Our Service Tiers
BOUVIER GESTION structures its services across three levels to match the complexity and scale of each client's needs. Whether you are beginning to build your financial foundation or managing a substantial multi-asset estate, we have the expertise and framework to serve you effectively. All service tiers operate within our regulated framework and include full regulatory documentation.
Essentiel
On request
Designed for individuals seeking initial wealth advisory services and a structured investment introduction with regulatory guidance.
- Initial wealth diagnostic and risk profiling
- Access to ORIAS-registered investment advisory
- Basic portfolio construction guidance
- Annual review meeting
- Access to regulatory documents and CNCGP-backed advice
Patrimoine
On request
Suited to clients with established assets who require integrated estate planning, investment management and insurance brokerage solutions.
- Full estate structuring and tax optimisation review
- Discretionary or advisory investment mandate
- Insurance brokerage via Bouvier Courtage
- Semi-annual portfolio reporting and review
- Dedicated relationship manager and CNCGP member access
Gestion Privée
On request
A comprehensive service for high-net-worth individuals and families requiring multi-generational estate strategy, bespoke mandates and priority access.
- Bespoke multi-asset investment mandate under AMF oversight
- Multi-generational estate and succession planning
- Priority access to Bouvier Patrimoine and Bouvier Courtage specialists
- Quarterly in-depth reporting with manager commentary
- Coordination with notaries, tax advisors and legal counsel