.webp)
Goal phrased as a client question
Reduce the tax burden on your income and assets by utilising the right schemes at the right time.
Our wealth management advisers in Le Havre.
Former private bankers and entrepreneurial advisers: our experts support a select clientele of executives, families, and investors in Le Havre with an uncompromising commitment to excellence.
Speak with an advisor
Partners
.png){kind=logo}
.png){kind=logo}
.png){kind=logo}
.png){kind=logo}
ABOUT US
A modern Family Office in Le Havre.
RockFi was born from the meeting of tech entrepreneurs and former private banking executives. In Le Havre and across Normandy, we support a discerning clientele of executives, families, and investors with a comprehensive wealth management approach.
Our advisers come from private banking and wealth management advisory. As co-opted partners and decision-makers, they work with a deliberately limited number of clients, in person or remotely, to provide the time and attention that traditional banking no longer allows.
15 years
of average advisory experience
18
offices in mainland France and overseas territories
1,500
families supported
OUR EXPERTS
All our advisers in Le Havre
Meet the RockFi advisors in Paris: their backgrounds, areas of expertise, and approach.
Our advisors near you
Our advisors by city
RockFi was born from the meeting of tech entrepreneurs and former private banking executives. Based in Paris, we support a discerning clientele of executives, families, and investors with a comprehensive wealth management approach.
42.6337
8.9375
RockFi — L'Île-Rousse
RockFi — L'Île-Rousse
RockFi — L'Île-Rousse
Our wealth management advisers in L'Île-Rousse.
49.4944
0.1079
RockFi — Le Havre
RockFi — Le Havre
RockFi — Le Havre
Our wealth management advisers in Le Havre.
43.4832
-1.5586
RockFi — Biarritz
RockFi — Biarritz
RockFi — Biarritz
Our wealth management advisors in Biarritz.
43.5804
7.1251
RockFi — Antibes
RockFi — Antibes
RockFi — Antibes
Our wealth management advisers in Antibes.
43.2965
5.3698
RockFi — Marseille
RockFi — Marseille
RockFi — Marseille
Our wealth management advisers in Marseille.
47.2184
-1.5536
RockFi — Nantes
RockFi — Nantes
RockFi — Nantes
Our wealth management advisers in Nantes.
48.5734
7.7521
RockFi — Strasbourg
RockFi — Strasbourg
RockFi — Strasbourg
Our wealth management advisers in Strasbourg.
44.8378
-0.5792
RockFi — Bordeaux
RockFi — Bordeaux
RockFi — Bordeaux
Our wealth management advisers in Bordeaux.
Antoine Lemaire
Lille
Arnaud Victoor
Cannes
Axel Talmoudi
Cannes
Bertrand Bréavoine
Paris
Blandine Veran
Marseille
Charline Bourdette
Paris
Christophe Dorbeaux
Paris
Colas Albertini
.jpeg)
Bordeaux
Côme Chaboureau
Paris
Damien Lévêque
Strasbourg
David Muller
Paris
Delphine Colin
Paris
Edouard Rabineau
Bordeaux
Gilles Kuperwaser
Paris
Guillaume Girod
Paris
Jason Zammit
Rouen
Jérémy Cosenza
Paris
Julien Verepla
Paris
Kévin Barraud
Bordeaux
Léo Pulido
Paris
Le Havre
Rouen
Caen
Marie Denys
Paris
Martin Landreau
Bordeaux
Matthieu Delater
Lille
Olivier Gouzian
Toulon
Olric Ournac
Paris
Pierre-Marie Deballon
No items found.
Rémy Gavalda
Paris
René Vignau Loustau
Paris
Simon Pauly
Biarritz
Stéphane Carles
.png)
Paris
Stéphanie Rousset
Lyon
Sylvain Rey
Bordeaux
Thibaut Sébrier
Paris
Thomas Quilleré
Nantes
Vincent Pagny
Paris
Vincent Rivoal
Antibes
Monaco
Nice
Cannes
Yann Garnier
Bordeaux
comparison
Why choose an independent adviser?
Private banking
In private banking, your adviser manages hundreds of clients. They work within an organisation that dictates which products to distribute, which targets to meet, and which tools to use. It is not a problem with the people; it is a problem with the model.
Independent adviser
At RockFi, your adviser’s remuneration is deducted from your assets under management. It has no link to the products they recommend to you.
WHY ROCKFI
What are your wealth management goals?
Whatever your situation, our advisors build a strategy with you that is tailored to your goals. Here are the topics we are most often asked to handle.
.webp)
Goal phrased as a client question
Reduce the tax burden on your income and assets by utilising the right schemes at the right time.
.webp)
Goal phrased as a client question
Reduce the tax burden on your income and assets by utilising the right schemes at the right time.
Goal phrased as a client question
Reduce the tax burden on your income and assets by utilising the right schemes at the right time.
The RockFi
approach
Consulting
Long-term support
At RockFi, every client has an adviser who knows them, understands their goals, and is equipped to help them reach them.
Pricing
Long-term support
At RockFi, your adviser's remuneration is deducted from your assets under management. It is entirely independent of the products they recommend to you.
Open architecture
Unbiased product selection.
We independently select solutions tailored to your profile from the best French and international partners.
The tech
A consolidated view in real time.
RockFi is an AI-native company. Its engineers and advisors have worked together from day one to build the tool best suited to your needs.
FAQ
Your questions, our answers
Is my data protected?
Your data is encrypted and hosted in France, under the supervision of the ACPR and the AMF. It is never used to train third-party AI models.
What products can you offer me?
We operate an open-architecture model, working with over 40 asset managers and insurers. Our offering includes French and Luxembourg life insurance, private equity, structured products, securities accounts and PEAs, as well as discretionary mandates and club deals. Products are selected based on your specific strategy, with no selection bias.
Who are the RockFi advisors?
They are former private bankers and wealth management advisors with an average of 15 years' experience. They operate from 18 offices across France and are supported by a team of experts, including wealth planners, tax lawyers, notaries, and chartered accountants.
How does RockFi make money?
Your adviser is paid a fixed percentage of your assets under management, agreed with you before any commitment is made. This fee is independent of the products recommended and can be viewed at any time in your client area.
What is the minimum investment required to become a client?
Our service is designed for substantial wealth, but we adapt our solutions to each situation. Contact us for a personalised assessment to find out whether RockFi is right for you.
Let's discuss your situation.
Book a 30-minute introductory call with our team to discuss your goals and ambitions.
Book a 30-minute consultation
Ready to get started?
Book a 30-minute introductory call with our team to discuss your goals and ambitions.
Let's discuss your situation
Book a 30-minute consultation