{"id":1945,"date":"2024-11-22T14:45:18","date_gmt":"2024-11-22T13:45:18","guid":{"rendered":"https:\/\/www.sequana-epargne.com\/sequana-epargne.com\/?page_id=1945"},"modified":"2025-05-21T15:32:30","modified_gmt":"2025-05-21T13:32:30","slug":"notre-proposition-de-valeur","status":"publish","type":"page","link":"https:\/\/www.sequana-epargne.com\/","title":{"rendered":"Pourquoi Nous ?"},"content":{"rendered":"\t\t
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Sequana Epargne et Patrimoine :\u00a0<\/strong><\/p>

Toute l’\u00e9pargne dans une boucle de la Seine !<\/strong><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Mario Petrachi,\u00a0<\/p>

Pr\u00e9sident fondateur<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\u00ab\u00a0Chaque \u00e9pargnant<\/b> m\u00e9rite de bons conseils et des produits d\u2019excellence.<\/b><\/p>

Sequana<\/b> Epargne<\/b> et<\/b> Patrimoine propose \u00e0 chaque famille des solutions sur mesure, construites en combinant les expertises des meilleurs sp\u00e9cialistes du monde entier, s\u00e9lectionn\u00e9s sur la base de leurs<\/b> performances,<\/b> de leur qualit\u00e9 de service et de leur solidit\u00e9 financi\u00e8re.\u00a0\u00bb<\/b><\/p>

contact@sequana-epargne.com<\/a><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Sequana Epargne et Patrimoine : <\/strong>une soci\u00e9t\u00e9 de conseil en gestion de patrimoine sp\u00e9cialis\u00e9e dans la mise en place de solutions d’\u00e9pargne sur mesure, en particulier en vue de la pr\u00e9paration \u00e0 la retraite.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Pour en savoir plus sur notre m\u00e9tier de Conseil en Gestion de Patrimoine, acc\u00e9dez \u00e0 la video de notre association professionnelle, la CNCGP, en cliquant ici<\/a>\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Notre raison d’\u00eatre :<\/strong>\u00a0 offrir \u00e0 chaque famille un conseil patrimonial\u00a0 personnalis\u00e9 et\u00a0 des solutions d\u2019\u00e9pargne\u00a0 de qualit\u00e9 comparable \u00e0 celle des meilleures banques priv\u00e9es.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Notre conviction <\/b>:<\/b>\u00a0la performance de l\u2019\u00e9pargne repose sur 3 principes fondamentaux\u00a0<\/p>

1) U<\/b><\/span>ne performance robuste se construit dans la dur\u00e9e <\/b>: l\u2019horizon d\u2019investissement, la programmation et la r\u00e9gularit\u00e9 des versements mais aussi des retraits sont des donn\u00e9es fondamentales,<\/span><\/p>

2)\u00a0Une diversification optimale, <\/b>\u00e0 la fois en termes de classes d\u2019actifs (actions, obligations, immobilier, fonds euro d’assurance vie, actifs priv\u00e9s non cot\u00e9s…) de zones g\u00e9ographiques, est essentielle : les opportunit\u00e9s d\u2019investissement sont mondiales et la diversification internationale d\u2019un portefeuille est d\u00e9sormais non seulement possible mais incontournable,<\/p>

