Wealth Management
Financial Investment Advisory
Regulated by AMF - ORIAS
Carnac - Paris
Arwen Finance
Since 2011, our goal has been to advise and guide individuals and business owners in the growth and preservation of their wealth, offering a customized service for financial investment support.
Focused on a limited number of clients, we work with an open architecture to select the best solutions without favoring any particular institution. Thanks to our partnership with the comprehensive digital platform Alpheys, our clients have access to a wide selection across all asset classes and wrappers, along with a dedicated space to track all their investments.
As a former expat, the founder chose to locate the firm between Brittany, to be closer to regional projects, and Paris, to continue expanding the network and sharpening the solutions offered.