{"id":1996,"date":"2024-11-22T15:32:27","date_gmt":"2024-11-22T14:32:27","guid":{"rendered":"https:\/\/www.sequana-epargne.com\/sequana-epargne.com\/?page_id=1996"},"modified":"2025-01-27T19:16:04","modified_gmt":"2025-01-27T18:16:04","slug":"des-conseils-et-solutions-depargne-sur-mesure","status":"publish","type":"page","link":"https:\/\/www.sequana-epargne.com\/?page_id=1996","title":{"rendered":"Des conseils et solutions d&#8217;\u00e9pargne sur mesure"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"1996\" class=\"elementor elementor-1996\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e46dc23 e-flex e-con-boxed e-con e-parent\" data-id=\"e46dc23\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3ee948b elementor-widget elementor-widget-text-editor\" data-id=\"3ee948b\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><strong>Des conseils et des solutions d&#8217;\u00e9pargne sur mesure<\/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<div class=\"elementor-element elementor-element-bcee693 e-flex e-con-boxed e-con e-parent\" data-id=\"bcee693\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5c05580 elementor-widget elementor-widget-text-editor\" data-id=\"5c05580\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><strong>Notre approche repose sur 4 piliers : <\/strong>s\u00e9lectionner, \u00e9couter, informer, diversifier\u00a0\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<div class=\"elementor-element elementor-element-8e52da6 e-flex e-con-boxed e-con e-parent\" data-id=\"8e52da6\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-cda8769 elementor-drop-cap-yes elementor-drop-cap-view-default elementor-widget elementor-widget-text-editor\" data-id=\"cda8769\" data-element_type=\"widget\" data-settings=\"{&quot;drop_cap&quot;:&quot;yes&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul><li><strong>S\u00e9lectionner :<\/strong> quelle que soit la solution d&#8217;\u00e9pargne envisag\u00e9e, contrat d&#8217;assurance vie, Plan d&#8217;Epargne Retraite, PEA, OPCVM actions ou obligataires, fonds immobiliers&#8230;, nous cherchons \u00e0 s\u00e9lectionner les <strong>meilleurs produits disponibles aupr\u00e8s de l&#8217;ensemble de nos <a href=\"https:\/\/www.sequana-epargne.com\/?page_id=929\">partenaires<\/a> \u00e0 la solidit\u00e9 financi\u00e8re, au savoir-faire et \u00e0 la r\u00e9putation indiscutable.\u00a0<\/strong><\/li><\/ul><ul><li><strong>\u00a0Ecouter :<\/strong> parce que chaque \u00e9pargnant et chaque famille est unique, nous prenons le temps de bien vous conna\u00eetre pour construire avec vous des solutions d&#8217;\u00e9pargne sur mesure, correspondant pr\u00e9cis\u00e9ment \u00e0 vos projets, objectifs d&#8217;investissement et pr\u00e9f\u00e9rences en mati\u00e8re de durabilit\u00e9 et d&#8217;investissements responsables.<\/li><\/ul><ul><li><strong>Informer<\/strong> : la gestion de l&#8217;\u00e9pargne combine plusieurs m\u00e9tiers et typologie d&#8217;acteurs : \u00e9conomie, banque, assurance, march\u00e9s financiers, gestion d&#8217;actif, fiscalit\u00e9, &#8230; nous souhaitons renforcer la culture financi\u00e8re de nos clients qui ne travaillent pas dans le secteur de l&#8217;\u00e9pargne, en leur apportant une bonne compr\u00e9hension de nos conseils d&#8217;investissement et une transparence maximale. C&#8217;est pourquoi nous nous assurons que le fonctionnement et la finalit\u00e9 de chaque support d&#8217;\u00e9pargne conseill\u00e9 soit bien compris par chacun de nos \u00e9pargnants<\/li><\/ul><ul><li><a href=\"https:\/\/www.sequana-epargne.com\/wp-admin\/post.php?post=2416&amp;action=elementor\"><strong>Diversifier.<\/strong> <\/a>La diversification est la base de notre m\u00e9tier et la cl\u00e9 de vo\u00fbte de nos conseils et de nos portefeuilles conseill\u00e9s sur mesure,\u00a0<span style=\"font-family: Poppins; font-size: 20px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;\">\u00e9labor\u00e9s \u00e0 partir d&#8217;une offre tr\u00e8s riche de fonds d&#8217;investissements performants, s\u00e9lectionn\u00e9s aupr\u00e8s des soci\u00e9t\u00e9s de gestion du monde entier<\/span>. Elle repose sur un principe simple: <strong>NE PAS METTRE TOUS SES OEUFS DANS LE MEME PANIER<\/strong>. C&#8217;est pourquoi <strong>les solutions que nous proposons sont tr\u00e8s diversifi\u00e9es<\/strong>: par classes d&#8217;actifs, et, en ce qui concerne les actions, par <strong>zones g\u00e9ographiques<\/strong>, <strong>secteurs d&#8217;activit\u00e9 et industries<\/strong>, log\u00e9s dans un minimum de 20 fonds g\u00e9r\u00e9s de fa\u00e7on diff\u00e9renci\u00e9e (diversifier n&#8217;est pas s&#8217;\u00e9parpiller&#8230;), qui repr\u00e9sentent <strong>plusieurs centaines de valeurs en portefeuille<\/strong>. Nous diversifions aussi les supports les mieux adapt\u00e9s \u00e0 chaque patrimoine (Assurance vie, PEA, PER, comptes titres&#8230;) fournis par les plus grands groupes financiers fran\u00e7ais ou europ\u00e9ens. Enfin,\u00a0 les versements et arbitrages programm\u00e9s permettent de lisser les points d&#8217;entr\u00e9e sur les diff\u00e9rentes classes d&#8217;actifs &#8211; et en particulier sur les actions &#8211; mettant en \u0153uvre un autre niveau de diversification : la <strong>diversification temporelle<\/strong>.<\/li><\/ul>\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\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Des conseils et des solutions d&#8217;\u00e9pargne sur mesure Notre approche repose sur 4 piliers : s\u00e9lectionner, \u00e9couter, informer, diversifier\u00a0\u00a0 S\u00e9lectionner : quelle que soit la solution d&#8217;\u00e9pargne envisag\u00e9e, contrat d&#8217;assurance vie, Plan d&#8217;Epargne Retraite, PEA, OPCVM actions ou obligataires, fonds immobiliers&#8230;, nous cherchons \u00e0 s\u00e9lectionner les meilleurs produits disponibles aupr\u00e8s de l&#8217;ensemble de nos partenaires [&hellip;]<\/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-1996","page","type-page","status-publish","hentry","entry"],"_links":{"self":[{"href":"https:\/\/www.sequana-epargne.com\/index.php?rest_route=\/wp\/v2\/pages\/1996","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=1996"}],"version-history":[{"count":43,"href":"https:\/\/www.sequana-epargne.com\/index.php?rest_route=\/wp\/v2\/pages\/1996\/revisions"}],"predecessor-version":[{"id":2712,"href":"https:\/\/www.sequana-epargne.com\/index.php?rest_route=\/wp\/v2\/pages\/1996\/revisions\/2712"}],"wp:attachment":[{"href":"https:\/\/www.sequana-epargne.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1996"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}