RFP, a team of two international financial advisors – and growing

Yves Derrien RFP
YVES DERRIEN
founded RFP in 2003. Prior to that, he has held various positions in leading financial institutions for twenty five years: HSBC (Paris and Cannes), Crédit Agricole Indosuez (Monaco and Zürich). Yves speaks French, English, German and some Japanese and is in charge of financing and mortgages.

Alexandre Borie RFP
ALEXANDRE BORIE
is a former FinTech entrepreneur. Graduate from SKEMA Business School with a Master’s Degree in financial markets, he has eight years private banking experience, including at Credit Suisse and is in charge of Financial Advisory at RFP. He speaks French, English and German.

    1. Introductory meeting
    2. Goal setting and assignment agreement
    3. Analysis of client documents, delivery of a written report and plan
    4. Meeting to agree on RFP plan
    5. Implementation and follow-up
  • We have a holistic approach to financial advisory and rely on the expertise of our partners.
  • For financial advisory, under current French regulations, our clients pay fees to the bank or the insurance company and part of them are transferred to RFP, the intermediary. We inform our client of the breakdown of fees between the financial institution and RFP.

    For mortgages, our fee is a success fee and paid by the client. Other services will be quoted separately.

    The value of investments and the income from them can fall as well as rise, and you may not recover the amount of your original investment.

 

RFP is accredited by the French standard regulators to conduct their assignments as Independent Financial Advisors:

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RFP orias logo

RFP amf logo

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Financial advisors by your side. Truly.

950 route des Colles - Les Templiers
06410 Biot Sophia Antipolis
France

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