# Millesime Patrimoine

Millesime Patrimoine is a Bank / Wealth / Trust based in Lyon, France.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lyon, France
- **Region:** Europe
- **Address:** Lyon, France
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** millesimepatrimoine.fr
- **LinkedIn:** https://linkedin.com/company/millesime-patrimoine-m-diations-finances-conseils-

## Regulatory record

- **Reports private funds:** No

## About

Millesime Patrimoine is a wealth management firm based in Lyon, France. It focuses on managing assets for clients in Europe.

## Questions

### Is Millesime Patrimoine regulated in France?

A French wealth management firm must register with Orias and operate under the supervision of either the Autorité des Marchés Financiers (AMF) or the Autorité de Contrôle Prudentiel et de Résolution (ACPR), depending on its specific activities. Millesime Patrimoine's precise regulatory status can be verified through the Orias public register. Registration is mandatory for providing investment advice or insurance intermediation in France.

### How does Millesime Patrimoine invest client assets?

The firm's investment approach is inferred to center on multi-asset portfolio construction using third-party fund products, individual securities, and real estate solutions such as SCPIs. Typical French wealth management mandates emphasize capital preservation, tax efficiency via *assurance-vie* wrappers, and strategic use of private equity tax schemes (FCPI, FIP). Any proprietary investment vehicles or publicly disclosed allocation targets have not been published by the firm.

### What is Millesime Patrimoine's approach to succession and governance?

No public information describes the firm's internal governance or succession plan. For a privately held regional wealth manager without a visible leadership team, continuity risk depends on the tenure and health of its senior advisers. This is a common structural consideration for boutiques of this scale, where client relationships often reside with individual partners rather than an institutionalized committee.

## Related profiles

- [Miller Wealth Advisors](https://altss.com/profile/miller-wealth-advisors)
- [MilliporeSigma](https://altss.com/profile/milliporesigma)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/millesime-patrimoine

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology