AAA GROUPE — Gestion de Patrimoine — LIMOGES, France
La compréhension de vos attentes a permis à AAA Groupe d’élaborer un grand nombre de prestations, de solutions pertinentes et novatrices permettant de répondre à vos besoins. Notre objectif est de vous apporter une réponse globale à vos préoccupations par une approche concrète et pragmatique. Notre professionnalisme est garanti par notre assurance Responsabilité Civile Professionnelle et par l’adhésion du groupe à la Chambre Nationale des Conseils en Gestion de Patrimoine (CNCGP).
Gestion de Patrimoine · Financial advisors
Activities
- Conseil en Gestion de Patrimoine
Location
LIMOGES, France
AAA GROUPE
Wealth management experts
Wealth Managers
non certified account awaiting for administrator
PHONE
FAX
WEBSITE
ADDRESS
87000 LIMOGES
France
COMPANY
ACTIVITIES
Description
Solutions & philosophy
COMPANY INSIGHTS
RANKINGS
(LAST UPDATE DATE : 12/05/2026)
Hubfinance analyses thousands of signals to assess a company’s reputation, partner performance, and talent attractiveness. Each module is based on a dedicated set of indicators, allowing precise benchmarking against your peers.
B2B SCORING
Indicators: 24
Ranked companies: 6416
❌ Not available for this company
EMPLOYER BRAND STRENGTH
Indicators: 11
Ranked companies: 9903
❌ Not available for this company
NEXTGEN ATTRACTIVITY
Indicators: 11
Ranked companies: 2915
❌ Not available for this company
COVERAGE
Affinity-based company mapping based on 40 product & service sensitivities across 6 categories.
Mercati liquidi
Among: Azioni (mercati emergenti) • Azioni (mercati sviluppati) • Azioni tematiche • Gestione di ETF e indici • Gestructureerde producten • Monetario e breve termine • Obbligazioni HY • Obbligazioni IG • Prodotti strutturati • Risorse digitali (accesso elencato)
Mercati privati
Among: Acquisizione (LBO) • Capitale di rischio • Capitale di sviluppo • Co-investimenti • Debito privato • Impatto sui mercati privati • Offerte Club • Piattaforma PE/Fondo di fondi • Secondario • Situazioni speciali / attività in sofferenza
Attività reali
Among: Collezioni (arte/vino/automobili) • Fondi immobiliari e REIT/SIIC (SCPI/OPCI) • Immobili alternativi (studenti/anziani/sanitari) • Immobili commerciali • Infrastruttura digitale • Infrastruttura matura (brownfield) • Logistica e industria • Residenziale • Risorse naturali (foreste/terreni/metalli preziosi) • Transizione climatica / energie rinnovabili
Soluzioni patrimoniali (strutturazione)
Among: Assicurazione sulla vita (Francia) • Assicurazione sulla vita in Lussemburgo • Buste per la pensione • Contratto di capitalizzazione • Filantropia • Governance familiare • Ottimizzazione fiscale • Pianificazione pensionistica • Strategia pensionistica • Strutturazione transfrontaliera • Trasmissione / successione • Trust e fondazioni
Digitale e tecnologia
Among: Cloud e infrastruttura • Esperienza e trasformazione digitale • Integrazione e API • Intelligenza artificiale e apprendimento automatico • Piattaforma di dati e analisi • Piattaforme aziendali (CRM/CMS/automazione del marketing) • Piattaforme Wealthtech (PMS/OMS/EMS) • Regtech e conformità (KYC/AML) • Sicurezza informatica e gestione dell'identità • Tokenizzazione / RWA
PARTNERS
10 companies have mentioned this
company as partner.
Join the exclusive circle of decision-makers in finance and wealth management
Networking. Connections. Benchmarks
Increase
Your visibility and your network of contacts
Promote your services and expertise by exploring a rich universe of thousands of players and companies at your fingertips. Take advantage of an intuitive interface to strengthen your presence within an elite network of finance and wealth management experts, and boost your professional profile.
Generate
Leads and create private groups
Define your preferences to create customized connections including participant categories, common interests or location. Our constantly updated suggestions help you to quickly establish relevant connections, fostering meaningful contacts and exclusive exchanges within private circles.
Analyze
Your market scores and rankings
Access key indicators to assess your performance in customer service, communication, ESG, financial engineering or tax regulations. Benefit from a 360° view with real-time updates, helping you to continuously optimize your business and achieve your professional goals.
Attend
50 conferences, lunches and cocktail parties
Take part in over fifty prestigious events every year, held in major cities such as Luxembourg, Paris, Geneva and Monaco. Hubfinance also enables you to create and manage your own online thematic circles, boosting your networking and collaboration opportunities.