Sefima
Independent wealth management advisory in Marseille for individuals, liberal professions and companies
Highlights
- New on EvolcAdded 2026-11-02
About Sefima
Sefima is an independent wealth management advisory firm (cabinet de gestion de patrimoine) based in Marseille. Its patrimonial engineering department carries out wealth, legal and tax studies covering financial planning, family law, personal taxation and the transfer of personal or business assets, and helps clients implement the recommendations together with their usual advisers or the firm's partner advisers.
The firm serves individuals, liberal professions and companies. As an independent adviser, it selects products from partner insurers, asset managers, banks and property developers. The offering includes life insurance, securities, capital development, property investment, SCPI, credit, supplementary pension, prevention insurance and employee savings schemes.
Sefima was founded in 1991 and operates as a French SAS. It is a member of the Chambre Nationale des Conseils en Gestion de Patrimoine and is registered with ORIAS. Its office is in Marseille.
Product: Independent wealth management advisory with patrimonial studies and a range of partner financial, insurance and property investment products.
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