CGL Patrimoine

Wealth management and financial planning for families, business leaders and self-employed professionals in Arras and Hauts-de-France

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Highlights

  • New on EvolcAdded 2026-11-14

About CGL Patrimoine

CGL Patrimoine advises on savings, retirement, insurance and wealth transfer. Its offerings include life insurance, retirement savings plans (PER) and coverage for self-employed professionals, with investment options such as ETFs and funds.

It serves families, business leaders and liberal professions in Arras and Hauts-de-France. The firm describes its remuneration as a fixed amount included in contract management fees and says it receives no rebates from investment management companies.

CGL Patrimoine is based in Arras and was founded in 2016. It offers meetings in person in Arras or by video.

Product: Wealth-management advice and financial planning covering savings, retirement, insurance and wealth transfer.

Jobs at CGL Patrimoine

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