Bonjour Patrimoine Podcast: “Breaking down barriers in investment : solutions developed by a fintech and a wealth manager”

Virgile Delporte, co-founder of Testamento, had the pleasure of joining Philippe Moussaud, Managing Partner and experienced wealth management advisor, on the Bonjour Patrimoine podcast. Together, they explore the main psychological…

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Testamento and Groupe UNMI announce their partnership for intelligent management of beneficiary clauses

Testamento and Groupe UNMI, the National Interprofessional Mutual Union, are proud to announce a new partnership to make beneficiary designation accessible to all their clients, tailored to each situation, for…

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