- Canet-en-Roussillon
- Saint-Cyprien
- Argelès-sur-mer
- Sainte-Marie-la-mer
- Port-Vendres
- Banyuls-sur-Mer
- Montesquieu-des-Albères
Your wealth management agency
- Asset management is a matter of trust -
That's why Dauthuille Conseil Patrimoine (D.C.P.), represented by Hervé Dauthuille, attaches particular value to a personalised and reliable partnership in all matters relating to your assets.
To achieve this, I believe it is essential to be a professional partner (holder of the DESS Ingénierie du Patrimoine diploma, Master's grade), who develops and implements a fully personalised global approach, in line with your asset requirements.
This partnership must respect professional secrecy and the protection of your personal data.
I have 19 years' professional experience.
The skills
Financial investments
Real estate
Wealth management
- Wealth management ? -
Dauthuille Conseil Patrimoine advises and supports you in managing and optimising your assets through 3 areas of activity: asset management advice, financial investments and real estate (buying and selling old and new properties, tax exemption, credit support).
The 5 main values I am committed to are: sincerity, listening, human relations, trust and responsiveness.
My area of operation
To meet all your requirements, I work mainly within a 200 km radius of Perpignan, and particularly in :
To find out more
- Don't hesitate to contact me -
D.C.P. (DAUTHUILLE CONSEIL PATRIMOINE) is a limited liability company with capital of 2,000 euros, registered with the Registre du Commerce et des Sociétés de Perpignan under number 847 519 535.
Its registered office is located at 27 rue des embruns in Perpignan (66000).
D.C.P., via its representative and manager Hervé DAUTHUILLE, a wealth management advisor, carries out the activities of insurance broker, financial investment advisor (CIF) and is registered with the unique register of insurance, banking and finance intermediaries (ORIAS) under the registration number 19001536 (www.orias.fr).
D.C.P. is a member of the professional associations ANACOFI-COURTAGE and ANACOFI-CIF.
The supervisory authorities responsible for its activities can be consulted on their respective websites: acpr.banque-france.fr and www.amf-france.org.
The competent consumer mediator for insurance and CIF activities is: ANM CONSO, 62 rue Tiquetonne, 75002 PARIS / contact@anm-mediation.com
If it is a question of overall monitoring of assets (excluding investments for which DAUTHUILLE CONSEIL PATRIMOINE is the intermediary) on a regular basis, then either the number of hours of work will be calculated and invoiced at 150 euros per hour inclusive of tax, or a basis of 0.80% inclusive of tax will be calculated on the financial assets to be monitored, which will make it possible to determine an overall annual fee in both cases.
In the case of investments for which DAUTHUILLE CONSEIL PATRIMOINE is the intermediary, the remuneration will be based, for the investment contract concerned, on the payment charges, the management charges for the contract and/or the management companies, and the arbitration charges.
D.C.P. agency, through its representative Hervé Dauthuille, holds the professional real estate agent's card n° 66012019000039361 issued by the Perpignan Chamber of Commerce and Industry on 11/02/2022, in particular in respect of its regulated activity as a real estate agent for property and business transactions.
As a professional estate agent for transactions, D.C.P. is a member of a professional association with ANACOFI-IMMO.
This activity is regulated by professional rules, in particular the Loi Hoguet.
The competent consumer mediator for this activity of estate agent in transaction is: ANM CONSO, 62 rue Tiquetonne, 75002 PARIS / contact@anm-mediation.com
For the activity of estate agent in transaction, the remuneration is defined by the attached scale:
As a controlled and regulated professional, I have professional indemnity insurance and financial guarantees with the insurer MMA IARD under contract no. 114240090.
Its intra-Community VAT number is FR 49 847519535.
Adresse
27 Rue des Embruns, 66 000 Perpignan
Téléphone
E-mail
Please do not hesitate to contact me
** Les données personnelles communiquées sont nécessaires aux fins de vous contacter et sont enregistrées dans un fichier informatisé. Elles sont destinées à Dauthuille Conseil Patrimoine et ses sous-traitants dans le seul but de répondre à votre message. Les données collectées seront communiquées aux seuls destinataires suivants: Dauthuille Conseil Patrimoine 27 Rue des Embruns, 66 000 Perpignan dauthuille.dcp@orange.fr. Vous disposez de droits d’accès, de rectification, d’effacement, de portabilité, de limitation, d’opposition, de retrait de votre consentement à tout moment et du droit d’introduire une réclamation auprès d’une autorité de contrôle, ainsi que d’organiser le sort de vos données post-mortem. Vous pouvez exercer ces droits par voie postale à l'adresse 27 Rue des Embruns, 66 000 Perpignan ou par courrier électronique à l'adresse dauthuille.dcp@orange.fr. Un justificatif d'identité pourra vous être demandé. Nous conservons vos données pendant la période de prise de contact puis pendant la durée de prescription légale aux fins probatoires et de gestion des contentieux. Vous avez le droit de vous inscrire sur la liste d'opposition au démarchage téléphonique, disponible à cette adresse: Bloctel.gouv.fr. Consultez le site cnil.fr pour plus d’informations sur vos droits.