# Version Patrimoine

Version Patrimoine is a null based in Bordeaux, France.

## Overview

- **Organization type:** null
- **Headquarters:** Bordeaux, France
- **Region:** Europe
- **Address:** Bordeaux, France
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** www.version-patrimoine.com
- **LinkedIn:** https://www.linkedin.com/company/versionpatrimoine

## Regulatory record

- **Reports private funds:** No

## About

Version Patrimoine operates within the financial services sector and offers services such as investment strategies, retirement and insurance planning, tax optimization. It is a Wealth Manager.

## Questions

### What is a conseil en gestion de patrimoine, and how does Version Patrimoine fit into that framework?

Conseil en gestion de patrimoine (CGP) is a regulated wealth-advisory profession in France. CGP firms conduct holistic asset reviews and recommend strategies across tax, legal, and investment domains. Version Patrimoine operates within this framework, meaning it acts as a fee-based advisor rather than a product distributor tied to a single bank or insurer.

### Is Version Patrimoine independent from any banking group?

Yes. The firm is structured as an independent practice, not a subsidiary or tied agent of any French banking network. This independence allows it to select financial products from across the market without a proprietary product-shelf obligation, a distinction that is central to its value proposition for clients.

### What asset classes and vehicles does a typical French wealth manager advise on?

The core advisory toolkit includes assurance-vie (life insurance wrappers), compte-titres (securities accounts), SCPI and OPCI (real estate collective funds), PER (retirement savings plans), and direct real estate. Tax-efficient gifting strategies and inheritance planning are inseparable from investment advice in the French market.

### How does a Bordeaux-based wealth manager differ from one in Paris?

Bordeaux-based practices often serve a regional clientele whose wealth originates from wine estates, aeronautics (Dassault, Thales, ArianeGroup), and technology clusters like the Cité Numérique. The advisory approach tends to be relationship-driven and multi-generational, with less exposure to the institutional and ultra-high-net-worth concentration found in Paris's 8th arrondissement, but the regulatory framework and product universe are identical nationwide.

## Related profiles

- [Versicherungsverein Rasselstein](https://altss.com/profile/versicherungsverein-rasselstein)
- [Verso Investment Management](https://altss.com/profile/verso-investment-management)

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Last updated: 2026-05-30T18:47:11.253Z

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