Each solution serves a specific approach: performance, stability, estate planning, diversification. Your private wealth manager assembles them according to your goals, horizon, and financial situation.
The cornerstone of your investment strategy: a diversified allocation built on classic ETFs, smart beta, bonds and long-short. Our core-satellite approach relies on model portfolios refined and personalised to your profile, constraints and convictions.
A dedicated wealth engineer designs a personalised wealth strategy tailored to your goals: investment structuring, executive advisory, estate planning and family protection, and more.
A smart leverage tool to borrow against your portfolio without selling, finance a project or reallocate, through banking partners.
This wrapper combines maximum capital protection, access to bespoke investment solutions and international flexibility. Thanks to its unique regulatory framework, notably the super privilege and the triangle of security, your assets are protected, even in times of crisis.
A securities account in Luxembourg to diversify your custodian risk while accessing the Finary One universe: index funds, Private Equity and structured products.
Bespoke strategies designed to target a precise return within a predefined framework. Each solution is calibrated to your risk profile, horizon and market context. Everything is tailored to your goals.
Access to institutional-grade strategies through top-tier managers across the most sought-after themes: secondaries, co-investment, private debt, club deals and more.
Measured exposure to digital assets through our PSAN licence and Crypto Platinum programme. We structure an allocation focused on BTC and ETH, with reduced fees and the ability to set up recurring investments directly in the app.
Access to diversified commercial real estate through selected SCPIs integrated into Finary.
Corentin Hué
Head of Finary One
“I wanted a solution that matched my ambitions. Since it didn't exist, I identified the right partner and we designed it.”
Mounir Laggoune
Founder of Finary
Finary One is a modern private wealth management service designed for discerning investors with investments of €500,000 or more. It combines the rigor of tailored, human support with Finary's technological power to offer a streamlined, personalized, and transparent service.
Finary One lowers the threshold for entry into private banking while raising standards: unbiased advice, a rigorous selection of solutions, a seamless digital experience, and access to a community of informed investors. Unlike banks, our team only recommends strategies it believes in and invests in itself.
The course is structured into 4 key stages:
You have access to proven wealth management strategies: Luxembourg life insurance, Private Equity, SCPI, Lombard Credit, passive management via ETFs, structured products, crypto-assets, etc. Each solution is selected for its quality, relevance, and alignment with your objectives.
Finary One's fees are competitive, transparent, and scale based on your investment amounts. Fees are known and discussed from the outset.
Our leadership personally invests in the opportunities presented to ensure complete alignment of interests. Consulting is based on quantitative analysis, and you always retain the power to decide.
Apply to join Finary One directly through our website. You'll be contacted for an initial discussion with one of our private managers to assess whether the support is right for you.
