We have the French status of “Conseil en Investissements Financiers” or financial investment advisor (ANACOFI CIF No. 497943639), and are independent of any banking group. EAVEST designs customised investment solutions for Private Banks, Family Offices and Asset Managers, in strict compliance with regulatory standards.
Eavest is a regulated company
EAVEST received its status as Financial Investment Advisor from ANACOFI, an association approved by the French Financial Markets Authority (AMF).
EAVEST is also registered with ORIAS
Introduced by the Financial Security Act No. 2003-706 of 1 August 2003, the status of Financial Investment Advisor (Conseiller en Investissements Financiers or CIF in French) aims to enhance investor protection through high standards of control in the marketing of financial products. A CIF is thus subjected to a number of obligations and restrictions, controlled by the AMF.
Partnering with over 15 investment banks, our strategies are designed and realised with our dedicated cross asset financial engineering teams at Paris, Geneva and Luxembourg.
EAVEST was created to meet the needs of a growing number of clients for independent advice on structured products.
EAVEST is 100% owned by its founder and is completely independent of any banking group
EAVEST works in partnership with leading global investment banks to provide its customers with the best strategies and products
A team of experts of more than 15 years of experience on financial markets coming from various prestigious institutions. A strong expertise on Structured Products dedicated to institutionnal clients, wealth managers and corporates.
EAVEST undertakes to provide a tailored service for its customers through the use of its monitoring and reporting tools
The company commits to being readily available and able to respond rapidly to its customers