Andante Invest helps you achieve your financial goals by providing personalized advice tailored to your needs.
About us
Our approach
Our approach is based on a proven methodology:
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In-depth study of our customers' profiles and constraints
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Definition and validation of their objectives
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Development of a strategy
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Implementation of investment decisions
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Ongoing monitoring of investment proposals.
Who we are
Jérôme Ricatto, founder of Andante Invest, holds a BA (Honours) in International Business Administration from Northumbria University in Newcastle-upon-Tyne, as well as a Mastère Spécialisé in Engineering and International Wealth Management from Skema Business School.
“After more than twenty years as an Investment Manager with leading international companies, dedicated to managing portfolios mainly for institutional clients (large corporations, pension and retirement institutions, private banks in particular), I have decided to put all my expertise at the service of private clients expecting the best for their wealth.”
Our mission
Defining the Client’s Management Objective
The first step in our process is to understand your financial objectives. We know that every client is unique, which is why we take the time to understand your specific needs. Whether you want to prepare for retirement, fund your children's education, or simply grow your financial assets, we're here to help.
Investment preservation
Once your objectives have been defined, we will help you to optimize the risk/return profile of your investment portfolio, so as to preserve it throughout its lifetime.
Our vision
Expert knowledge
The success of our wealth management business depends on our in-depth knowledge of our clients' investor profiles, and on offering investment solutions that are fully in line with their objectives.
A commitment
To provide you with personalized solutions, drawing on our expertise acquired with major institutional investors. We work with you to serve your best interests, and accompany you through every phase of your wealth development.
An objective
To follow market trends in order to offer you the best investment opportunities and the advice you need to make informed investment decisions.
To assist you in selecting your investments, while leaving you in control of your investment decisions.
Contact
In accordance with article L. 541-4 of the Monetary and Financial Code, Andante Invest SAS is a member of ANACOFI-CIF, the national association of CIF financial advisers.
Andante Invest SAS is registered with ORIAS under number 25000137.
Andante Invest SAS has professional indemnity insurance for its financial investment advice business, underwritten by AIG Europe SA.