Freelancer profile translated to English.
Back to original languageAbout Cyril
Independent investor and wealth manager since 2015, my expertise allows you to develop, make profitable, and secure your assets.
> Wealth strategy
> Real estate investments, turnkey
> Specialization in sustainable and responsible finance (Art. 9, PAI, taxonomy, etc.)
French
Native or bilingual
Remote only
Primarily works remotely
Experience
- SYNAXIS PATRIMOINEFounder / ManagerBANKING AND INSURANCEApril 2021 - Today (5 years and 2 months)Anglet, FranceWEALTH EXPERTISE:> Definition and support of wealth strategy> Monitoring and optimization of real estate projects> Assistance with income tax returns (IR)> Inheritance/transfer advice> Sustainable financial investments> Tax optimizationSpecialization in sustainable and responsible finance, to combine sustainability, security, and profitability.
- Lysi ImmobilierRegional Manager Nouvelle-AquitaineREAL ESTATEFebruary 2023 - Today (3 years and 4 months)Bayonne, FranceREAL ESTATE EXPERTISE:> Purchase/sale real estate transactions (primary or secondary residence)> Assistance with legal/inheritance matters> Rental project> etc.WEALTH EXPERTISE managed by Lysi Immobilier:> Inheritance/transfer advice> Assistance with 2024 income tax returns> Financial investments> Tax optimization> Legal documents> Family SCI (real estate investment companies)> etc.
- Comptoir Français de l'Investissement / CFIRegional Manager CGPREAL ESTATESeptember 2020 - April 2021 (7 months)Toulouse, FranceManagement of a team of Wealth Management Advisors in Nouvelle-Aquitaine.Open architecture and turnkey operations: tax audit, tax reduction, savings optimization, banking and notary support, then tax declaration.White label representative for the wealth divisions of Citya, Guy Hoquet, Laforêt, etc.
Reviews
Guillaume
Guillaume Tisserand-Mouton
Reviewed on 10/5/2023
Very good experience with Cyril, clarity for making important decisions. I recommend!
François
François ROMMÉ
Reviewed on 7/19/2023
The wealth audit conducted with Cyril allows me today to ask myself the right questions and to consider the different possibilities available to me.
Cyril has a very good approach and knows how to explain things correctly and simply to novices like me in this field.
I will not hesitate to call on him again for new advice.
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Education
- Master's degree: ESC and Management DiplomaPau Business School2013> Marketing opérationnel > Marketing durable
Certifications
- IOBSP I/IIACPR
- IAS II DDAORIAS
Skill set
Categories
- Other