KMH Gestion Privée, Wealth Management, Lyon France

Toute l’équipe de
KMH Gestion Privée
vous présente ses meilleurs vœux pour cette nouvelle année.

Les enjeux climatiques et sociaux sont au cœur de nos réflexions depuis longtemps, comme en témoignent nos différentes actions passées.

Souhaitant renforcer notre engagement, nous avons voulu participer à la CEC, et avons eu la joie de voir notre candidature retenue.

Cette convention représente un véritable engagement de toute notre équipe, afin de repenser notre métier et nos processus pour les rendre compatibles avec une approche durable, et participer à une réflexion et une influence plus globale sur ces sujets.

3d rendering beautiful luxury bedroom suite in hotel with tv and working table

Regarder la rediffusion

HubSys

KMH Gestion privée est associé fondateur d’HubSys, consortium de conseillers en gestion de patrimoine ayant créé le média "Gestion & Patrimoine" dédié à l’univers de la gestion de patrimoine.

Découvrir le média

WELCOME TO KMH GESTION PRIVÉE

Since 2007, we have been advising private individuals, company directors,
expatriates or institutional investors on asset management and
optimisation.

You are a private individual

We advise private individuals on a comprehensive wealth organisation: investment strategies, tax optimization, retirement planning, inheritance tax optimisation…

conseils patrimoniaux aux professionnels

You are a company director

We use our expertise to serve your needs: payment optimisation, accident and sickness insurance, retirement optimisation, spouse protection, business transfer…

You are an expatriate

Our team is specialized in international issues: inheritance, tax optimisation, matrimonial adjustments, investments advice, retirement planning…

OUR EXPERTISE

We have gathered for you a multidisciplinary team

capable of meeting all your wealth needs

Financial investment advice

We guide you through choosing proper financial investments, maintaining the aim of security and return on investment.

Patrimonial Engineering

Take advantage of our expertise to optimize your wealth organization. We assist you on every step.

Real estate investment consulting

Property business is a major asset to develop patrimony, reduce taxation or collect additional earnings, provided a safe investment.

Financial and Property brokerage

Our broker activity enables us to assist you both on financing your real estate projects and choosing the right investment or insurance products.

KMH GESTION PRIVÉE IN FIGURES

EXPERTS

70 000 000

MILLIONS OF ASSETS IN MANAGEMENT

YEARS OF EXPERIENCE

CERCLE FRANCE PATRIMOINE

A well-recognised French association of Wealth Managers

KMH Gestion Privée is a member of the Cercle France Patrimoine, a well-recognised French association of independants managing more than one billion Euros of assets. This association enables professionals to exchange and share, in order to constantly improve the quality of service offered to the clients.