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Wealth

Mastery

Mastery

Humanism

Purpose

In a world of increasing complexity, we believe that true wealth lies in human accomplishment.

At Allen, we redefine wealth management by placing human aspirations at the core of our approach. We don’t just manage assets; we nurture the stories of talent, courage, and vision that define your legacy.

EMBARK ON THE JOURNEY

For us, scale is fluid, geography is just one dimension, and expertise is ever-expanding.
Our approach isn’t just structural — it’s foundational.
It aligns performance with purpose, turning wealth from a destination into the driving force of a greater story.

The ALLEN ecosystem brings together specialized entities, each with distinct capabilities, united by a common philosophy.

Refined wealth & investment strategies designed to enhance both your legacy and personal aspirations.
CARAT CAPITAL
Explore Carat's approach and solutions
Bespoke family office solutions where close advice meets multi-dimensional wealth structures.
HEDON
Explore Hedon’s approach and solutions
We continually explore opportunities to enhance our offering.

We are more than a wealth management group – we are a community of passionate professionals united by shared values: Enlightened Humanism, Collective Excellence, Purposeful Expertise, Visionary Integrity.

DISCOVER WHAT DRIVES US

Sandrine
Genet

President

Sandrine Genet

Antoine
Tranchimand

Head of Sales

Antoine Tranchimand

Alexandra
Passos Vardasca

COO

Alexandra Passos Vardasca

Jérôme
Livran

CFO

Jérôme Livran

CRAFTING MEANINGFUL WEALTH JOURNEYS

EXPLORE OUR NEWS & INSIGHTS
Antoine Tranchimand, Carat Capital 2025 : une croissance stratégique pour ce cabinet de gestion de patrimoine de 18 ans
MISCELLANEOUS
11 April 2025

Antoine Tranchimand
Carat Capital 2025 : une croissance stratégique pour ce cabinet de gestion de patrimoine de 18 ans
Patrimoine 24 – Cédric Genet, évolution du métier
THOUGHT LEADERSHIP
2 April 2025

Patrimoine 24 – Vidéo
Cédric Genet, évolution du métier
Cash Cash 18 ans d’entrepreneuriat en gestion de patrimoine
THOUGHT LEADERSHIP
20 March 2025

Cash Cash
Cédric et Sandrine Genet : 18 ans d’entrepreneuriat en gestion de patrimoine
RankiaPro Yohann Derbyshire from Carat Capital & Hedon Family Office is our Advisor of the Month
PRESS COVERAGE
12 March 2025

RankiaPro
Yohann Derbyshire from Carat Capital & Hedon Family Office is our Advisor of the Month
BSmart, Laurence Bac, Pacte Dutreil : maintenant ou jamais ?
PRESS COVERAGE
5 March 2025

BSmart
Laurence Bac, Pacte Dutreil : maintenant ou jamais ?
Carat Capital : un modèle de développement singulier au sein du Top 10
PRESS COVERAGE
15 July 2024

Décideurs Magazine
Carat Capital : un modèle de développement singulier au sein du Top 10
BFM TV- Inside Private Equity : Le rendez-vous pour investir dansl’économie réelle.
MARKET INSIGHTS
12 February 2025

Inside Private Equity – BFM TV
Cédric Genet, Le rendez-vous pour investir dans l’économie réelle.
Antoine – Bsmart – Defisc dernière ligne droite – SMART PATRIMOINE – Defisc : dernière ligne droite !
THOUGHT LEADERSHIP
4 December 2024

Bsmart
Antoine Tranchimand, Defisc : dernière ligne droite !
Sandrine- Bsmart – CGP – cap sur l’international
PRESS COVERAGE
22 November 2024

Bsmart
Sandrine Genet, L’EFFET PATRIMOINE – CGP : Cap sur l’international
Sandrine Genet – Financial Times – Wealthy French make post-election contingency plans
PRESS COVERAGE
28 June 2024

Financial Times
Sandrine Genet, Wealthy French make post-election contingency plans