Groupe JVCE is an independent wealth-management firm serving liberal professionals and business leaders, with offices in Paris and Aix-en-Provence. Founded in 2022, it presents its approach as quantitative, transparent and ethical, helping clients make decisions based on measurable costs, performance and risk rather than promises. The firm offers a free initial review of clients’ financial contracts, examining fees associated with products such as retirement savings plans, employee savings plans and life insurance.

It can then help design and optimise a tailored investment portfolio, with access to high-end contracts, and provides quarterly performance reporting that compares results with benchmarks and tracks fees and risk indicators. JVCE advertises advisory fees of around 1% and offers an online simulator to illustrate how charges may affect long-term capital; projections are indicative and returns are not guaranteed. Its broader 360-degree ecosystem brings together expertise in accounting, legal matters, financing, real estate, social protection, notarial services and retirement planning.

The firm positions its services as an integrated alternative to conventional wealth-management advice