The independent architect of your wealth
An independent wealth management advisory firm on the French Riviera and Monaco, serving families, entrepreneurs and executives since 2010.
Benjamin Cohen
Benjamin Cohen founded Riviera Wealth Management in 2010 with a single conviction: wealth advisory must be entirely at the service of the client, free from any conflict of interest.
With extensive experience in wealth management, he guides families, entrepreneurs and senior executives in building, optimising and protecting their wealth across the French Riviera and Monaco.
His approach is grounded in open architecture, rigorous solution selection and personalised monitoring. Every strategy is designed bespoke, within a relationship of trust and proximity.
establishment
wealth expertise
with no proprietary products
for our clients
A firm built on conviction
From inception to today, every milestone reflects our commitment to independence and advisory excellence.
Firm established
Benjamin Cohen founds Riviera Wealth Management in Mougins, with the ambition to offer truly independent wealth advisory on the French Riviera.
Regulatory registration
CIF status granted by the AMF and ORIAS registration obtained. Membership of the CNCGP, ensuring the highest standards of professional ethics.
Monaco expansion
Development of activities in the Principality of Monaco, serving an international clientele with complex wealth requirements.
Digital transformation
Launch of the secure client portal, integration of advanced analytical tools and digitalisation of the onboarding process for an optimal client experience.
The principles that underpin our commitment
Independence
No capital ties to any financial institution. We are free to select the best solutions on the market, guided solely by your interests.
Transparency
Every recommendation, every fee, every assumption is clearly explained. You always know why and how your decisions are made.
Excellence
Continuous training, analytical rigour, access to the finest open-architecture solutions. We strive for excellence at every stage of our advisory.
Proximity
A single point of contact who knows you, listens to you and adapts to your evolving life. Wealth advisory is above all a human relationship.
Six disciplines at the service of your wealth
A comprehensive approach covering all your wealth management needs, from strategy to implementation.
Wealth structuring
Comprehensive structuring of your personal and professional wealth
Tax optimisation
Lawful strategies to optimise your tax burden
Financial management
Investment selection and monitoring in open architecture
Property investment
SCPI, direct property, dismemberment and wealth structures
Succession & estate planning
Anticipation and optimisation of your wealth transfer
Retirement planning
Preparation and protection of your future income
A true wealth adviser must serve their client, not their own commercial interests. Independence is the only guarantee of that commitment.
A regulated firm
Riviera Wealth Management operates in strict compliance with the French regulatory framework, ensuring security and compliance for our clients.
CIF — AMF
Certified Investment Adviser, registered with the French Financial Markets Authority (AMF)
ORIAS
Insurance and Banking Operations Broker, under the supervision of the ACPR
CNCGP
National Chamber of Wealth Management Advisers, ensuring professional ethics and continuing education
In the heart of the French Riviera
Based in Mougins, between Cannes and Nice, Riviera Wealth Management benefits from a privileged position to serve both local and international clients across the French Riviera and the Principality of Monaco.
Let’s build your wealth strategy together
A 30-minute discovery consultation, with no commitment and in complete confidence, to discuss your objectives.
Schedule a consultation