Open architecture, free from conflicts of interest
As an independent Financial Investment Adviser (CIF), Kapitalia is not affiliated with any banking institution or distribution network. This independence allows us to select the best solutions available on the market, exclusively in your interest.
We analyse your overall situation, tax, wealth and estate, before recommending an allocation suited to your risk profile, investment horizon and life goals.
Our investment solutions
Life insurance & capitalisation contracts
French and Luxembourg contracts, guaranteed funds, unit-linked funds, discretionary or self-directed management. Tax and estate optimisation.
Private equity
Access to institutional-grade private equity funds (FCPR, FPCI). Diversification into asset classes uncorrelated with listed markets.
Structured products
Bespoke solutions offering partial or full capital protection, with conditional returns linked to an underlying asset (index, equity, rate).
PEA & securities accounts
Selection of ETFs, thematic funds and individual securities for diversified exposure to international financial markets.
Who is this for?
- Business owners and entrepreneurs seeking to diversify beyond their company
- Liberal professionals looking to build retirement capital
- Families wishing to structure their savings and prepare for succession
- Expatriates requiring multi-jurisdictional asset management
Our approach
Every recommendation is documented, quantified and presented with full transparency. We systematically detail fees, risks, performance scenarios and alternatives considered. Regular reporting enables you to monitor the evolution of your investments and adjust the strategy over time.
