Financial advisor in Nice
Who We Are
OptiFi is a wealth management firm based in Nice, specializing in financial advisory and credit brokerage. Our headquarters has been located in Nice (Côte d’Azur) since 2016. We are backed by the HF&M Associés group, which allows us to provide comprehensive and customized solutions to our clients. The firm was founded by Gary Vigier, an Industrial Systems Engineer who later worked as a Sales-Trader in some of the world’s leading financial markets. OptiFi has inherited this technical DNA, putting advisory services at the center of our focus.
Expert in Financial Wealth Management
We offer our expertise in financial wealth management to help you build, structure, or restructure your assets, whether you are a tax resident in France or abroad. Our expertise covers all aspects of wealth and financial advisory services.
We primarily work with clients who have at least 300,000 euros to invest. This is the level where we can deploy our technical expertise and implement tailor-made strategies that go far beyond the offerings of a traditional bank.
When you contact us, we conduct a comprehensive audit of your financial and asset situation to define the best wealth and financial strategy for you. This analysis enables us to make necessary adjustments to your portfolio, which may include tax optimization, estate planning, selecting investment products, and assisting with project financing.
Our goal is to provide you with the best advice and highest level of service, leveraging our experience in financial investments and market expertise. OptiFi is here to help you:
- Optimize your tax situation
- Guide you in choosing investment options
- Grow, enhance, and secure your wealth
- Plan for your retirement
- Organize the transfer of your assets in the best possible way
Our support methodology is backed by a range of technical tools, enabling us to present various scenarios for optimized wealth management.
The team
Gary Vigier
CEO and Wealth Management Advisor
Tanya Bencheva
Strategy Consultant & CEO of Native Spaces
Tanya Bencheva provides strategic direction and guidance to OptiFi, helping us offer competitive services and an optimized client experience. Tanya currently leads Native Spaces, an online platform aiming to become the leader in event planning. Before this, Tanya was an experienced strategy consultant who helped companies across various industries increase their revenues, differentiate themselves, and improve their margins through process enhancement. She also worked at Strategy& of the PwC group before becoming an independent consultant.
Our Approche
A personalized approach to consulting
Our Methodology
Each financial and asset situation is unique, which is why we emphasize listening to and understanding your specific needs. Before making any recommendations, we conduct a comprehensive audit to assess your current situation and future projects. Based on this assessment, we provide tailored advice. Our technical expertise is applied at several levels of the process:
- Financial engineering: analysis and recommendations on how to structure your assets to meet your goals.
- Partner and product selection: once the structure is finalized, we select the most suitable partners and financial products (we aren’t afraid to dig deep into the details).
- Continuous portfolio monitoring: ranging from basic compliance checks to ongoing and comprehensive optimization.
Clients choose their desired level of service. The quality of the relationship we establish with our clients, our sense of ethics, and confidentiality enable us to build the trust necessary for a long-term partnership. We invite you to check our Google page to see client reviews of our services.
Regulations
OptiFi is a regulated wealth management firm, registered with the Unified Register of Insurance, Banking, and Finance Intermediaries (ORIAS) under number 16001435 for the following activities:
- Financial Investment Advisor (CIF), registered under number E008387 with the National Association of Financial Advisors-CIF (ANACOFI-CIF), accredited by the Financial Markets Authority (AMF).
- Intermediary for Banking Operations and Payment Services (MIOBSP).
- Insurance Intermediary (IAS).
In compliance with the law and our code of conduct, OptiFi has adequate Professional Civil Liability and Financial Guarantees covering these activities.
Our Fees
Advisory Fees
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Credit Brokerage
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Retrocessions
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