Who We Are
Hexagone Group is a premier global wealth advisory firm dedicated to transparency, integrity, and exceptional service. We provide personalised financial advice tailored to meet the unique needs of our clients, fostering lifelong relationships built on trust and a shared commitment to their financial success.
Tailored Solutions
Explore our comprehensive solutions tailored to meet your financial goals
Private Wealth Management
Discover our customised wealth advisory services, expertly designed to guide you in managing your assets, properties, finances, and social affairs. We offer tailored advice that aligns with your unique financial goals and risk profile, with no internal asset class constraints.
Advisory Portfolio Guidance
Explore our bespoke portfolio advisory solutions, expertly designed to enhance your investment strategies. Our services focus on providing strategic asset allocation advice, in-depth market analysis, and sound risk management principles. We specialize in a wide range of asset classes, including global equities, bonds, multicurrency investments, thematic funds, and ESG options, tailored to your risk profile and long-term financial objectives. Our goal is to offer a comprehensive approach, ensuring your investment strategy aligns with your personal goals.
Alternative Solutions Advisory
Explore the breadth of our specialised advisory services, meticulously crafted to meet your diverse financial needs. We leverage our extensive industry knowledge to provide customised guidance that aligns with your risk profile and long-term objectives. Our dedicated team is committed to offering strategic advice and comprehensive support to help you navigate the complexities of financial decision-making.
Properties Portfolio
Uncover our tailored real estate investment solutions designed to enhance your portfolio. Our services include access to exclusive off-plan properties, investments in Real Estate Investment Trusts (REITs) for stable income and diversification, and comprehensive mortgage brokerage services. Our expertise ensures that your real estate investments align with your financial goals and risk profiles, offering long-term capital appreciation and reliable income streams. We guide you through every step of the investment process to help you achieve optimal returns.
Private Wealth Advisory
Discover our customised wealth advisory services, expertly designed to guide you in managing your assets, properties, finances, and social affairs. We offer tailored advice that aligns with your unique financial goals and risk profile, with no internal asset class constraints.
Advisory Portfolio Guidance
Explore our bespoke portfolio advisory solutions, expertly designed to enhance your investment strategies. Our services focus on providing strategic asset allocation advice, in-depth market analysis, and sound risk management principles. We specialize in a wide range of asset classes, including global equities, bonds, multicurrency investments, thematic funds, and ESG options, tailored to your risk profile and long-term financial objectives. Our goal is to offer a comprehensive approach, ensuring your investment strategy aligns with your personal goals.
Properties Portfolio
Uncover our tailored real estate investment solutions designed to enhance your portfolio. Our services include access to exclusive off-plan properties, investments in Real Estate Investment Trusts (REITs) for stable income and diversification, and comprehensive mortgage brokerage services. Our expertise ensures that your real estate investments align with your financial goals and risk profiles, offering long-term capital appreciation and reliable income streams. We guide you through every step of the investment process to help you achieve optimal returns.
Alternative Solutions Advisory
Explore the breadth of our specialised advisory services, meticulously crafted to meet your diverse financial needs. We leverage our extensive industry knowledge to provide customised guidance that aligns with your risk profile and long-term objectives. Our dedicated team is committed to offering strategic advice and comprehensive support to help you navigate the complexities of financial decision-making.
Our Pillars of Excellence
01. Security
We prioritise security in all our services, delivering reliable and trusted solutions to our clients. Our approach is tailored to meet our clients' unique needs and mitigate potential risks. With a focus on safeguarding their assets, we provide peace of mind and ensure their protection. Our goal is to build lasting relationships with our clients based on trust and a shared commitment to security.
02. Independence
Our dedication to independence is reflected in the impartial advice we provide. We pride ourselves on offering objective, client-focused solutions without conflicts of interest. Transparency and the prioritisation of our clients’ interests are at the core of everything we do. Our goal is to nurture enduring relationships built on trust, integrity, and a shared commitment to independence.
03. Ethic
We prioritise ethics and sustainability in our investment advice, offering transparent and impartial recommendations. Our values resonate with our clients', fostering enduring relationships founded on trust and integrity. Embracing a socially responsible approach, we aim to deliver robust returns while making a positive impact on society and the environment. Our objective is to preserve and enhance our clients' wealth while promoting sustainable practices.
04. Performance
Our focus on performance drives our investment strategies, delivering strong returns to our clients. We combine rigorous analysis with a deep understanding of our clients' objectives to provide tailored solutions. Our approach is proactive and adaptive, ensuring we stay ahead of market trends and opportunities. Our goal is to build long-term relationships with our clients based on a track record of consistent performance.
Our Approach to Your Success
Your private wealth advisor will carry out a precise analysis of your familial, professional and patrimonial situation and then seek to understand your expectations, your projects and help you to prioritise them.
Discover you
Understand your situation and define your objectives
Advise you
Create a tailor-made solution that perfectly fits your needs.
Assist you
We help you with the administrative procedures related to structuring your assets.
Accompany you
Our relationship is built for long term so you will regularly meet your advisor to monitor your portfolio.
