Dubai-based Mondial has joined forces with Normandy insurance consulting and brokerage firm Buisson Assurances to launch an advice business in France.
Buisson Mondial SAS will target expats around the world seeking to retire in France; French nationals with French assets, as well as expats whose preference is to speak in French on investment matters.
The firm will offer retirement, financial advice, tax, insurance and estate planning services.
Sean Kelleher, chief executive of Mondial, said: “For years, the financial consultancy firms in the Middle East have been recommending largely Anglo-Saxon jurisdictions for investment schemes to French retirees returning to a Napoleonic Law environment.
“The biggest area of difference is in the handling of tax, where major savings and advantages can be gained through Buisson Mondial by investors with French-based interests.”
Guillaume Buisson, partner at Buisson Assurances and president of Buisson Mondial SAS, added: “We are well established under several French authorities including ORIAS and AMF. The same governance will apply to Buisson Mondial. This means that French returnees will enjoy regulatory protection on investments introduced to us from outside the country, and support before their return.”
