Welcome
Welcome, [Client Name]
We are delighted to welcome you to Riviera Wealth Management. This guide will support you at every step of your journey with us, from your initial documents to your first investments.
View StepsWelcome Steps
1
Onboarding Documents
Signature of the Onboarding Document, the Engagement Letter and General Terms and Conditions. These documents establish our mutual commitment and the terms of our working relationship together.
2
Investor Profile
We understand your objectives, your investment horizon and your risk tolerance through a detailed questionnaire. This allows us to recommend an allocation suited to your situation.
3
Discovery Meeting
An in-depth meeting with your dedicated manager to discuss your wealth situation, your long-term goals and your specific concerns.
4
Allocation Recommendation
Based on your preferences and market analysis, we propose a strategic portfolio allocation, explained in detail and tailored to your objectives.
5
Portfolio Setup
Implementation of your allocation. You will receive investment confirmations and an initial portfolio report as soon as your first investments are made.
Your Dedicated Team
Wealth Manager
[Full Name]
Manager of your account and primary point of contact
Tel: +33 (0)4 92 XX XX XX
Email: firstname@rivierawm.com
Email: firstname@rivierawm.com
Financial Advisor
[Full Name]
Specialized support and market analysis
Tel: +33 (0)4 92 XX XX XX
Email: firstname@rivierawm.com
Email: firstname@rivierawm.com
Back-Office
[Full Name]
Administrative and operational management
Tel: +33 (0)4 92 XX XX XX
Email: backoffice@rivierawm.com
Email: backoffice@rivierawm.com
Contact & Hours
Contact Us
- Address: Mougins, Alpes-Maritimes
- Phone: +33 (0)4 92 XX XX XX
- Email: contact@rivierawm.com
- Emergency: +33 (0)4 92 XX XX XX (after 6pm)
Office Hours
- Monday – Thursday: 9:00 AM – 6:00 PM
- Friday: 9:00 AM – 5:00 PM
- Saturday / Sunday: By appointment
- Public Holidays: Closed
Documents to Sign
To sign
To sign
To sign
To complete
To complete