Novalia Patrimoine is a wealth management consultancy based in Lyon, France. The firm specializes in developing bespoke, long-term asset strategies for its clients, covering financial investments, real estate, insurance, retirement planning, and tax optimization. Founded by experts from the banking and insurance sectors, the company emphasizes an independent and holistic approach to managing and growing their clients' wealth, guided by their individual goals and risk tolerance. They are a regulated entity, registered with ORIAS as a Financial Investment Advisor (CIF), Insurance Broker (COA), and Banking Services Intermediary (MIOBSP).

Founded in

France