Company Performance Metrics
Talence Patrival is an independent asset management firm that provides private wealth management, collective investment management, and patrimonial engineering services. The company supports private investors, families, business owners, and institutional clients with tailored portfolio management, asset allocation, and advisory mandates. Its
private management offering covers issues such as asset diversification, holding company cash management, retirement preparation, and complementary income generation. Talence Patrival also manages a range of open-ended and dedicated funds across French, European, and international equities, diversified strategies, and fixed income, including responsible investment products. Its patrimonial engineering team designs global wealth and tax planning strategies, assists with business and private asset transfers, succession planning, and the structuring of philanthropic projects.
