Consulting and Training

Smart Personal Investments Services offers consulting and training services to institutional clients, including banks, insurance , financial institutions and Corportes. 

We are privileged partners.

Our structure puts expertise at the heart of its operation and is organized into specific functions.

Our teams work on all phases of strategy, organization and the realization of projects.

Our experts have multiple skills: business (Director or Senior Manager) and consulting (Consultant Manager)

We are available, responsive, listening to customers; focussed on meeting our commitments.


Our projects and missions:

- Transition Managers: CIO, COO, CFO, CTO, compliance Manager  (French and Luxembourg regulations), a subsidiary of creation, management of operations

- Expert consultants: front-office, middle-office, compliance, training managers in new financial regulations (MIFID 2,  UCITS 5/6, Solvency 2, Basel  4/5) and complex products (derivatives and structured products)

- Expert Consultants in specific niche of new technology in different domains 

- Consultants and Experts in innovative digital projects 

We operate in Euro zone and Asian Pacific  Region