Maxime Leroy

- Selling Life Insurance and Savings all over France to Independant Wealth Managers;
- Providing Trainings to Financial Advisors concerning taxes, laws and finance.

Experts in Asset Management for expatriates and French residents

An overall perception of assets (Finance, Life insurance, Property, Pensions...)

A one-to-one relationship wherever you are

Leading partners

Independence leading to perfectly tailored products


Equance: an International Group; the Architect of your Assets
The Equance Group is the fruit of 20 years' experience in Analysis, Auditing and Asset Management Consultancy.
International experience acquired through the thousands of customers who have followed its consultants' recommendations has provided it with highly valued up-to-the minute skill, unanimously recognised both by investors resident in France and expatriates.
The company is based in Montpellier and has a multidisciplinary team of professionals comprised of lawyers and tax specialists. With its high level of responsiveness, Equance has made its customer services the reference for its entire activity.

Equance's range of products relies on leading national and international corporations, responding to short, medium and long-term needs.

Our reputation is built upon:
- The expertise of our team of Asset Management Consultants,
- The quality of our partners and suppliers,
- The individual attention provided by the close relations between investor and advisor.

Equance is a member of the CGPC (Conseils en Gestion de Patrimoine Certifiés - Certified Asset Management Consultancy), the CIP (Chambre des Indépendants du Patrimoine - Chamber of Independent Property Experts), the FNAIM (Fédération Nationale des Agents Immobiliers - National Estate Agents Federation) and the FCA (Fédération Française des Courtiers d'Assurances - French Insurance Brokers Federation).