Asset Management Adviser
Asset Management Adviser
An asset management adviser is a multidisciplinary expert tasked primarily with advising clients on developing, optimising or transferring their financial and property assets.
While there is no precise legal definition of an asset management advisor, this finance and insurance professional has a strong legal background, which is crucial for providing comprehensive services to individuals and businesses.
Find out more about the role of an asset management adviser at Laplace.
Asset Manager
Asset Manager
An asset manager is an expert in managing and optimising the assets of companies, executives and their families. They play a vital role in preserving and developing wealth. They combine technical, legal, tax, financial, social and interpersonal skills to provide a personalised, high-quality service.
Partnership Manager
Partnership Manager
A partnership manager identifies and develops collaboration opportunities, and manages relationships with various partners, primarily accounting and legal professionals such as chartered accountants, lawyers and notaries.
Their objective is to create synergies that promote group growth.
Health Insurance Adviser
Health Insurance Adviser
A health insurance adviser is a professional who specialises in insurance and social protection. Their listening skills, analytical abilities and technical expertise enable them to accurately assess clients’ health insurance needs, offering insurance solutions that are tailored to their specific requirements.
- Health insurance advisers draw on their expertise to secure their clients’ health insurance and monitor the solutions implemented over time.