Personalised Wealth Management

Expertise at Your Service

Regular performance monitoring

Tailored Solutions

Dynamic investment strategies

Proprietary Algorithmic and AI-Assisted Solutions

Is Patrimonis Right For Me?

Minimum investment

There is no strict minimum investment to work with Patrimonis. However, we recommend starting with at least $10,000 to achieve satisfying fiat-based performance.

Pricing

We charge no performance fees under 100k portfolio value. You keep 100% of the return on your investment and pay your adviser only through agreed-upon fees set in advance.

Working method

You will meet with your adviser at least once a month by video call. You'll be guided step by step to understand investment tools and products. You keep 100% control of your investor accounts.

Our services

Tailored support to meet your wealth objectives

Investor Profile

An initial discussion to accurately assess your financial situation, your knowledge of investing and the stock market, and your risk tolerance.

Financial Goals

Clear definition of your wealth goals and a personalised strategy based on your time horizon, capital available to invest, and target performance.

Portfolio Construction

Your adviser’s multi-asset expertise enables a diversified allocation across asset classes, from equities to bonds, private equity and cryptocurrencies.

Personalised Monitoring

Patrimonis works with a limited number of investors. Unlike banks or large wealth managers, your profile and portfolio are truly managed on a bespoke basis. You benefit from at least one personalised meeting per month with your adviser, or more on request.

Dynamic Allocation

Patrimonis guides you to platforms with the best investment vehicles and lowest fees. Your adviser is responsive when it comes to buying or selling. A portfolio review is scheduled at least once a month. You optimise performance and gain peace of mind.

Financial Content

Understand finance at your own pace. Receive detailed videos twice a month on market insights. Your adviser summarises the macro and geopolitical news that affects your portfolio, and you can request content on specific topics.

Why choose Patrimonis management

A different approach to wealth management, focused on excellence and personalisation

Independent expertise and advice

Your adviser has over 10 years of experience in trading and portfolio management. Unlike bank or large wealth management advisers, he is not tied to any partner and does not receive commissions. He recommends products that are truly in your interest: suited to your profile and goals.

One-to-one support

Patrimonis is a human-scale financial advisory service. Your adviser deliberately works with a limited number of clients. You benefit from a bespoke service and a portfolio built specifically for you. You can contact your adviser at any time and he will respond within 24 hours.

No management fees!

A key advantage of Patrimonis: your adviser helps you invest in low-cost vehicles. You only pay your adviser's fees. There are no annual management fees. You benefit from optimised performance, which is more advantageous for growing your capital over the medium and long term.

Your Adviser

As an adviser, I have over 10 years of experience in trading and financial portfolio management. I started investing in cryptocurrencies in 2015, which gave me an early understanding of this market before it went mainstream.

I then deepened my expertise by joining Coinhouse, the cryptocurrency broker founded by Éric Larchevêque, as an analyst.

After several years in wealth management and a specialisation in private equity, I co-founded DeTrade, a collective management service focused on the cryptocurrency market. I also trade for the Chicago-based prop firm Topstep, with the aim of growing a $500,000 portfolio.

A graduate of ESCP Business School, I now run Patrimonis: highly personalised support for a select group of demanding investors, where each client benefits from a tailored strategy.

10+

Years of experience

$500,000

managed in prop firm

100%

Satisfied clients

Client reviews

See what our clients say about our support

★★★★★

"Exceptional support in managing my wealth. The team understood my goals and proposed tailored solutions."

Sophie Martin

Entrepreneur

★★★★★

"Professionalism and expertise delivered. I highly recommend their services for bespoke wealth management."

Thomas Dubois

Senior Executive

★★★★★

"A personalised approach and sound advice that have helped me significantly optimise my investments."

Marie Laurent

Professional