Alpha Conseils Co

Alpha Conseils Co is an independent wealth management advisory firm based in Paris, France. It positions itself as a fee-only financial investment advisor for company executives, entrepreneurs and families with significant or complex financial wealth. According to its official website, the firm was founded by Claire Bourgeois, a former asset management company executive, and operates as an independent wealth management practice within the meaning of the European MiFID II directive. The firm's core proposition is independence. Alpha Conseils Co states that it is remunerated exclusively through fees agreed in advance, accepts no retrocessions or commissions from product providers, and relies on an open investment architecture. It explicitly says it does not sell products but provides advice, aiming to avoid unsuitable investments and hidden costs and to maximize clients' net performance by eliminating layered distribution or management fees. The firm targets a specific clientele: executives, entrepreneurs and families with substantial financial assets and complex wealth situations. Its services center on personalized, human-scale support, attentive listening and tailor-made solutions aligned with each client's objectives. The website highlights the founder's career on the financial markets as the basis of the firm's expertise in constructing robust and efficient investment solutions. Alpha Conseils Co is a private company. It is not known to be listed on any stock exchange, and no parent company or larger group is identified in the available evidence. Its operations appear focused on the French market, with its advisory practice rooted in Paris. The firm's public communication emphasizes regulatory compliance under MiFID II, objective recommendations and a fiduciary-style, fee-only model as the foundation of client trust.

Alpha Conseils Co is an independent wealth management advisory firm based in Paris, France. It was founded by Claire Bourgeois, described on the firm's website as a former asset management company executive who brought a career on the financial markets to the creation of the practice. The exact founding year is not stated in the available evidence. The firm was established around a fee-only, independent advisory model. Under the European MiFID II directive, Alpha Conseils Co defines itself as an independent wealth management practice. Its economic and legal model rests on three stated pillars: remuneration exclusively through fees defined in advance, refusal of any retrocessions or commissions, and reliance on an open investment architecture. This structure is presented as the foundation of objective recommendations and of client trust. From its base in Paris, the firm has focused on a specific client segment: executives, entrepreneurs and families with significant financial wealth and complex situations. Rather than selling financial products, Alpha Conseils Co positions itself as an advisor, aiming to avoid unsuitable investments and hidden costs and to optimize clients' net performance by eliminating layered distribution and management fees. Its approach is described as personalized and human, centered on attentive listening and tailor-made solutions. The firm's public identity is closely tied to its founder's expertise in the financial markets. The website highlights Claire Bourgeois's career as the basis for constructing robust and efficient investment solutions for clients. Alpha Conseils Co operates as a private company and does not appear to be part of a larger listed group. Its activities are concentrated in the French market, with its advisory practice rooted in Paris.

• Founded by Claire Bourgeois as an independent wealth management advisory firm in Paris.

• Positioned as an independent wealth management practice under the MiFID II directive, with a fee-only model and open investment architecture.

Independent, fee-only financial advisory firm under MiFID II, serving executives, entrepreneurs and families with complex wealth; no product sales, no retrocessions, open investment architecture.

• Independent financial investment advisory

  Fee-only advisory for executives, entrepreneurs and families with complex wealth, based on an open investment architecture and no retrocessions.

• Wealth management advisory

  Personalized wealth management support centered on attentive listening and tailor-made solutions.

1. 1Conseil financier indépendant Paris | Alpha Conseils Coalphaconseilsco.com
2. 2Alpha Conseils Cowikidata.org