_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c1e0c2;"><img src="https://version-patrimoine.com/wp-content/uploads/trusteam_finance_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> </div><!-- [et_pb_line_break_holder] --> </div><!-- [et_pb_line_break_holder] --> <div class="partenaires_title" style="clear: both"><!-- [et_pb_line_break_holder] --> Produits bancaires et comptes titres<!-- [et_pb_line_break_holder] --> </div><!-- [et_pb_line_break_holder] --> <div class="partenaires_container"><!-- [et_pb_line_break_holder] --> <div class="five-col-grid"><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f6c0c1;"><img src="https://version-patrimoine.com/wp-content/uploads/axa_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c0c2fc;"><img src="https://version-patrimoine.com/wp-content/uploads/banque_populaire_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c1e0c2;"><img src="https://version-patrimoine.com/wp-content/uploads/bnp_paribas_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f6cb94;"><img src="https://version-patrimoine.com/wp-content/uploads/caisse_epargne_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f3cc71;"><img src="https://version-patrimoine.com/wp-content/uploads/cic_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f6c0c1;"><img src="https://version-patrimoine.com/wp-content/uploads/credit_mutuel_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c0c2fc;"><img src="https://version-patrimoine.com/wp-content/uploads/mymoneybank_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> </div><!-- [et_pb_line_break_holder] --> </div><!-- [et_pb_line_break_holder] --> <div class="partenaires_title" style="clear: both"><!-- [et_pb_line_break_holder] --> Investissements immobiliers<!-- [et_pb_line_break_holder] --> </div><!-- [et_pb_line_break_holder] --> <div class="partenaires_container"><!-- [et_pb_line_break_holder] --> <div class="five-col-grid"><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f6c0c1;"><img src="https://version-patrimoine.com/wp-content/uploads/ab_groupe_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c0c2fc;"><img src="https://version-patrimoine.com/wp-content/uploads/afc_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c1e0c2;"><img src="https://version-patrimoine.com/wp-content/uploads/alday_immobilier_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f6cb94;"><img src="https://version-patrimoine.com/wp-content/uploads/aquipierre_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f3cc71;"><img src="https://version-patrimoine.com/wp-content/uploads/bouygues_immobilier_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f6c0c1;"><img src="https://version-patrimoine.com/wp-content/uploads/cerenicimo_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c0c2fc;"><img src="https://version-patrimoine.com/wp-content/uploads/cogedim_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c1e0c2;"><img src="https://version-patrimoine.com/wp-content/uploads/colbert_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f6cb94;"><img src="https://version-patrimoine.com/wp-content/uploads/edouard_denis_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f3cc71;"><img src="https://version-patrimoine.com/wp-content/uploads/eiffage_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f6c0c1;"><img src="https://version-patrimoine.com/wp-content/uploads/greencity_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c0c2fc;"><img src="https://version-patrimoine.com/wp-content/uploads/groupe_cir_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c1e0c2;"><img src="https://version-patrimoine.com/wp-content/uploads/icade_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f6cb94;"><img src="https://version-patrimoine.com/wp-content/uploads/ideal_groupe_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f3cc71;"><img src="https://version-patrimoine.com/wp-content/uploads/investimo_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f6c0c1;"><img src="https://version-patrimoine.com/wp-content/uploads/kaufman_broad_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c0c2fc;"><img src="https://version-patrimoine.com/wp-content/uploads/nacarat_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c1e0c2;"><img src="https://version-patrimoine.com/wp-content/uploads/pichet_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f6cb94;"><img src="https://version-patrimoine.com/wp-content/uploads/promogestim_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f3cc71;"><img src="https://version-patrimoine.com/wp-content/uploads/saint_george_promotion_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f6c0c1;"><img src="https://version-patrimoine.com/wp-content/uploads/severini_patrimoine_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --> </div><!-- [et_pb_line_break_holder] --> </div><!-- [et_pb_line_break_holder] --> <div class="partenaires_title" style="clear: both"><!-- [et_pb_line_break_holder] --> SCPI<!-- [et_pb_line_break_holder] --> </div><!-- [et_pb_line_break_holder] --> <div class="partenaires_container"><!-- [et_pb_line_break_holder] --> <div class="five-col-grid"><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f6c0c1;"><img src="https://version-patrimoine.com/wp-content/uploads/fiducial_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c0c2fc;"><img src="https://version-patrimoine.com/wp-content/uploads/perial_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c1e0c2;"><img src="https://version-patrimoine.com/wp-content/uploads/primonial_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> </div><!-- [et_pb_line_break_holder] --> </div><!-- [et_pb_line_break_holder] --> <div class="partenaires_title" style="clear: both"><!-- [et_pb_line_break_holder] --> FIP/FCPI<!-- [et_pb_line_break_holder] --> </div><!-- [et_pb_line_break_holder] --> <div class="partenaires_container"><!-- [et_pb_line_break_holder] --> <div class="five-col-grid"><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f6c0c1;"><img src="https://version-patrimoine.com/wp-content/uploads/123_im_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c0c2fc;"><img src="https://version-patrimoine.com/wp-content/uploads/alto_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c1e0c2;"><img src="https://version-patrimoine.com/wp-content/uploads/apicap_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f6cb94;"><img src="https://version-patrimoine.com/wp-content/uploads/aplus_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f3cc71;"><img src="https://version-patrimoine.com/wp-content/uploads/inocap_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f6c0c1;"><img src="https://version-patrimoine.com/wp-content/uploads/midi_capital_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c0c2fc;"><img src="https://version-patrimoine.com/wp-content/uploads/next_stage_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> </div><!-- [et_pb_line_break_holder] --> </div><!-- [et_pb_line_break_holder] -->
Assurance-vie
Version Patrimoine privilégie les Compagnies d’Assurances dont les contrats sont innovants, proposant un large choix de supports d’investissements et qui sont gérés par plusieurs sociétés de gestion. Nous portons une attention particulière à la qualité du back office et aux outils mis à notre disposition. Cette offre est différenciante de celle des réseaux bancaires ou d’assurances traditionnels.
