Another success for EDHEC Expertises on the Nice campus

Written on 22 June 2012.


How to unlock synergies between the accounting professions and independent financial advisors? The issues raised by this question, particularly in the light of the currently tormented financial environment, were the focus of the last EDHEC Expertises round table organised by the accountancy body, the Ordre des Experts Comptables, and EDHEC.

Pierre Beyrand, Chairman of the Ordre des Experts Comptables, gave a run-down of what accountants expect from the independent financial advisors with whom they work, namely a professional approach, high-quality advice and recommendations, sustained client follow-up.  In response, Patrick Levard, independent financial advisor and Regional Chairman of the Chambre des Indépendants du Patrimoine, provided a detailed panorama of all the independent financial advisor’s activities, the client methodology employed and the protection offered by Europe’s MIF Directive. The debate was hosted by Daniel Haguet, Professor of Finance at EDHEC.

Serge Bocian, an independent financial advisor who operated within a large Nice-based accountancy firm for many years, related his practical experience. Participants were all agreed on the need to improve mutual understanding and of the importance of working together to combine each profession’s respective skills for the purposes of delivering solutions to specific issues (tax-efficient company transmission and remuneration, etc.). These issues are liable to give rise to other meetings in the future.

See Also

- 08-09-2017
Ranked 4th in France, EDHEC reinforces its position in the world’s Top 20 (16th place) in the 2017 Financial Times Master in Management Ranking, among prestigious international institutions...
- 30-08-2017
EDHEC welcomes students and participants who are back to school in the upcoming weeks. A positive and international atmosphere (more than 100 nationalities expected) shines through our...
Innovation with limited resources (Video)
- 18-08-2017
The article "Innovation with Limited Resources: Management Lessons from the German...
Station F successfully inaugurated in the presence of Emmanuel Macron and EDHEC
- 29-06-2017
EDHEC announced this May that it had joined Station F, the world’s biggest start-up...