News and Insights
Stay informed with the latest updates and expert analysis
Discover Your
Core Inquiries
Find answers to the most commonly asked questions about our services and processes.
If you need further assistance, please feel free to reach out.
If you need further assistance, please feel free to reach out.
What services does Hexagone Group provide?
Hexagone Group offers tailored wealth advisory solutions designed to meet the unique needs of our discerning clients. Our services include comprehensive financial planning, portfolio allocation advice, and strategic investment guidance. We specialise in navigating complex financial landscapes, offering access to global markets, and delivering personalised strategies that align with your financial objectives. Whether you are seeking to preserve wealth, enhance returns, or explore new investment opportunities, Hexagone Group is your trusted advisor in achieving financial success.
What is Hexagone Group's approach to investment advisory?
Our approach to investment advisory is both strategic and client-focused. We begin by thoroughly understanding your financial goals, risk tolerance, and long-term aspirations. This enables us to craft bespoke investment strategies aligned with your objectives.
Our advisory philosophy is based on rigorous market analysis, disciplined portfolio allocation advice, and proactive risk management. We leverage our global network and in-depth market insights to identify opportunities across asset classes, ensuring a diversified and resilient portfolio. By blending innovative financial solutions with traditional investment principles, we aim to help you maximise returns while safeguarding your wealth in various market conditions.
Our advisory philosophy is based on rigorous market analysis, disciplined portfolio allocation advice, and proactive risk management. We leverage our global network and in-depth market insights to identify opportunities across asset classes, ensuring a diversified and resilient portfolio. By blending innovative financial solutions with traditional investment principles, we aim to help you maximise returns while safeguarding your wealth in various market conditions.
What are the benefits of comprehensive financial planning?
Comprehensive financial planning is essential for achieving financial stability and growth. At Hexagone Group, we view it as a holistic strategy that aligns every aspect of your financial life with your long-term goals. Key benefits include:
- Holistic Financial Management: By addressing all aspects of your financial situation—investments, taxes, estate planning, and more—a comprehensive plan ensures that each decision supports your broader objectives.
- Customised Strategies: We tailor financial strategies to your unique circumstances, evolving with life changes, market conditions, and your financial aspirations.
- Proactive Risk Mitigation: Comprehensive planning allows us to identify potential risks, protecting your wealth against market volatility, inflation, and unforeseen events.
- Enhanced Wealth Optimisation: Our integrated approach ensures that investments, tax strategies, and estate plans work together to maximise your wealth.
- Peace of Mind: Knowing that every aspect of your financial life is expertly managed provides confidence, allowing you to focus on what matters most to you.
How does Hexagone Group ensure transparency in its services?
Transparency is a cornerstone of our client relationships. We are committed to providing clear, open communication at every stage of the advisory process. Here’s how we ensure transparency:
- Detailed Reporting: We provide regular, comprehensive reports that offer a clear view of your portfolio’s performance, including transaction details and portfolio allocation.
- Open Communication: Our advisers are always available to discuss your portfolio, explain strategies, and address any questions you may have. We keep you informed in all market conditions.
- Fee Clarity: We offer complete transparency on fees, ensuring you fully understand what you’re paying for and the value we provide. Our fee structure is straightforward and clearly outlined before you make any decisions.
- Ethical Practices: We adhere to the highest standards of integrity and compliance, ensuring our actions are always in your best interest.
- Client Access: You have direct access to your financial information through secure online platforms, allowing you to monitor your investments and track progress in real time.
Who can benefit from Hexagone Group's services?
Hexagone Group’s advisory services are designed for individuals and institutions seeking expert guidance in managing and growing their wealth. Our bespoke solutions are tailored to meet the unique needs of:
- High-Net-Worth Individuals (HNWIs): For clients with substantial assets seeking personalised investment strategies, we offer the expertise to help achieve your financial goals.
- Family Offices: We support family offices in preserving and growing wealth across generations, offering tailored strategies to address complex financial needs.
- Corporate Entities: For companies managing corporate assets, pensions, or treasury operations, we provide specialised advisory and investment guidance.
- Entrepreneurs and Business Owners: Whether planning for succession, managing liquidity events, or exploring investment opportunities, we offer advisory services that align with your entrepreneurial journey.
If you’re seeking a partner who understands your financial landscape and provides customised solutions, Hexagone Group is here to guide you through the complexities of wealth management with confidence.
Our Green Actions
In order to face the challenges of today and tomorrow, we have integrated the concepts of sustainable development and environmental responsibility within our business model.
This philosophy is a major axis of our DNA. Thus, we promote eco-friendly projects and highlight innovative events and solutions in this field.
Hexagone Group subsidises Reforest'Action, a French B Corp certified company founded in 2010. 17 million trees have been planted in 39 countries thanks to the civic engagement of companies and individuals.
The green engagement of Hexagone Group.This philosophy is a major axis of our DNA. Thus, we promote eco-friendly projects and highlight innovative events and solutions in this field.
Hexagone Group subsidises Reforest'Action, a French B Corp certified company founded in 2010. 17 million trees have been planted in 39 countries thanks to the civic engagement of companies and individuals.
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