OPTIMAL CONSEIL PATRIMOINE
Financial Advisor for individuals living in France
Fully authorised under French regulations for both Financial and Property investments
How best to manage and invest your long-term savings?
Are you looking to optimise your financial investments but don't know where to start?
Do you want to better organise your overall financial and real estate wealth?
Optimal Conseil Patrimoine will provide lifetime guidance - from initial savings - to capital optimization - to efficient inheritance and transmission. Our tailor-made solutions are designed to address your specific needs and help you achieve your life goals with complete peace of mind."
FIND OUT MORE ABOUT US
Optimal Conseil Patrimoine was founded in 2018 by Antoine Menu who is a bilingual French Wealth Management Advisor (Conseiller en Gestion de Patrimoine - CGP), registered at ORIAS (the French register of Insurance, Banking and Finance intermediaries) as a Financial Advisor (Conseiller en Investissements Financiers - CIF) and as an insurance Broker (Courtier en Assurance - COA). We also hold a French "Carte T" which allows us to deal with property investments.
Over the years, we have developed an international clientele who call on our services for our agility in handling the high-end investment solutions offered by Luxembourg life insurance, through Internal Dedicated Funds (FID) and Specialised Insurance Funds (FAS).
We also support our clients throughout their life, both in their real estate investments directly and in the form of mutual funds (Société Civile de Placements Immobiliers - SCPI), as in the preparation of their retirement with the French Individual Retirement Saving Plan (Plan Epargne Retraite Individuel - PERIN).
Our commitments by your side: independence in drawing up the recommendations most suited to your situation, and transparency on the costs associated with the solutions proposed.
MY BACKGROUND IN FINANCE AND WEALTH MANAGEMENT
After obtaining my Bachelor's degree in Money, Banking, and Finance from the University Paris X in 2007, I began my career at Nomura Group in the field of equity brokerage. This first experience allowed me to develop a strong expertise in finance while working successively in Paris and then in London for two years.
Eager to evolve in a new field, I made the decision to return to France to resume my studies. In 2017, I obtained a Master’s degree in Wealth Management from IAE Gustave Eiffel.
I then started my career as a Wealth Management Advisor and quickly founded my own company in 2018.
In 2024, I decided to take on a new challenge by enrolling in Level I of the CFA Program. This globally recognised financial training program consists of three levels and is designed to deepen financial expertise. The CFA certification is an international benchmark in the field, offering a rigorous framework to acquire advanced skills in financial analysis, portfolio management, and professional ethics. I obtained this first level in January 2025, and I plan to continue with Level II to further enhance my ability to provide high-quality financial advice to my clients.
With my financial expertise and background, I now assist both French and international clients in developing and monitoring their wealth management strategies.
ARTICLE IN CHALLENGES
I had the opportunity to present the activities of my firm in detail in the March 2020 issue of Challenges magazine, special real estate edition. You can find the full article here.
"My idea is to adopt a very wealth-focused approach rather than simply focusing on short-term returns."
PROFESSIONAL STATUS
In accordance with article 325-3 of the French Réglement Général de l'Autorité des Marchés Financiers, you can download my Professional Status which inform you of my current qualifications and associations and summarise the legal information that a French Financial Advisor (CIF) must provide to his clients right from the start.