Groupe 466

Growing your wealth and get you one step ahead

We have operated our wealth management service for over 20 years, through Sully Patrimoine Gestion, an AMF (French Market Authority)-approved management company.

Our close team of managers services our client base of private individuals, entrepreneurs and families.

We provide active and personalized management of the assets they entrust to us, in particular through stock-market investment. This direct stock-market management is our DNA.

Tailor-made asset
and tax support

of assets under management
0 M€
employees
0
clients under mandate contract, and 600 families supported
+ 0
in-house mutual funds
and 1 fund for a single family
0

Offices in Paris
and Aix-en-Provence

A team of 15 professionals
to serve our customers

Including ten managers with over 30 years’ stock-market experience in shares and securities, alongside young talented people.
Our allocation and management committee meetings are the key moments when our managers discuss market perceptions, adjusting strategies, weighting for groups of assets, direction of portfolios. Fed by this synergy among experts, each manager is free to make their own investment decisions.

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Our offering

At Sully Patrimoine Gestion,
we are committed to excellence, focusing on a single core business:
wealth management

The confidence of a privileged customer relationship

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Custom asset management

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Custom services

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Our partners

Our commitments

Transparency

With Sully, there are no hidden costs, no funds to be promoted. Client interest alone dictates our investment decisions, leaving us free to express our own convictions.

We consider ourselves to be personal advisers, not salespeople.

The long-term
view

We accompany our clients over decades, through several generations. The trust they place in us is the bedrock of our core business. It allows us to build robust investment strategies for them, in order to finance their lifestyle over the long term, and pass it on to future generations.

Custom support

We share the belief that every client is unique. Rather than offering standardised, duplicated and index funds, we construct personalised investment solutions for each client, incorporating the types of assets appropriate to their profile and expectations.

Experience

Our managers all have a wealth of professional expertise. They naturally understand how to decode economic mechanisms, and analyse financial information. This individual and collective experience is a guarantee for peace of mind in a moving world.

Bond of trust

We make it a point of honour to know our clients well. We give the best of ourselves, in order to ensure their savings bear fruit. Attentive to their requirements, we are accessible and adaptable to their changing needs.

Responsiveness

Our managers are experts in the life of markets and in stock market cycles, and know how to anticipate without rushing. They are pragmatic, quick to seize opportunities, and watchful in managing risks, in order to negotiate economic and stock market cycles in complete safety.

Contact us

Phone : +33 1 44 88 77 88
73 bd. Haussmann
75008 Paris
Phone : +33 4 65 48 00 11
19 cours Mirabeau
13100 Aix-en-Provence
Regulatory

– Policy on sustainability and ESG risks [1]
– System for preventing and managing conflicts of interest [2]
– Policy on the selection of financial intermediaries [3]
– Remuneration policy [4]
– Policy on shareholder engagement, the exercise of voting rights and the 2023 voting report [5]
– Monitoring and handling of complaints [6]
– RTS-28 [7]
– Article 29 report LEC [8]
– Letter of acknowledgement of risks incurred [9]

AMF Approval No. 02020
* ALLinvest is a brand of Invest & Associés.

Personal data protection policy

© Copyright 2024 – ALLinvest  – Legal notices

Jean-Philippe
Broches

Chairman

Former Chairperson and founder of the management company Craigston Finance since 2002, Jean-Philippe was previously Private Clientele Manager at Schelcher-Prince, at CPR and then Pinatton. He began his career in private wealth management in major institutions such as Robeco and Crédit Lyonnais

Education

Graduate of ISG
Graduate of CESB Wealth Management

Stéphane
Waldisberg

CEO

Stéphane began his career in 1984 in private wealth management at Oddo and then in the Vernes and Le Meignen Rivaud banks. A Partner at Global Equities until 2002 responsible for pan-European institutional equity sales, he joined Philippe Hottinguer in 2004 to develop H et Associés (investment company). In 2012, he was appointed Private Clientele Manager at Olympia Capital Gestion and then he founded Sully Patrimoine Gestion in 2016 with Invest Securities Holding.

Education

Graduate of Paris X University in Economics
Graduate of the SFAF

Miscellaneous

Founding member of the AGPP,
Association des Gérants de Patrimoine Privé (Association of Private Wealth Managers)

Thierry
Ausset

Wealth Manager

Former student of Sciences Po Paris.

Started in 1987 as a private manager in the stockbroker Hayaux du Tilly. At the same time, he was responsible for commercial relations within this company. In 1998, he became a private manager at Indosuez Gestion, then a managing partner at Financière de l’Echiquier. In 2009, he joined the management company Equigest, where he became head of private management.

Joined Sully Patrimoine in 2021.

Anne
Girod de l’Ain

Wealth Manager

After completing a postgraduate degree in management at the Sorbonne, Anne began her career in equity brokerage at Cholet Dupont, James Capel, and NatWest Sellier. In 1998, she created the advisory management department at Banque de Gestion Privée Indosuez, then became a Private Manager at Trusteam Finance from 2004 to 2018. She joined Sully Patrimoine Gestion at the end of 2018.

Education

Postgraduate degree in management from the Sorbonne

Michaël
Galdi

Wealth Manager

He joined a wealth management firm to take charge of portfolio allocation. He then joined Sully Patrimoine Gestion in 2018 as a Private Manager to develop the Aix-en-Provence office.

