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Les Enveloppes
In today’s ever-changing financial landscape, the Retirement Savings Plan (PER) emerges as an essential pillar for secure and serene retirement planning. Specifically designed to meet the needs of French savers, the PER embodies a flexible and beneficial solution aimed at solidifying your financial future. At Apex Capital, we are committed to navigating the intricacies of …
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En savoir plusThe Equity Savings Plan (PEA) represents a tax initiative specifically designed to stimulate individual engagement in stock market investment. By focusing on European stocks, the PEA offers a unique opportunity to actively contribute to the real economy. In doing so, investors benefit from a preferential tax regime designed to optimize long-term returns. At Apex Capital, …
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En savoir plusLife insurance remains the preferred investment vehicle for French households, skillfully combining financial security, attractive potential returns, and advantageous tax benefits. As a versatile savings instrument, life insurance adapts to a multitude of personal and family objectives, whether it’s securing your retirement, financing an ambitious real estate project, or planning the transmission of your wealth …
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En savoir plusLuxembourg Life Insurance stands out as an essential savings and investment solution for those wishing to optimize their wealth on an international scale. Known for its legal and regulatory stability, tax benefits, and exceptional protection for investors, it increasingly attracts French residents seeking to diversify their investments while enhancing their financial security. Apex Capital is …
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En savoir plusThe brokerage account represents an investment platform of great versatility, designed to meet the needs of investors eager to explore all financial markets. Distinguished by its ease of use and exceptional flexibility, the brokerage account allows the creation of a diversified portfolio, including stocks, bonds, investment fund shares, and much more, without the geographical or …
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En savoir plusThe capitalization contract stands out as an essential financial instrument, allowing investors to diversify their portfolio through a wide range of assets such as stocks, bonds, and investment funds. Unique in its kind, this savings and investment product differs from life insurance in its legal structure, focusing exclusively on the financial aspect without covering death …
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Les Placements
Invest Securely with Apex Capital’s Money Market Funds At Apex Capital, we understand the importance of security in managing your wealth. Money market funds are investment solutions designed for clients seeking both stability and liquidity. With our expertise, we support you in optimizing your money market investments, whether you are based in Pau, Tarbes, Lourdes, …
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En savoir plusMutual funds, regardless of their structure, are key investment options in wealth management strategy. They offer investors the opportunity to invest in a mix of assets, managed specifically to adhere to the mandate for which the fund was created. This type of strategy allows investors to diversify their investments and access the expertise of the …
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En savoir plusOptimize Your Wealth with Bonds and Investment Funds from Apex Capital At Apex Capital, we provide comprehensive expertise to manage and grow your wealth through bonds and high-performing investment funds. Located near Pau, Tarbes, Lourdes, Biarritz, Anglet, Nay, Saint-Jean-de-Luz, and Bidart, we offer tailored solutions that align with your financial goals while considering local economic …
En savoir plusInvest with Simplicity and Efficiency through ETFs at Apex Capital At Apex Capital, we offer modern solutions tailored to your wealth management goals, including ETFs (Exchange Traded Funds). Highly regarded for their simplicity and low cost, ETFs provide instant diversification and passive management, making them an ideal tool for optimizing your portfolio. Based near Pau, …
En savoir plusGrow Your Wealth with Apex Capital’s Private Equity Solutions At Apex Capital, we offer our expertise in Private Equity to provide you with access to exclusive, high-potential investments. Based near Pau, Tarbes, Lourdes, Biarritz, Anglet, Nay, Saint-Jean-de-Luz, and Bidart, we provide tailored solutions aligned with your financial goals and risk tolerance. What is Private Equity? …
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En savoir plusOptimize Your Wealth with Apex Capital’s Structured Products At Apex Capital, we offer innovative and tailored investment solutions, including structured products. These financial instruments allow you to combine security and performance to meet your wealth management goals, whether you are based in Pau, Tarbes, Lourdes, Biarritz, Anglet, Nay, Saint-Jean-de-Luz, or Bidart. What Are Structured Products? …
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En savoir plusBoost Your Wealth with Hedge Funds from Apex Capital At Apex Capital, we leverage our expertise to enhance your wealth by offering alternative investment solutions such as hedge funds. Based near Pau, Tarbes, Lourdes, Biarritz, Anglet, Nay, Saint-Jean-de-Luz, and Bidart, we guide our clients in accessing innovative and high-performing financial strategies tailored to their goals. …
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Les Solutions pour dirigeants
The Company Savings Plan (PEE) is designed to enable employees of a company to build long-term savings with the financial support of their employer and within a favorable tax environment. This scheme promotes employee engagement by linking them to the company’s performance and development while offering an attractive savings opportunity. Apex Capital is committed to …
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En savoir plusThe Collective Retirement Savings Plan (PERCO) is an employee savings solution designed to help employees prepare for retirement with the support of their employer. Complementing the Company Savings Plan (PEE), the PERCO targets long-term investment, offering savings locked in until retirement, except in specific cases allowing for early withdrawal. Apex Capital is dedicated to providing …
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En savoir plusThe brokerage account positions itself as a bespoke wealth management and investment solution, catering to the specific requirements of executives and businesses. It offers flexible and diversified management of invested capital, providing access to a wide spectrum of financial assets. Advantages of the brokerage account •Asset diversification: With the brokerage account, invest in …
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En savoir plusA capitalization contract emerges as an essential financial investment solution for companies seeking optimal cash management and favorable taxation. Operating similarly to life insurance but distinguished by its legal and tax structure, the capitalization contract is a diversified investment vehicle (stocks, bonds, funds, etc.), ideal for companies looking to enhance their excess cash flow. …
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