Olivier Sinel

Patrimoine Conseils et Investissements (PCI), founded in 1992 by Olivier Sinel, is an independent wealth management advisory firm based in Neuilly-sur-Seine near Paris. It supports clients through different stages of life, helping them build and enhance wealth, optimize tax planning, prepare for retirement, and address broader estate and financial planning needs. Its solutions include insurance and savings products, protection, financial investments, tax-planning options, and real estate solutions. PCI selects contracts and services from partner insurance companies, asset management firms, and credit institutions. It is a longstanding partner of AFER and holds Correspondant Afer status.

The firm’s approach begins by understanding each client’s circumstances, financial knowledge, experience, and objectives. Advice is tailored to the client’s personal situation and investor profile, and may include focused reviews—such as retirement, succession, protection, or tax assessments—or a comprehensive wealth audit. PCI then identifies suitable options from its partners and supports implementation. The firm also provides ongoing follow-up, including regular contact to review changing circumstances and consider potential adjustments.