Education

Graduated with a Master’s degree from the ESC Grande Ecole program at Kedge Business School in Marseille

Benoît
Bazire

Managing Director

After an initial experience at UBP, Benoît joined Banque OBC as assistant manager for Private wealth management and then became manager for Private wealth management with Fontenay Gestion, a subsidiary of Banque Neuflize-OBC. A few years later, he participated in the creation of Sully Asset Management as manager for Private wealth management.

Bernard
Pochat

Director

He joined Compagnie du Midi as manager, first of all in the insurance subsidiary and then he worked in the banking subsidiary. A few years later, he became private clientele manager at Banque du Phénix before becoming manager at BIMP, then Managing Partner with Y. Mahé and then Dexia – Mahé and, lastly, Chairperson of Sully Asset Management in 2008.

Education

Political Science Degree from Geneva University

Miscellaneous

Pianist

Claude
Hadjadj

Wealth Manager

Claude started in 1988 with Nivard Flornoy Gestion. He was manager for the clientele advised until 2003. Taken over by ODDO in 2004, he became a private wealth manager. In 2007, he participated in the creation of 2020 Patrimoine Finance and became a partner.

Education

Graduate of Paris X University in Economics
Degree from CESB in Wealth Management.

Christophe
Marguerie

Wealth Manager

Christophe worked for 20 years at Nivard Flornoy Gestion, from 1988 to 2008, as a private wealth manager, responsible for wealth management advice and commercial development. He then spent 2 years at ODDO private wealth management before joining the company “2020 Patrimoine Finance” as a partner in wealth management responsible for commercial development.

Education

Degree in Economics
Graduate of CESB Wealth Management

Dominique
Pagès

Private Wealth Management Director

Stockbroker from 1986 to 1990 for Blisson Bonnasse, he then became a Private Client Manager until 1995.

He continued his career at Schelcher Prince, CPR, and Lloyds following successive acquisitions, as a Private Portfolio Manager. In 2003, he co-founded, with two partners, the Marseilles-based management company “Marveyre Gestion Privée,” which was acquired in 2007 by Martin Maurel Bank.

After working as a manager for over 10 years at Rothschild Martin Maurel, he joined Sully Patrimoine Gestion in July 2018 as a Senior Private Manager in Aix-en-Provence.

Laurent Fradin de la
Renaudière

Director

Graduated from Paris X University in Economics, he began his career at Gorgeu Perquel Krucker, then joined Schelcher Prince as a Manager. In 1997, he was appointed Director of Schelcher Prince and then CPR Private Management in Marseille. In 2003, he co-founded Marveyre Gestion Privée with Dominique Pages, where he served as Chief Executive Officer. After the merger with Martin Maurel Bank in 2007, he led a team of private managers and advisors; he also took charge of the equity desk at Martin Maurel Gestion. Following the acquisition of Martin Maurel by Rothschild, he oversaw the integration of the equity desks of Rothschild and Martin Maurel, and established the new private management organization in Marseille. He joined Sully in May 2019.

Raphaëlle
Oudart

Private Manager

Raphaëlle worked as a Manager-Analyst for 18 years at Oudart Gestion before joining Equigest as a Private Manager. She joined Sully Patrimoine Gestion in 2021 as a Wealth Manager.

Education

Master’s degree in Finance and Financial Management Services from IAE Paris University Diploma (DU) in Wealth Management Expertise from Aurep

Catherine
Merlier

Responsable Middle Office

Catherine started her career at Banque CGM as a legal assistant and then at Banque CPR and Lloyds Bank France as a management assistant. Catherine joined Craigston Finance at its creation in 2002 as Middle Office manager.

Baptiste
Poujade

Development Manager

He joined the Aix-en-Provence office in 2023 to develop the private client base and manage partnerships with wealth managers and Family Offices in France.

The confidence of a privileged customer relationship

You are a new client:
With full confidentiality, we take the time to understand your personal situations and your aspirations, and to assess your appetite for risk.

Throughout our relationship:
We provide continuous, asset and fiscal support, taking into account your life stages and events.

We offer you investments appropriate to the development of your objectives.

Custom asset management

We guarantee for you:
Operations under a management mandate, ensuring fast, flexible and discretionary management.

An open architecture management without bias or restrictions, giving access to a very wide range of funds, under the best Financial conditions.

Personalised management solutions, ranging from moderate to dynamic. The fiscal impact measurement for each investment.

Suitability of all packages (PEA, managed securities accounts, French and Luxembourg life insurance policies, etc.)

Choice of the most suitable financial solutions: shares, securities, large international management company funds

Management policy is active, flexible, strict and regulated.

Custom services

Annual wealth management audit, transfer issues, property questions, Lombard and mortgage credits, tax declaration advice, etc. In all these asset planning subjects, our clients benefit from the combined expertise of Sully’s managers and our qualified network of fiscal partners, accountants and notaries.

Through our brokerage firm, Sully Conseils Assurances, we protect our clients from life hazards, through our wide range of life insurance policies from established subsidary, as well as with personal insurance policies from our partners Suisscourtage (Pastor group) and AXA.

We support you through all stages of your personal and professional financial life.

Sale of Groupe Angelotti, a specialist in land development (sale of building plots, development of new neighborhoods) and real estate promotion

Advisory for the sellers: Angelotti and Moreau Investissements

Buyer: Nexity