DTB Wealth Management associate partner of VIA International

Financial Services - Toulouse, Occitanie, France

DTB Wealth Management associate partner of VIA International Employees
Daniel Butcher

Managing Director & Financial Adviser

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Marie Leber

Assistante bilingue anglais

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DTB Wealth Management associate partner of VIA International Senior Management
Daniel Butcher

Managing Director & Financial Adviser

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DTB Wealth Management associate partner of VIA International Details

Built on a desire to help British expats and French inpatriates with their complex legal and financial needs, Daniel Butcher – an "Assurance Vie" specialist who is qualified in International Family Law and previously worked for AXA France as a QROPs inspector – created DTB Wealth Management in April 2018. DTB Wealth Management is part of the Via Network, a "Conseil en Gestion de Patrimoine" (CGP), which supports British expats living in France and French inpatriates returning from the UK.CGP, is a "profession libérale" exercised by notaires, chartered accountants, lawyers and real estate agents. Our team is officially qualified in these areas, so we are recognised experts in tax, legal, social, financial, insurance, banking and real estate matters.Our company is run by British expats, who are also French, having been educated and working in France for most of their lives while evolving alongside the British community. The team's French qualifications and native British sensibility offer a unique fusion of knowledge and know-how of the languages, structures and cultures of both France and the UK, which is highly valuable and advantageous for our clients.DTB Wealth Management knows both systems inside out, which means we can find the best financial solutions you, our esteemed clients.VisionDTB Wealth Management's incomparable business model has been designed to empower you with the most lucrative legal and financial solutions. Our extensive experience means they are customised and perfectly aligned according to your needs and circumstances – past, present and future – in France and the UK.While we operate independently, we work with tried-and-tested partners in finance, banking, insurance, real estate, pension schemes and QROPs. You can be assured that we could only connect you with the very best.With offices all over France, we offer a local, personalized service wherever you are, along every step of your journey

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Employees: 3
HQ: 0033672344850
Location: Toulouse, Occitanie, France
Revenue:
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