Morning Wealth Management Investment Advice Profession CGP Patrimoine24 - December 17, 2024 - 4Change - World Latest Movie, Series, Videos and Trailers | fetery.com

Morning Wealth Management Investment Advice Profession CGP Patrimoine24 - December 17, 2024

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Published on Jan 6, 2025

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00:00: Summary 00:39: 🏠 Rediscovering life annuities with Etxea Capital Zoé Bach, Director of Development at Etxea Capital, presents the Etxea Novalife fund, which is transforming the life annuity market by combining sustainable investment and social impact. ✅ Focus: An innovative model: dedicated SCI, 100% life annuity purchases, strategic areas (Paris/Ile de France, Arc Atlantique, Lyon, Annecy). Performance and impact: SRI label, energy renovation, support for seniors' purchasing power. Controlled strategy: -46% discount and optimized life expectancy (80-84 years). With a return target of 7%, this diversified fund stands out for its sustainability and its human vision of life annuities. 06:33: 🌍 Nordea: A DNA based on ESG 🌱 David Benmussa, Executive Director of Nordea for France and Benelux, shares the ESG vision of this Nordic giant. ✅ On the program: Presentation of Nordea: A historic financial institution with essential expertise. ESG as DNA: How Nordic culture shapes Nordea's sustainable commitment. Fund focus: 2024 performances of Nordea European HY Bond, Global Equity Climate and the STARS range. 2025 in perspective: What are the market trends? 11:41: 💡 Valorissimo: a positive year in an uncertain environment Pierre Fequant, Sales Director of Valorissimo, looks back on a year 2024 marked by unexpected challenges and successes. ✅ On the program: Presentation of Valorissimo: A key player in the VEFA market. 2024 in figures: A better performance than in 2023 despite a difficult context. Key factors: The rise of second-time buyers and the Pinel dynamic before its extinction. 2025 in sight: LMNP and uncertainties in the face of the new PLF. 👉 Subscribe so you don't miss any of our upcoming videos! More info on: https://www.gestiondefortune.com/ https://www.investissementconseils.com/ https://www.professioncgp.com/

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