Unclaimed brand
Nos compétences dans les domaines financier et fiscal nous permettent de construire une stratégie globale adaptée & pertinente
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Hex Code
Color name
RGB
HSL
CMYK
#D7B06C
Whiskey
215, 176, 108
38, 57, 63
0, 18, 50, 16
#0D244C
Blue Zodiac
13, 36, 76
218, 71, 17
83, 53, 0, 70
#76C7F1
Malibu
118, 199, 241
200, 81, 70
51, 17, 0, 5
Existim is a wealth management consultancy founded in 2006, serving individuals and businesses primarily in Brittany, with offices and services associated with Rennes and Saint-Malo. A member of the National Chamber of Wealth Management Consultants, the firm combines financial, tax, legal and property expertise to develop strategies tailored to each client’s circumstances and objectives.
Its process begins with an assessment of a client’s financial situation and plans, followed by personalised recommendations and ongoing reviews as needs or circumstances change. Existim advises on building and managing wealth, investment options, tax planning, retirement preparation and family protection. Its services include guidance on real estate investment and SCPI property funds, retirement savings plans, savings and investment placements, loan insurance, and planning for inheritance or business transfer.
The firm emphasises long-term relationships, attentive listening, trust and responsiveness. Clients receive a dedicated adviser and individual support rather than standardised solutions, whether they need a comprehensive wealth strategy or advice on a specific financial matter.
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Finance
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The EXISTIM name, logos and brand assets are trademarks of EXISTIM and its affiliates. Brandfetch isn't affiliated with or endorsed by EXISTIM. Their use is subject to EXISTIM's brand guidelines.
