What Haussmann Patrimoine does

Haussmann Patrimoine is an independent French wealth management advisory firm (Conseil en Gestion de Patrimoine, or CGP) founded in 2002 and headquartered at 4 Avenue de l'Opéra in Paris. The firm provides personalized wealth management advisory services to high-net-worth individuals and active/experienced investors, spanning financial investments, real estate, tax optimization, and wealth transmission planning. The firm employs 11-50 staff with 16 advisors, operating as an entrepreneurial, human-scale organization that explicitly emphasizes its independence from any financial group.

The firm's product portfolio is broad and organized into several categories: life insurance and capitalization contracts (both France and Luxembourg-domiciled), retirement savings (PER), financial investments (securities accounts, PEA, structured products, discretionary management), paper real estate (SCPI, OPCI, SCI), direct real estate (residential, commercial, foreign property, parking), and sustainable investments aligned with European taxonomy and ISR labels. A second tier covers French tax-optimization wrappers including Malraux, Monuments Historiques, Girardin (real estate and industrial), Denormandie, LMP/LMNP, déficit foncier, nue-propriété, FCPI, FIP, Foncières Solidaires, and SOFICA. Supporting services include real estate financing and prévoyance (death/disability insurance).

The revenue model is built on advisory fees and product distribution commissions, with no proprietary technology platform and no online self-service channel. The go-to-market is sales-led, operating through direct client consultations and ongoing long-term accompaniment. The firm holds industry credentials including CNCGP membership (ORias 07002799), a Paris real estate transaction card (CPI 7501 2016 000 013 070), and GDPR compliance. Pricing is not publicly disclosed and is customized per client. The firm markets through its website, the monthly 'Parlons Finances' electronic magazine, and professional event participation.

Name

Haussmann Patrimoine

Legal name

Haussmann Patrimoine

Website

https://haussmann-patrimoine.fr

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

11–50 employees

Short description

Haussmann Patrimoine is an independent French wealth management advisory firm (CGP) founded in 2002, serving high-net-worth individuals with personalized financial planning, real estate investment, tax optimization, and wealth transmission services from its single Paris office.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (523940), Agencies, Brokerages, and Other Insurance Related Activities (5242)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Tax-Focused Wealth Management RIAs (FSAAACAD), Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

Keywords

• Wealth management advisory
• Private wealth management
• Tax optimization advisory
• Real estate investment advisory
• Financial planning services

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Advisory Fees: Fees for personalized wealth management advisory services including financial and real estate investment consulting
2. Product Distribution Commissions: Commissions from selection and recommendation of third-party financial and real estate investment products across listed and unlisted asset classes

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Haussmann Patrimoine is an independent French wealth management advisory firm (Conseil en Gestion de Patrimoine - CGP) that provides personalized advisory services on financial investments, life insurance, capitalization contracts, retirement savings, paper and direct real estate, sustainable investments, and tax-optimization vehicles. The firm advises high net worth individuals and active investors across the full lifecycle of wealth creation, development, and transmission, leveraging its independence from any financial group to select products from third-party specialized institutions.

Product overview

Haussmann Patrimoine is a wealth management advisory firm (Conseil en Gestion de Patrimoine) operating as a comprehensive financial and real estate investment platform. The firm offers a broad portfolio of investment solutions organized into several categories: (1) Life insurance and capitalization contracts (France and Luxembourg), (2) Retirement savings (PER, PEP, Tontine), (3) Financial investments (securities accounts, PEA, structured products, discretionary management), (4) Paper real estate (SCPI, OPCI, SCI), (5) Direct real estate investments, (6) Sustainable/ESG investments, and (7) Tax optimization products (Loi Malraux, Monuments Historiques, Loi Girardin, Denormandie, LMP/LMNP, déficit foncier, nue propriété, FCPI, FIP, Girardin Industrielle, Foncières Solidaires, SOFICA). The firm also provides financing solutions and prévoyance (protection/insurance) services. As an independent structure not affiliated with any financial group, the company claims to freely analyze and select the best investment products from specialized institutions.

