Program Overview

Master Gestion de Patrimoine Program

The Master Gestion de Patrimoine program is designed to provide students with a comprehensive understanding of wealth management, including legal, financial, and relational aspects. The program is divided into three certificates, each focusing on a specific area of expertise.

Program Objectives

The objective of the Master Gestion de Patrimoine program is to equip students with the knowledge and skills necessary to advise clients with rigor, pilot complex wealth management strategies, and develop a profitable business in a demanding regulatory environment.

Certificates

The program consists of three certificates, each with its own objectives and competencies:

• Certificate 1: Expertise Juridique et Fiscale
  • Objective: Secure and optimize wealth management decisions
  • Competencies:
    • Conduct a comprehensive wealth audit
    • Structure wealth taking into account marital regimes, succession, and taxation
    • Master complex structures (companies, bare ownership)
    • Anticipate national and international legal risks
• Certificate 2: Expertise Économique et Financière
  • Objective: Develop a high-performance and responsible investment strategy
  • Competencies:
    • Advise on financial and real estate investments
    • Integrate sustainable finance issues
    • Optimize taxation
    • Analyze risks
    • Accompany private equity investment, retirement, life insurance, and wealth credit
• Certificate 3: Relation Client Haut de Gamme
  • Objective: Develop a long-term trust relationship with clients
  • Competencies:
    • Decode the needs of a wealthy client
    • Adapt speech to an informed client
    • Build a tailored offer
    • Respect CGP regulations
    • Digitize the client approach
    • Set up a cabinet
    • Offer innovative solutions (art, philanthropy)

Pedagogical Methods

The program employs active and participatory pedagogy, including:

• Theoretical contributions and illustrations (PPT or videos)
• Case studies
• Individual reflective exercises and experimentation

Evaluation Methods

The Master Gestion de Patrimoine degree is awarded based on:

• Continuous assessment and one written exam session per block
• Writing a thesis and defending it

Program Team

The teaching team consists of both academics from the University of Paris Dauphine - PSL and professionals from the field, including:

• Frédéric Gonand, Professor of Economics, University of Paris Dauphine - PSL
• Amélie de Bryas, Doctor of Law, University of Paris Dauphine - PSL
• Anne Bascary, Director of Private Banking Center - BNP PARIBAS
• Meriem Ben-Salah Saint Michel, Lecturer at the University of Caen
• Didier Bensadon, Lecturer in Management Science at the University of Paris Dauphine - PSL
• Fabrice de Boissieu, Director - Grand Investors Banque Transatlantique
• Emmanuel Bouvenot, Wealth Engineer at BPE, Private Bank
• Delphine Brochand, Director of Fin'Art Consulting
• Aurélie Charvot, Lawyer at Charvot Avocat
• Valentin Chaudesaigues, Investment Manager at Eternam
• Joseph Gawer, Quantitative Research Manager at Natixis Investment Managers Solutions
• Etienne Guerin, Manager at Practis
• Rebecca Jacquin, SARL Jacquin & Associés Notaires
• Aloïs Kanyinda, Lecturer at the University of Reims and Paris Dauphine
• Éric Konqui, Consultant - Trainer - Coach
• Cyrille Kurzaj, Associate Lawyer, Kurzaj & Modicom
• Thomas Lefebvre, Scientific Director, MeilleursAgents and Associate Researcher, DRM
• Valérie Loisel, Associate Director at EY
• Arthur Maître, Manager - Cultural Heritage
• Valérie Mouchabac-Hutman, Wealth Management - Executive Directors | Director Bank
• Maxime Naghibi, Notary
• Nicolas Nicaise, Partner at Cultural Heritage
• Sophie Nouy, Director of the Wealth Expertise Pole at Cyrus Conseil
• Alexandre Olivier, Lawyer, Doctoral Student in Law at the University of Paris Cité
• Philippe Petrens, Private Banking Director - Banque Transatlantique
• Anastasia Savvateeva, Deputy Head of Financial Crime Compliance Continental Europe at Fidelity International in Luxembourg
• Camille de Soras, Co-managing Associate of Jiminy Conseil, a firm specializing in wealth management advice for people with disabilities and their families
• Quentin Viala, Manager - Cultural Heritage
• Werner Hoeffner, Lawyer, Doctor of Law, Fidal Avocats Law Firm - "Wealth Law" Department - Nice Office
• Flore Saulnier-Arrighi, Tax Specialist - Private Client Services
• Jerome Regnier, Manager - Global Employer Services
• Stéphanie Régnier-Richard, Wealth and Financial Engineer - Société Générale Private Banking

University Information

The University of Paris Dauphine - PSL is committed to providing high-quality education and research in the fields of economics, management, law, and social sciences. The university is accredited by the French Ministry of Higher Education and Research and is a member of the prestigious Université PSL (Paris Sciences & Lettres).