In a wealth management world marked by the growing complexity of decisions and the multiplication of solutions, the question is no longer simply one of performance, but of the meaning of advice.
Created as a company with a mission, Veridia Finance prides itself on an approach based on transparency, education and lasting alignment with its customers' interests.
In this interview, the founders share their vision of wealth advice and the principles that structure their day-to-day commitment.
What inspired you to set up Veridia Finance? What role do you wish to play with your customers today, and how does this project reflect your vision of wealth management advice?
Veridia Finance was born out of the shared desire of its three partners - Pierre Madec, Valentino Seu and Nicolas Pagès - to restore meaning and clarity to wealth management advice. Our starting point was the same: customers need tailor-made advice, more information to help them better understand the decisions they make, and greater transparency in terms of remuneration.
In creating Veridia Finance as a company with a mission, we wanted to take on a clear role: that of a responsible advisor, totally transparent and fully aligned with our customers' interests, capable of explaining, structuring and supporting long-term wealth management decisions.
You place listening, personalization and a long-term approach at the heart of your approach. How would you define the kind of advice you seek to embody on a daily basis?
The kind of advice we embody on a daily basis is transparent, educational and deeply human. Being a company with a mission means taking the time to explain, to make complex issues understandable, and to enable customers to make fully-informed decisions.
Performance is only valuable if it is part of transparent, comprehensible advice aligned with the customer's life project - Pierre Madec, co-founder
Listening and personalization are not marketing concepts, but operational requirements: every recommendation must be understood, justified and adapted to the customer's specific situation, with a view to the long term and shared responsibility.
In an environment where performance is often approached in a fragmented way, you favor a global reading of wealth situations. How do you support your customers in structuring decisions in line with their profile, objectives and life horizon?
Our mission leads us to go beyond a purely financial approach to performance. At Veridia Finance, we work with our customers on the basis of a global understanding of their wealth situation, integrating financial, tax, legal and personal aspects.
Transparency is key: we explain the stakes, risks, trade-offs and time horizons involved in each decision. Our aim is not to achieve isolated performance, but to build coherent, comprehensible strategies aligned with the client's life project. Our status as a company with a mission obliges us to do this: we must defend the customer's interests above all else.
You chose to operate as an "enterprise with a mission" right from the start. What kind of responsibility does this entail when it comes to long-term wealth management decisions, and what is your vision for Veridia Finance in the years ahead?
Being a company with a mission implies a strong responsibility: that of exercising the profession of wealth management advisor ethically, responsibly and transparently. Our mission is enshrined in the company's bylaws, and is accompanied by a series of criteria that must be respected to ensure that it is carried out.
For the three partners, this is a structuring commitment that guides every recommendation and every client relationship. In the future, we aim to make Veridia Finance a firm recognized for the quality of its advice, its exemplary transparency and its ability to embody a new generation of wealth management, more responsible and better aligned with clients' real interests.
This article has been automatically translated using Breeze, powered by DeepL.