The Agence Européenne du Patrimoine group
Introduction of the company
The Group, Agence européenne du patrimoine, advises for 20 years entrepreneurs, executives and liberal professionals in the structuration, management and development of their private and professional wealth.
Our staff and partners have strong background in the international banking industry. They have acquired broad technical and know-how skills through top management positions.
We are a fully independent group and have established international privileged partnership with the top leading companies in the banking and insurance industries.
We articulate our activities around core values which are very much valued by our customers:
- Ethic
- Professionalism
- Integrity
- Reachability
Our value proposition is articulated around:
- Structuring your private and business assets
- Advice on the short, mid and long-term management of your assets
- Global optimization of your wealth at an international scale
Our team
Chief Executive Officer
Stéphane started his professional career at BNP Paribas managing a portfolio of large corporations. Then moving to the Group general inspection before integrating the wealth management department. A few years after having joined the wealth management family office of Indosuez bank, Stéphane co-founded the AFDP in July 2001 and is today its top executive partner.
Stéphane holds a master’s degree in financial management from Lyon II university and a Master II degree in wealth management from the University of Clermont Ferrand (AUREP)
Private banker
Francis worked for BNP Paribas during almost 30 years. He held various positions starting with the development of a portfolio composed of individuals and companies.
Subsequently, he was managing director of several local bank agencies.
After having moved to the corporate communication head office, he devoted himself to the wealth management of high net worth clients.
In July 2001, he co-funded the AFDP in which he has been providing financial and patrimonial advices.
Francis holds several academic certificates from the vocational bank training center.
Private banker
Fabien dedicated his professional career to wealth management of individuals.
Within major international (State Street Bank) and French (Dexia, BNP Paribas) banks he was keen to develop intuitu personae relationship to provide personalized advices. Passionate about independent and trusting relationship, he decided to join the AFDP in 2008.
Benefiting from a legal education background, he maintains his technical expertise in wealth management through appropriate continuous vocational training.
Non executive Director
Stéphane worked during 20 years for top leading companies in the IT and pharmaceutical industries as international financial director before moving to investments and asset management advisory.
For the last 7 years, he has been practicing as international wealth management advisor in Switzerland and France. His primary area of expertise is around international mobility of families and legal entities.
Stéphane holds a Master in Business Administration, an executive degree from INSEAD and a Master II degree in wealth management from Kedge Business School (IMPI).
Our values
Hover your mouse over our emblem to discover our values
Our offices
PARIS
Agence Francaise du Patrimoine
24 rue Lafitte
75 009 Paris
Phone : +33 (0)1 44 71 35 60
Email : afdp@afdp.net
GENEVE
Agence Suisse du Patrimoine
Rue Rodolphe Tœpsser, 8
1206 Geneve
Phone : +41 (0)22 347 50 45
Email : asdp@asdp.ch