Financial Investment Advice (CIF)
Committed advice for informed decisions
At NoblePeak, we believe that every investment choice deserves rigor, clarity, and integrity.
We provide rigorous support within a regulated framework to transform your objectives into concrete strategies.
Our recommendations are based on an in-depth analysis of your situation, complete independence in the selection of solutions, and total transparency in implementation.
More than just advice, we provide you with a structuring framework, to help you decide with discernment and move forward with confidence.
Regulatory framework
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We carry out our Financial Investment Advisory (CIF) activity in France only, within a framework strictly governed by regulations:
- CIF approval under the control of the AMF
- Membership of ANACOFI - CIF , approved professional association
- Registration with ORIAS
Management principles
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Our approach is based on simple but demanding foundations:
- Objectives before products
- A global vision (legal, fiscal, financial)
- Complete independence, without conflict of interest
- Complete traceability of our recommendations
Investor Profiles
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We support you in defining your investor profile:
- Safe : Preservation of capital, low risk.
- Cautious : Moderate return, controlled risk.
- Balanced : Compromise between security and performance.
- Dynamic : Increased exposure to risky assets.
- Opportunistic : Seeking specific, high-yield opportunities.
Approaches
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We offer three investment approaches:
Factor management : Selection of investments based on proven criteria.
Mega-trends : Investing in long-term global trends (energy transition, innovation, etc.).
Private Markets : Access to unlisted assets, offering unique opportunities for sophisticated investors.