Founded in 2004, Magnacarta is a prominent federation of independent wealth management advisors (Conseillers en Gestion de Patrimoine - CGP) in France. The company's mission is to unite, support, and promote these independent professionals by providing them with a complete ecosystem of services. This includes legal and regulatory compliance support, professional training, advanced digital tools, and access to a curated selection of financial and real estate investment products. By centralizing these resources, Magnacarta enables its member advisors to enhance their expertise and focus on delivering high-quality, personalized wealth management services to their end clients.

Founded in

France