CGP Entrepreneurs
Support group for independent wealth management advisers (CGP) in France, covering practice set-up, development and compliance
Highlights
- New on EvolcAdded 2026-10-29
About CGP Entrepreneurs
CGP Entrepreneurs is a French group ("groupement") that supports independent wealth management advisers (CGP, conseillers en gestion de patrimoine) and related professionals. Its offer covers helping advisers create a practice, develop or perpetuate an existing one, and supporting legal or accounting professionals who want to add wealth management activity.
Services mentioned include a middle-office, products and training, and guidance on anti-money-laundering and counter-terrorist-financing (LCB-FT) obligations. Its target users are wealth management advisers and firms, as well as people considering a move into independent advisory work.
The company was founded in 2012 and is based in Bois-Colombes, France. It publishes news and organises events for advisers, including a conference on real estate in wealth strategies scheduled for 14 September 2026 in Bordeaux.
Product: Group membership and support services for independent wealth management practices, including a middle-office, products and training.
Jobs at CGP Entrepreneurs
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