En qualité de Courtier inscrit à l’ORIAS en catégorie B, Version Patrimoine n’a pas analysé l’ensemble des contrats de la place et travaille donc avec un nombre limité de Compagnies.
<div class="partenaires_container"><!-- [et_pb_line_break_holder] --> <div class="five-col-grid"><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f6c0c1;"><img src="https://version-patrimoine.com/wp-content/uploads/afer_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c0c2fc;"><img src="https://version-patrimoine.com/wp-content/uploads/aviva_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c1e0c2;"><img src="https://version-patrimoine.com/wp-content/uploads/axa_thema_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f6cb94;"><img src="https://version-patrimoine.com/wp-content/uploads/cardif_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f3cc71;"><img src="https://version-patrimoine.com/wp-content/uploads/gaipare_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f6c0c1;"><img src="https://version-patrimoine.com/wp-content/uploads/generali_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c0c2fc;"><img src="https://version-patrimoine.com/wp-content/uploads/mma_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c1e0c2;"><img src="https://version-patrimoine.com/wp-content/uploads/oddo_bhf_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f6cb94;"><img src="https://version-patrimoine.com/wp-content/uploads/swisslife_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f3cc71;"><img src="https://version-patrimoine.com/wp-content/uploads/vieplus_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> </div><!-- [et_pb_line_break_holder] --> </div>
Sociétés de gestion
<div class="partenaires_container"><!-- [et_pb_line_break_holder] --> <div class="five-col-grid"><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f6c0c1;"><img src="https://version-patrimoine.com/wp-content/uploads/carminiac_rm_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c0c2fc;"><img src="https://version-patrimoine.com/wp-content/uploads/comgest_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c1e0c2;"><img src="https://version-patrimoine.com/wp-content/uploads/dnca_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f6cb94;"><img src="https://version-patrimoine.com/wp-content/uploads/edmond_rothschild_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f3cc71;"><img src="https://version-patrimoine.com/wp-content/uploads/financiere_de_lechiquier_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f6c0c1;"><img src="https://version-patrimoine.com/wp-content/uploads/franklin_tempelton_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c0c2fc;"><img src="https://version-patrimoine.com/wp-content/uploads/gestion_21_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c1e0c2;"><img src="https://version-patrimoine.com/wp-content/uploads/h2o_am_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f6cb94;"><img src="https://version-patrimoine.com/wp-content/uploads/jp_morgan_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f3cc71;"><img src="https://version-patrimoine.com/wp-content/uploads/keren_finance_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f6c0c1;"><img src="https://version-patrimoine.com/wp-content/uploads/mg_investments_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c0c2fc;"><img src="https://version-patrimoine.com/wp-content/uploads/oddo_bhf_am_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c1e0c2;"><img src="https://version-patrimoine.com/wp-content/uploads/rothschild_martin_maurel_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f6cb94;"><img src="https://version-patrimoine.com/wp-content/uploads/rouvier_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f3cc71;"><img src="https://version-patrimoine.com/wp-content/uploads/sunny_am_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#f6c0c1;"><img src="https://version-patrimoine.com/wp-content/uploads/sycomore_am_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c0c2fc;"><img src="https://version-patrimoine.com/wp-content/uploads/tocqueville_finance_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> <div class="grid-item" style="background-color:#c1e0c2;"><img src="https://version-patrimoine.com/wp-content/uploads/trusteam_finance_logo.png" alt=""></div><!-- [et_pb_line_break_holder] --> </div><!-- [et_pb_line_break_holder] --> </div>
Produits bancaires et comptes titres
Comme pour l’assurance, notre sélection permet de vous proposer des comptes titres avec une structure de frais réduite et un large choix de solutions d’investissement.
Nous avons mis en place des conventions avec les principaux acteurs de la place. Nous pourrons vous accompagner sur l’ensemble de vos projets immobiliers en vous faisant bénéficier de conditions financières intéressantes et une analyse objective et indépendante de leur offre.
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Investissements immobiliers
Nous avons mise en place des accords avec les principaux promoteurs pour vous faire bénéficier de conditions financières favorables. Nous réalisons une double sélection : des promoteurs de renom, présentant une solidité financière et une étude des réalisations passées.
Pour chaque programme proposé, nous validons l’offre par rapport à son emplacement et au contexte de marché. La qualité d’un promoteur n’implique pas la sélection systématique de leur programme
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SCPI
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FIP/FCPI
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