Differentiator

Problem solved

Functional benefit

Products and services

• Life Insurance and Capitalization Advisory (Assurances Vie et Assimilés, Contrats de Capitalisation) Advisory on life insurance and capitalization contracts available in France and Luxembourg, including deferred profit-sharing insurance, for individual investors seeking tax-efficient savings and wealth structuring solutions.
• Retirement Savings Advisory (Plan d'Epargne Retraite - PER) Advisory on individual retirement savings plans (PER, PEP, Tontine) offering tax advantages for retirement savings, targeting individual investors planning for retirement.
• Financial Investments Advisory (Placements Financiers) Advisory on financial investments including listed and unlisted products, securities accounts, PEA, structured products, and discretionary management, for individual investors building diversified portfolios.
• Paper Real Estate Advisory (Pierre Papier - SCPI, OPCI) Advisory on paper real estate investments including SCPI (real estate investment trusts), OPCI, and listed property companies, for individual investors seeking real estate exposure without direct property ownership.
• SCI (Société Civile Immobilière) Advisory Advisory on civil real estate companies for direct property investment, for individual investors structuring real estate holdings.
• Direct Real Estate Investment Advisory (Immobilier en Direct) Advisory on direct real estate investments including residential, commercial, foreign property, and parking, for individual investors seeking tangible property exposure.
• Sustainable Investment Advisory (Investissements Durables) Advisory on sustainable investments including European taxonomy-aligned funds, sustainable finance labels, ISR funds, and impact funds, for individual investors with ESG preferences.
• Tax Optimization Advisory (Loi Malraux, Monuments Historiques, Girardin Immobilier, Denormandie, LMP/LMNP, Déficit Foncier, Nue Propriété, FCPI, FIP, Girardin Industrielle, Foncières Solidaires, SOFICA) Advisory on tax-optimization vehicles including Loi Malraux (heritage renovation), Monuments Historiques, Girardin Immobilier (overseas territories), Loi Denormandie (renovation in designated areas), LMP/LMNP furnished rental, Déficit Foncier, Nue Propriété (bare ownership), FCPI innovation funds, FIP local funds, Girardin Industrielle, Foncières Solidaires, and SOFICA cinema funds, for individual investors seeking income tax reduction.
• Financing and Credit Advisory (Financements et Crédits) Advisory on financing solutions including real estate credit, mortgage loans, securities advances, and professional credit, for individual investors funding investments.
• Protection Insurance Advisory (Prévoyance) Advisory on protection and insurance solutions including death and disability insurance (assurance décès) and key person insurance, for individual investors protecting their families and estate.

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• CNCGPminorOthersMember of CNCGP (Chambre Nationale des Conseils en Gestion de Patrimoine) - professional body for wealth management advisors in France, providing credibility and regulatory oversight

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Cyrus Conseil: One of the largest independent French wealth management advisory firms (CGP), offering a comparable full-service shelf including financial investments, real estate, and tax optimization across multiple offices. Closest scale and model analog in the independent CGP segment.
• Union Financière de France (UFF): Major French independent wealth management advisory network serving retail and HNW clients with financial, real estate, and tax-optimized investment solutions. Directly comparable business model and product positioning to Haussmann.
• MeilleurTaux Placement: French wealth advisory and savings product distributor offering life insurance, PER, SCPI, and défiscalisation products via a multi-channel advisory model. Comparable CGP product shelf and target clientele.
• Patrimoine Consultants: Network of independent French wealth management advisors (CGPs) offering financial, real estate, and tax-optimization advisory services. Directly comparable CGP model, scale, and product positioning.

Emerging players

• Linxea: Leading French online wealth management platform specializing in life insurance, PEA, and retirement savings distribution. Competes for the same HNW and mass-affluent segment but via a digital-first delivery model.
• Nalo (Patrimoinea): French robo-advisor and wealth management platform providing automated portfolio management and life insurance distribution to mass-affluent and HNW clients. Adjacent delivery model targeting the same HNW savings pool.

Broad incumbents

• Edmond de Rothschild (Private Banking): Swiss-French private bank offering discretionary wealth management, advisory, and bespoke investment solutions to HNW/UHNW clients. Overlaps with Haussmann's HNW advisory offering but operates at much larger scale and with proprietary product capabilities.
• Indosuez Wealth Management: Crédit Agricole's private banking arm providing wealth advisory, asset management, and investment solutions to HNW clients across Europe. Competes for the same clientele with broader institutional resources and proprietary products.
• La Française (Group): Established French asset and wealth management group offering investment solutions, wealth advisory, and real estate products to institutional and private clients. Overlaps in product categories (SCPI, real estate, structured products) but operates at group scale.
• Primonial (rebrand Latitude): French wealth management group offering CGP-adjacent advisory, life insurance, real estate (SCPI), and private equity products to HNW clients. Comparable product categories at larger group scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/HaussmannP
• Facebookfacebook.com/HaussmannPatrimoine

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Haussmann Patrimoine