yomoni.fr

Yomoni is a French asset manager offering ETF-based portfolio management through life insurance (assurance-vie), PEA, PER, and securities accounts. Clients answer questions about their goals and risk profile, and the company's investment team manages the portfolio on their behalf. Clients can track performance and schedule or make one-off payments and withdrawals through an online platform.

The service targets individual investors (particuliers) and also offers offerings for professionals and private wealth management. The company is licensed as a portfolio management company by the Autorité des Marchés Financiers (AMF) and supervised by the ACPR. Client funds are held at French banks that are subsidiaries of Crédit Mutuel Arkea and Crédit Agricole.

The website states that Yomoni has been operating for a decade and that its Luxembourgish life insurance product, Yomolux, is available from 50,000 EUR. The company is led by an investment director and includes a chief revenue officer and a private wealth adviser on its team page.

Product: ETF-based portfolio management within French life insurance, PEA, PER and securities accounts, with an online client platform.