AMF
French Financial Markets AuthorityProfessional certification concerning essential knowledge of financial markets and instruments.
Private wealth advisory · Paris
Shape yourwealth future.
AETERNAM supports individuals, families and business owners in organising, enhancing and passing on their wealth.
Personalised adviceComprehensive viewLong-term guidance
Didier Regina
CIF · Financial Investment Adviser
Wealth Management Advice
Expert in Wealth Optimisation and Transmission
AETERNAM
Regulatory authorisations
and higher education.
Essential certifications for professional advice, combined with in-depth wealth management expertise.
Authorisations & certifications
AMF Sustainable Finance
Responsible financeCertification dedicated to environmental, social and governance considerations applied to finance.
IAS
InsuranceInsurance intermediation and support for protection requirements.
IOBSP
FinancingIntermediation in banking operations and payment services.
Real Estate
Property wealthIntegration of property considerations into a comprehensive wealth strategy.
Higher education
MASTER 1Wealth Management Adviser
MASTER 2 EOTPExpert in Wealth Optimisation and Transmission — in progress
AETERNAM
Clear vision.
Serene choices.
Enduring wealth.
Your wealth strategy is designed around your projects, your values and your time horizon. It is built with method, discernment and exacting standards.
Your wealth.
A comprehensive strategy.
A visual reading of the principal levers supporting the structure of your goals.
TaxationOrganise
AETERNAMWealth strategy
RetirementAnticipate
InvestmentsEnhance
TransmissionPass on
ProtectionProtect
Business ownersStructure
01 · Understand
Your position
Income, assets, commitments, taxation and life projects.
02 · Design
Your strategy
Priorities, coherent solutions and fully informed decisions.
03 · Sustain
Your journey
Attentive monitoring and adjustments as your goals evolve.
Your wealth goals
Dedicated expertise
for every ambition.
Taxation
Optimise your taxation
Identify appropriate arrangements and align every decision with a coherent wealth strategy.
Discover ›Investments
Enhance your savings
Build an allocation suited to your aims, horizon and sensitivity to risk.
Discover ›Property
Develop your assets
Balance acquisition, financing, return and taxation with a lasting perspective.
Discover ›Protection
Protect your loved ones
Strengthen family and professional protection throughout life’s milestones.
Discover ›Retirement
Prepare your future
Anticipate future income and preserve your freedom of choice over time.
Discover ›Transmission
Pass on harmoniously
Organise the passing on of your wealth in accordance with your family intentions.
Discover ›Wealth engineering
Comprehensive expertise.
A lasting relationship.
Your wealth reflects your choices, responsibilities and aspirations. AETERNAM approaches it as a whole to design a demanding, intelligible strategy.
Discover the firm ›Wealth review
A structured view of your assets, cash flows, commitments and aims.
Wealth taxation
A precise analysis of the solutions suited to your circumstances.
Investment
Diversification designed with method and discernment.
Transmission
An organisation attentive to your loved ones and intentions.
Founder
Didier Regina
As a wealth management adviser, I assist clients in structuring, enhancing and passing on their wealth.
Each engagement is grounded in attentive listening, in-depth analysis and a constant commitment to making wealth decisions clearer, more coherent and more serene.
Our method
Simple in form.
Exacting in substance.
01 · Discuss
Understand
Clarify your position, your projects and your priorities.
02 · Analyse
Structure
Examine your wealth, tax and financial considerations.
03 · Recommend
Decide
Present a clear, reasoned and proportionate strategy.
04 · Monitor
Sustain
Adjust the strategy as your ambitions evolve.
Consultation
Let us shape your
wealth strategy.
A consultation identifies your priority objectives and the most appropriate framework for support.