elaboration
Development of tailored investments

Support and design

  • Support with decision making
  • selection of the asset classes
  • selection of the product profile
  • Definition of technical specifications
  • Selection of the product legal framework

Support with the global environnement

  • Support with referencing and registration for securities accounts wrappers
  • Support with referencing and registration for French / Luxembourg life insurance wrappers
les plus Eavest's strengths
help
Support with decision making
  • Support in the selection of issuers for your product
  • Invitation to tender to selected banks
  • Support with the decision making process related to the offer
Eavest's strengths Eavest's strengths
  • 100% independent
  • Strong relationships with all the selected issuers
follow-up
exclusive support
  • Reporting and monitoring documents
  • EAVEST post strike information alerts
  • Market information newsletter
Eavest's strengths Eavest's strengths
  • Uniformity of reporting documents regardless of the product issuer
  • Reports by product, portfolio or holder
  • Customised product alerts
Our licence
Our licence

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.

AMF Orias Anacofi
Our partners

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.

Le Crédit Suisse Natixis J.P. Morgan BNP Paribas Morgan Stanley
Société Générale RBC UBS Commerzbank Leonteq Goldmansachs
Our values
independence

independence

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

open architecture

open architecture

EAVEST works in partnership with leading global investment banks to provide its customers with the best strategies and products

expertise

expertise

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.

adaptability

adaptability

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

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