Premium mortgage and investment specialists

Premium mortgage and investment specialists

RFP designs and sources tailor-made financial solutions for international high net worth individuals investing in French real estate. We work by referral only from international lawyers, notaires, advisors and premium real estate brokers.

Discover our services

More than brokers

International high net worth individuals require personalised and specific advice to be able to invest in France the right way. As financial advisors by your side, truly, we focus on understanding your tax and legal situation in France and in your country of residence to design a strategy, and then find a financial solution that will be a perfect match for your project.

Premium mortgages

RFP is the leading advisor in premium real estate mortgage lending, helping international private individuals purchase French luxury properties. We can source many different kinds of loans, depending on your situation and expectations, in order to bring you the best possible solution for your specific needs.

Investment advisory

We help future and present French residents manage their wealth and optimize their financial assets to their new situation. We source the most relevant investments for your project from a wide range of opportunities and help you manage and develop your wealth on a long-term basis.

A tailor-made, dedicated service that will meet your expectations

A non-resident's investment strategy has complex tax and legal implications in France and in his country of residence. RFP's know-how lies in its capacity to integrate all these aspects to define and set up the best possible financial solution for each specific investment project.

Time: your most precious asset

For almost two decades we have developed and set up the best practices, processes and networks dedicated to international high net worth individuals investing in French real estate. We will save you a precious amount of time by taking care of all the different aspects of your financial solution.

Communication is key

Our team is multilingual and at your disposal to interact with you and your advisors in your own language.

The only advisors specializing in international clients

30 years of expertise

After he worked in various European private banks for 15 years, Yves Derrien founded RFP in 2003. He and the RFP team have gained an unrivaled expertise in assisting private international individuals set up and optimize their real estate and financial assets in France.

A highly skilled team working by your side. Truly.

Our dedicated team of advisors is multicultural and has a rich experience with international private clients, understanding both your language and culture. They will work in your best interest only to design and set up the best possible solution for you.

An extensive network of banks all over Europe

As banking legislation and practices are different in each country, RFP has developed a network of partners in 7 European countries to be able to source the most suitable solution for you.

Our clients

International

We have clients in more than 25 countries in the world.

EU and non-EU

They come from and outside the European Union, including U.S. persons.

HNWI and companies

We serve private individuals, commercial and civil companies as well as foreign entities such as trusts and foundations.

Special situations

We are accustomed to clients with specific income structures, such as beneficiaries from trusts, BVI, or private individuals living from their capital.

Financial advisors by your side. Truly.

Our mission is to provide you with the best possible financial solution and make your investment projects in France an easier experience.

Since the beginning, our values have remained the very same.

Unbiased

RFP is not tied to any financial institution. We do not get any retrocession from our partners in order to avoid any conflict of interest. We are free to deal with any bank, as long as it offers the best possible deal for you.

Transparent

Our process and fee structure is simple and clear, disclosed to you in detail and in advance. We inform you of the ongoing developments on a regular basis.

Dedicated

We are committed to the success of your project and get paid only if you decide to choose the solution we provided. You will interact with a single advisor, reachable on a constant basis, who will handle your project from A to Z.

A simple process

We start with your situation to find and set up the best suitable financial solution. Our long-time experience with international clients has allowed us to develop a strong and efficient methodology to solve even the most complex cases.

1. First meeting

We start with your situation to find and set up the best suitable financial solution.

2. We define a strategy

Then, we analyse your situation and your project, taking into account your tax and legal situation in France and in your country of residence in order to design the best possible financial strategy.

3. We collect the documents

Once we agree on a strategy, we will collect all the data and documents from you so we can sharpen the strategy, build up a file and approach the banks.

4. We gather opportunities

When the file is ready, we look for the best mortgage or investment solutions available on the market and come up with a set of opportunities.

5. We set up the solution

Finally, once we pick up a solution together, we negotiate with the selected financial institution and deliver the solution, monitoring the process until the deal is closed.

A transparent, mission-based success fee

We work on the basis of a success fee only, which is assessed and disclosed after our first meeting, depending on the complexity of your project. We do not get any commissions from the banks, which allows us to always work in your best interest.

Our team

We assembled a multilingual and multicultural team with complementary skills to provide our international clients with the highest quality of service.

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Yves DERRIEN - Chairman and Founder

Yves started his banking career in 1986 with international clients and decided to start RFP in 2003 to work by their side. Truly. He speaks French, English, German and some Japanese.

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Sophie JEANNE - Senior Advisor

Sophie has a 15-year experience in private banking, specializing in real estate lending for private international clients. A business school graduate, she speaks French, English and German.

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Julia POLJAKOW - Senior Advisor

Previously a lawyer holding degrees in both France and Germany, Julia has more than 8 years of experience in international law and tax legislation. She speaks German, Russian, French and English.

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Cannelle ROUX - Junior Advisor

A fresh business school graduate with a Master's degree in Wealth Management, Cannelle joined RFP in 2017. She speaks French, English and Italian.

Address

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

Office phone

+33 4 22 46 09 80

Contact us