3)\u00a0La s\u00e9lection des meilleurs supports de placement aupr\u00e8s des meilleurs experts mondiaux, ou \u00ab architecture ouverte \u00bb :<\/b>\u00a0nous ne proposons que des placements<\/b>\u00a0<\/b>s\u00e9lectionn\u00e9s sur <\/b>la base de crit\u00e8res de performance et de qualit\u00e9 tr\u00e8s stricts<\/b>. Nous ne travaillons qu\u2019avec des partenaires <\/b>de premier plan<\/b> \u2013 assureurs, soci\u00e9t\u00e9s de gestion, banques\u2026 – r\u00e9glement\u00e9s ou agr\u00e9\u00e9s par les autorit\u00e9 mon\u00e9taires et financi\u00e8res fran\u00e7aises (AMF, ACPR, Banque de France), \u00e0 la solidit\u00e9 financi\u00e8re indiscutable et qui se classent parmi les <\/b>meilleurs acteurs mondiaux <\/b>dans leur sp\u00e9cialit\u00e9<\/b>.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Sequana Epargne et Patrimoine :\u00a0 Toute l’\u00e9pargne dans une boucle de la Seine ! Mario Petrachi,\u00a0 Pr\u00e9sident fondateur \u00ab\u00a0Chaque \u00e9pargnant m\u00e9rite de bons conseils et des produits d\u2019excellence. Sequana Epargne et Patrimoine propose \u00e0 chaque famille des solutions sur mesure, construites en combinant les expertises des meilleurs sp\u00e9cialistes du monde entier, s\u00e9lectionn\u00e9s sur la base […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"ocean_post_layout":"","ocean_both_sidebars_style":"","ocean_both_sidebars_content_width":0,"ocean_both_sidebars_sidebars_width":0,"ocean_sidebar":"","ocean_second_sidebar":"","ocean_disable_margins":"enable","ocean_add_body_class":"","ocean_shortcode_before_top_bar":"","ocean_shortcode_after_top_bar":"","ocean_shortcode_before_header":"","ocean_shortcode_after_header":"","ocean_has_shortcode":"","ocean_shortcode_after_title":"","ocean_shortcode_before_footer_widgets":"","ocean_shortcode_after_footer_widgets":"","ocean_shortcode_before_footer_bottom":"","ocean_shortcode_after_footer_bottom":"","ocean_display_top_bar":"default","ocean_display_header":"default","ocean_header_style":"","ocean_center_header_left_menu":"","ocean_custom_header_template":"","ocean_custom_logo":0,"ocean_custom_retina_logo":0,"ocean_custom_logo_max_width":0,"ocean_custom_logo_tablet_max_width":0,"ocean_custom_logo_mobile_max_width":0,"ocean_custom_logo_max_height":0,"ocean_custom_logo_tablet_max_height":0,"ocean_custom_logo_mobile_max_height":0,"ocean_header_custom_menu":"","ocean_menu_typo_font_family":"","ocean_menu_typo_font_subset":"","ocean_menu_typo_font_size":0,"ocean_menu_typo_font_size_tablet":0,"ocean_menu_typo_font_size_mobile":0,"ocean_menu_typo_font_size_unit":"px","ocean_menu_typo_font_weight":"","ocean_menu_typo_font_weight_tablet":"","ocean_menu_typo_font_weight_mobile":"","ocean_menu_typo_transform":"","ocean_menu_typo_transform_tablet":"","ocean_menu_typo_transform_mobile":"","ocean_menu_typo_line_height":0,"ocean_menu_typo_line_height_tablet":0,"ocean_menu_typo_line_height_mobile":0,"ocean_menu_typo_line_height_unit":"","ocean_menu_typo_spacing":0,"ocean_menu_typo_spacing_tablet":0,"ocean_menu_typo_spacing_mobile":0,"ocean_menu_typo_spacing_unit":"","ocean_menu_link_color":"","ocean_menu_link_color_hover":"","ocean_menu_link_color_active":"","ocean_menu_link_background":"","ocean_menu_link_hover_background":"","ocean_menu_link_active_background":"","ocean_menu_social_links_bg":"","ocean_menu_social_hover_links_bg":"","ocean_menu_social_links_color":"","ocean_menu_social_hover_links_color":"","ocean_disable_title":"default","ocean_disable_heading":"default","ocean_post_title":"","ocean_post_subheading":"","ocean_post_title_style":"","ocean_post_title_background_color":"","ocean_post_title_background":0,"ocean_post_title_bg_image_position":"","ocean_post_title_bg_image_attachment":"","ocean_post_title_bg_image_repeat":"","ocean_post_title_bg_image_size":"","ocean_post_title_height":0,"ocean_post_title_bg_overlay":0.5,"ocean_post_title_bg_overlay_color":"","ocean_disable_breadcrumbs":"default","ocean_breadcrumbs_color":"","ocean_breadcrumbs_separator_color":"","ocean_breadcrumbs_links_color":"","ocean_breadcrumbs_links_hover_color":"","ocean_display_footer_widgets":"default","ocean_display_footer_bottom":"default","ocean_custom_footer_template":"","footnotes":""},"class_list":["post-1945","page","type-page","status-publish","hentry","entry"],"_links":{"self":[{"href":"https:\/\/www.sequana-epargne.com\/index.php?rest_route=\/wp\/v2\/pages\/1945","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sequana-epargne.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.sequana-epargne.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.sequana-epargne.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sequana-epargne.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1945"}],"version-history":[{"count":175,"href":"https:\/\/www.sequana-epargne.com\/index.php?rest_route=\/wp\/v2\/pages\/1945\/revisions"}],"predecessor-version":[{"id":2818,"href":"https:\/\/www.sequana-epargne.com\/index.php?rest_route=\/wp\/v2\/pages\/1945\/revisions\/2818"}],"wp:attachment":[{"href":"https:\/\/www.sequana-epargne.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1945"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}