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Thomas VansonTV

Thomas Vanson

Independent Wealth Management Advisor

€225/day
Paris, FR
3-7 years

Average response time: 1 hour

Freelancer profile translated to English.
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About Thomas

I intervene in legal, tax, and financial areas after years of experience with renowned private banking institutions.
I work in complete independence to build a relationship of trust and add value through my advice.

The specificity of each asset situation requires a tailor-made and personalized study to optimize and manage your assets. I do not offer packaged solutions.

My main motivation is the creation and search for added value, brought at each phase of your asset's life, which are its creation, management and development, optimization, and transmission.

I use all legal, tax, financial, and real estate solutions to deliver the best solution to your request.
That is to say, the solution that meets your needs, respects your objectives and constraints, and is in your sole interest.

Here are the areas in which I intervene:
Financial investment (via French or Luxembourg life insurance, PEA, Securities Account)
Retirement planning
Creation of supplementary income
Tax optimization
Estate optimization
Creation of real estate and tax structures.


Copernic Patrimoine
ORIAS registration number: 22005043
  • French

    Native or bilingual

Can work on-site
Paris (up to 50km)

Experience

  • EDV Conseil
    Wealth Management Advisor
    April 2021 - Today (5 years and 2 months)
    Paris, France
  • Centre de Formation de la Profession Bancaire
    Guest Lecturer for Master 2
    November 2019 - Today (6 years and 7 months)
    Paris, France
  • Banque Populaire du Nord
    Wealth Management Advisor
    November 2019 - June 2021 (1 year and 7 months)
    Lille, France

    - Responsible for monitoring wealth and high-net-worth clients across 6 Lille Centre branches
    - Conducting wealth assessments
    - Implementing strategies for asset management, optimization, valuation, and transmission
    - Providing legal, tax, and financial recommendations
    - Supporting and assisting sales teams in client meetings
    - Leading/Training the network of bank advisors
    - Legal and financial watch

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Education

  • Master 2 Wealth Management
    University School of Management - IAE Clermont-Ferrand
    2018
    Master 2 Gestion de Patrimoine
  • DU Art and Cultural Law, Law
    University of Nantes
    2020
    DU Droit de l'Art et de la Culture, Droit

Skill set (11)

Categories

  • Other