Our history

After spending ten years in the banking sector as an asset manager and subsequently portfolio manager, Carole RUBAT satisfied her aspirations for independence by creating RF Patrimoine in October 2007.

She soon joined forces with specialists carefully handpicked for their skills, expertise and strong core values – the guiding principle behind the firm.

L'équipe de RF Patrimoine

At present, RF Patrimoine leverages on a multi-disciplinary team of asset managers, credit experts, insurance experts and fiduciary advisors as well as a Family Office department to meet all your wealth management needs and offer long-term follow-up.

The strength of our firm lies in our ability to avoid the pressures and influences inherent to our business. We are proud of the fact that we have no equity-based relationships or “banking” ties. Thanks to this independence, we can provide you with the best advice, tailored to your specific situation.