Independent wealth advisory, founded by Nicolas Cabouat.

Libeccio Conseil is a wealth management advisory firm, founded by Nicolas Cabouat in June 2017, to offer tailored, independent, trust-based wealth guidance.

Since 2017

Over 30 years of experience in financial markets.

Libeccio Conseil is a wealth management advisory firm, founded by Nicolas Cabouat in June 2017.

Nicolas Cabouat brings more than thirty years in financial markets to his clients, first as a fund manager, then as a derivatives trader specialised in options and swaps on equity indices, individual equities and interest rates.

Libeccio Conseil supports individuals and businesses in managing both private and professional wealth.

A deliberately limited number of clients makes it possible to offer each one sustained attention and strong availability through a direct, personal relationship.

What guides the advisory

Eight values at the core of the relationship.

Freedom

Independence

Building

Listening

Trust

Creativity

Initiative

Openness

A wealth craftsman

A generalist view, in service of free choice.

Libeccio Conseil sees itself as a wealth craftsman — an independent, human-scale practice able to match the quality of guidance offered by large institutions.

Libeccio Conseil seeks investments suited to its clients, not the other way round: with no capital or contractual ties to a financial institution, there is no obligation to recommend any specific product, and solutions are selected freely for each client’s situation.

Libeccio Conseil acts as a generalist in wealth matters, calling on legal, tax or real estate specialists whenever needed, while keeping an overall view and long-term follow-up.

The approach is global: it takes account of all financial, tax and personal constraints to preserve the overall balance of the client’s wealth. It notably covers financial portfolios and income-producing real estate.

This profession is built on trust: it is what allows a useful, satisfying relationship to grow over time, for the client and the advisor alike. Client satisfaction directly underpins the long-term sustainability of Libeccio Conseil.

Libeccio Conseil’s compensation combines defined advisory fees with commissions or retrocessions paid by partners — all of it disclosed and explained to each client.

How the guidance unfolds

A four-step method.

1

Getting acquainted

This first meeting introduces Libeccio Conseil and its approach to wealth advisory, reviews the client’s situation to identify needs, aspirations and constraints, and concludes with an engagement letter setting out the process and its financial terms.

2

Wealth strategy

This study assesses how, and by which means, certain aspects of wealth management can be optimised, taking into account family and professional circumstances and personal objectives.

3

The wealth assessment

A detailed analysis covers the civil, legal, financial, tax and social dimensions of the client’s wealth.

4

Implementation and follow-up

Libeccio Conseil carries out the resulting action plan, strictly following the defined recommendations, with regular follow-up adapted to changes in the client’s situation and the markets.

Over the long term

An available, visible and competent advisor.

In an era of growing digitalisation and automated platforms, Libeccio Conseil is committed to remaining an available, visible and competent point of contact.