Investment adviser with a wealth management focus.

Founded in 2006 in Paris by Simon SMITH, Investæ Finances is a privately owned registered investment adviser that provides a comprehensive wealth management service. Our independence enables us to provide the most suitable products and services rather than being restricted to a narrow product range as is often the case in certain financial institutions.

Our advisory process is secured as we are investment advisers (CIF) and insurance brokers regulated respectively by the AMF (Autorité des Marchés Financiers) and ACPR (Autorité de Contrôle Prudentiel).

You also benefit from our dual membership of CGPC, affiliated to FPSB («Certified Financial Planner») and the CFA Institute (“Chartered Financial Analyst»).

As a best practice, we offer access to a network of specialised experts which provides you with a sustainable wealth management service over time.

Our firm’s core values are :

Biographie : Simon SMITH, founding partner, CFA®, CFP®, CGPC, LBS (IMP), HEC (1990), BA (Hons) in Economics

Previously, Simon SMITH was in charge of discretionary portfolio management, dedicated investment funds and advisory services for private clients within leading investment and private banks. He also worked on a treasury desk and was in fixed income, foreign exchange and derivatives sales to French corporates and foreign institutional clients. Simon is passionate about investment management and serving clients increasingly complex needs.