[comparatif] # The essentials Products offered | Open architecture, more than 3,000 solutions selected from across the market | In-house range and external funds // BNP Paribas Asset Management funds and BNP Paribas Cardif contracts Tracking and reporting | Real time in the mobile app // Valuation, allocation, transactions, performance and fees | Banking app and periodic statements // Fee summary once a year Advisor | RockFi partner, committed for the long term // Former private banker, recruited by co-optation | Private banker employed by the bank Wealth services | Family office-type services // Wealth structuring, tax, asset allocation, business sale | Network of experts the private banker can call on // Some expert assignments billed separately, on quote Entry threshold | €250,000 in financial assets, no upper limit // Can be adjusted for children and grandchildren; the same support up to wealth of several million euros | €250,000 in financial assets entrusted // €5M for Wealth Management Status | Financial investment advisor, insurance broker and banking and payment services intermediary // ORIAS no. 23004556, supervised by the ACPR and AMF | Licensed credit institution # Investment universe and architecture Life insurance mandates | Personalised mandates with several partner insurers | Restricted to BNP Paribas Cardif France contracts Number of listed solutions | More than 3,000 | ? French life insurance | + Generali, CNP Assurances | + BNP Paribas Cardif Luxembourg life insurance | + Wealins | + Cardif Lux Vie, Generali Luxembourg, AXA Wealth Europe Private equity | + | + Structured products | + | + SCPI and unlisted real estate | + Including direct real estate transactions | + SCPI, OPCI, SCI Alternative investments | + Natural assets, art, crypto-assets and alternative funds | + Lombard loan | + Through partner banks | + # Support and expertise Wealth structuring | + In-house wealth engineers | + Network of experts the private banker can call on Tax return assistance | + | + # Day-to-day tracking and technology Wealth tracking app | + Valuation, allocation, transactions and performance | + Mes Comptes app and secure digital vault Structured products tracking | + Dedicated module | ? Fully remote relationship | In person or remotely, as you prefer | + e-Private offer AI agent supporting the advisor | + Real-time monitoring of markets and positions, preparation of wealth reviews; the advisor always makes the decision | ? [/comparatif]