PACT. — Gestion de Patrimoine — MARSEILLE 8, France
Pact. est né d’une exigence : Temps et Expertise au service de mes clients. Diplômé d’un Master en économie d’entreprises et d’un 3ème cycle en gestion de patrimoine, j’ai aussitôt fait le choix de l’indépendance du conseil. J'ai ainsi contribué au fort développement d'un cabinet en gestion de patrimoine en qualité d'associé et co-gérant durant dix années. Passionné par ma profession et animé de profondes convictions, j’ai décidé de poursuivre mon évolution en créant Pact. Ce cabinet de conseil en gestion privée est volontairement centré autour d’un nombre réduit de clients: Prendre le temps d’être à votre écoute! Etablir un diagnostic, optimiser, développer et garantir un suivi de votre patrimoine familial, dans un souci d’excellence du conseil et de stricte confidentialité. Cet esprit d’artisan du patrimoine « grande mesure » est complété par mon aptitude à collaborer avec des experts reconnus des métiers du chiffre, du droit et de la pierre, dans la ferme intention de servir vos intérêts. La réussite de Pact. ne sera que le fruit de son implication, ses valeurs, son intégrité. Christophe COSTECALDE
Gestion de Patrimoine · Financial advisors
Activities
- Conseil en Gestion de Patrimoine
Location
MARSEILLE 8, France
Wealth management experts
Wealth Managers
non certified account awaiting for administrator
PHONE
WEBSITE
ADDRESS
13008 MARSEILLE 8
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
3 companies have mentioned this
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