French pioneers in the design of bespoke open-architecture solutions, we regularly extend our offering to include innovative and high-value investment solutions such as private debt and fund distribution. Pedagogy and knowledge sharing are central to the service we offer our investors.
Our mission
Design bespoke and forward-thinking investment solutions
We provide access to a wide range of innovative products available to wealth managers, corporates and institutional investors. Our proven expertise and strong relationships with French and international banks enable us to offer privileged access to the market.
Since 2008, CMF has adopted a customized approach that values innovation and pedagogy, with a strong focus on simplifying what is complex.
Pierre doize, President
Our advantages
A top-tier company with 15 years of experience
An entrepreneurial and agile structure operating in a collegial spirit
An open-architecture approach that guarantees our independence
A senior team with 15 to 20 years of experience
Our process
Analyse: We discuss your specific needs and investment objectives with you. We also analyze the market environment to take into account all financial conditions.
Advice: We define your investment priorities and convert your needs into investment solutions. Education about the investment framework is at the heart of our service.
Solution: We offer a wide range of solutions: structured products, AMCs, funds and private debt. We provide the most relevant solutions according to the needs and the market environment.
Selection: We work with the investor to select the best opportunity.
Post-trade support: We provide personalized support and follow-up throughout the product's life cycle.
Our ability to understand the market and your needs ensures relevance and responsiveness
Support
We assist you during each step of your investment strategy
Performance
We offer relevant and efficient solutions at the best price thanks to our open architecture
Innovation
We provide objective and independent advice and propose innovative investment ideas
Some of our partners
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