Each solution addresses a specific approach: performance, stability, transmission, and diversification. Your private advisor tailors them to your goals, your time horizon, and your financial situation.
This package combines maximum capital protection, access to tailor-made investment solutions, and international flexibility. Thanks to its unique regulatory framework - particularly through the policyholders' super privilege and the safety triangle - your assets are protected, even in the event of a crisis.
The central pillar of your investment strategy is a diversified allocation built on traditional, smart beta, bond, and long-short ETFs. Our core-satellite approach is based on model portfolios refined and personalized to your profile, constraints, and beliefs.
Access strategies reserved for institutional investors: unlisted growth, co-investments, club deals. Finary One gives you access to the best managers for the most popular strategies: secondary, co-investment, private debt, club deals, etc.
Borrow from your portfolio without divestment, to finance a project or reallocate. Intelligent leverage activated with banking partners, backed by your liquid or insurance-backed assets.
Tailor-made strategies designed to target specific returns within a pre-defined framework. Each solution is calibrated according to your risk profile, time horizon, and market context. Everything is designed with your goals in mind.
Invest in diversified professional real estate with access to the best SCPIs on the market, selected and integrated into Finary.
Reasonable exposure to digital assets through our PSAN status and our Crypto Platinum program. We structure an allocation focused on BTC and ETH, with low fees and the ability to set up scheduled payments directly in the app.
Corentin Hué
Head of Finary One
“I wanted a solution that matched my ambitions. Since it didn't exist, I identified the right partner and we designed it.”
Mounir Laggoune
Founder of Finary
Finary One is a modern private wealth management service designed for discerning investors with investments of €500,000 or more. It combines the rigor of tailored, human support with Finary's technological power to offer a streamlined, personalized, and transparent service.
Finary One lowers the threshold for entry into private banking while raising standards: unbiased advice, a rigorous selection of solutions, a seamless digital experience, and access to a community of informed investors. Unlike banks, our team only recommends strategies it believes in and invests in itself.
The course is structured into 4 key stages:
You have access to proven wealth management strategies: Luxembourg life insurance, Private Equity, SCPI, Lombard Credit, passive management via ETFs, structured products, crypto-assets, etc. Each solution is selected for its quality, relevance, and alignment with your objectives.
Finary One's fees are competitive, transparent, and scale based on your investment amounts. Fees are known and discussed from the outset.
Our leadership personally invests in the opportunities presented to ensure complete alignment of interests. Consulting is based on rigorous quantitative analysis, and you always retain the power to decide.
Apply to join Finary One directly through our website. You'll be contacted for an initial discussion with one of our private managers to assess whether the support is right for you.
