Financial Investment Advice is the heart of our business


In addition of being a banking and insurance brokerage firm, our company is also certified as a Financial Investment Advisor.

Advensys Insurance Finance is also registered as a member of the association La Compagnie des CGP (F000726) as a financial investment advisor as well as with ORIAS (21003660).

Financial investment advice is an activity in its own right for which we have certification from the Financial Markets Authorities in France (AMF)

We are able to:

  • Advise our clients on investments based on different financial instruments (stocks, bonds, SICAV units, etc.).
  • But we can also, under certain conditions, advise clients on more atypical investments : Art, old or collectible objects, renewable energies, etc.
  • Finally, we can also support our clients in the analysis and choice of investment services (portfolio management, asset management, etc.).

Please note: an investment adviser is not authorized to provide portfolio management services on behalf of third parties.

Advensys Insurance Finance also specializes in sustainable finance, a sector that is particularly close to our hearts due to recent climate change and the societal impact this can have.

We are able to advise our clients to make investments that have a positive impact on the environment and are socially responsible at the same time.

Sustainable finance is developing rapidly and nowadays. It is very important to understand all the terminologies in order to be able to invest effectively and efficiently in sustainable finance.

Advensys Insurance Finance is committed by your side to help you easily invest in responsible finance and deal with the solutions offered by financial institutions and investment funds.

Our main strength is to be able to offer you a range of investments in sustainable and socially responsible finance duly labeled and certified by the rating agencies in order to provide you with the best solutions for investing in sustainable finance.

Our approach consists in finding the products and solutions according to your objectives in order to offer real freedom of action.

Depending on your situation, we establish a continuously updated selection of the best funds on the market, thanks to our monitoring of management companies and the funds they offer.

We use funds that react differently to market events to increase diversification and reduce portfolio volatility.

So do not hesitate to contact us so that we can help you develop a personalized financial strategy, which contains solutions adapted to your investor profile but also to your projects.