Built on a desire to help British expats and French inpatriates with their complex legal and financial needs, Daniel Butcher – an “Assurance Vie” specialist who is qualified in International Family Law and previously worked for AXA France as a QROPs inspector – created DTB Wealth Management in April 2018. DTB Wealth Management is part of the Via Network, a “Conseil en Gestion de Patrimoine” (CGP), which supports British expats living in France and French inpatriates returning from the UK.

VIA LPP's board of directors kindly named me one of the five Shareholders of the VIA Holding company.

As a bilingual, experienced Wealth manager, I specialise in helping expats and non residents clients, living either in France or the UK, but also all over Europe :- anticipate, and optimise their succession, - find a suitable invesment solution, financial or real estate, - optmise their tax situation- generate a complementary income - find a mortgage when they are non residents, Although, it is the quality of the advice that is the most important, European… Show more As a bilingual, experienced Wealth manager, I specialise in helping expats and non residents clients, living either in France or the UK, but also all over Europe :- anticipate, and optimise their succession, - find a suitable invesment solution, financial or real estate, - optmise their tax situation- generate a complementary income - find a mortgage when they are non residents, Although, it is the quality of the advice that is the most important, European legislations require certain level of standards. Hence, like all VIA INTERNATIONAL experts, I personaly : - hold the CJA (Appriate Legale Competence) in notarial and family lax, - am Registered as an ANACOFI - CIF regular financial advisor, - hold a European Passeport to provide Insurance products in most EU jurisdictions, - am a Member the ANCDGP (Association NAtionale des Conseils Diplomés en Gestion de Patrimoine)- am registered with ORIAS,- am also a recognised Mortgage broker ANACOFI IOBSP, - hold a CARTE T, the Estate agents' official professional cardPlease note, that the points mentionned above are not systematically delivered and are a mark of quality and distinction. VIA INTERNATIONAL, is a totally independant group, each one of our clients is unic. We always start our collaboration by exchanging either by phone, skype, mail, or even face to face. This stage is of course totally free of charge and will help us gather the information required to properly carry out the mission you wish us to carry our for you. It is only when we have settled a proper plan of action, which fits your requirements, and which you feel comfortable with, that we will sign a letter of engagement. Show less

- Scheme manager of AXA's Plan d'Epargne Retraite Populaire - PERP Confort AXA - Reporting to HMRC - Making sure the scheme remains compliant and on the HMRC list. - Distribution of the product mainly to French repatriates

- In charge of a Portfolio of 350 clients Hign Net Worth clients - In charge of advising other advisors on high-potential clients - Family officer within the AXA France Exclusiv' project- Risk Profiling - Private reports (Tax, Legal, Pension and Succession planning)- Asset Management ( under the umbrella of AXA Wealth)

- Gestion d'un portefeuille clients confiés (500 clients)- Prospection - Développement de l'offre AXA auprès de particulier et des professionnelle, - Accompagnement terrain de collaborateurs AXA,- Réalisation de Diagnostic de protection sociaux et patrimoniaux, - Développement de l'offre IARD et Santé - Développements de l'offre AXA Banque (Compte courants, Crédits...)- Création et mise en ligne d'un site internet destiné à promouvoir l'offre AXA et mon savoir faire… Show more - Gestion d'un portefeuille clients confiés (500 clients)- Prospection - Développement de l'offre AXA auprès de particulier et des professionnelle, - Accompagnement terrain de collaborateurs AXA,- Réalisation de Diagnostic de protection sociaux et patrimoniaux, - Développement de l'offre IARD et Santé - Développements de l'offre AXA Banque (Compte courants, Crédits...)- Création et mise en ligne d'un site internet destiné à promouvoir l'offre AXA et mon savoir faire auprès d'une clientèle internationale et anglophone Show less

- Création d'un portefeuille client (200 foyers environ)- Réalisation de diagnostic de protection sociale - Prospection - Conseils aux clients, - Déploiement des solutions de la marque AXA (réseau salariés)

- Déploiement commercial d'un service de veille technologique à priori sur les technologies temps réels embarqués, assurés par des ingénieurs - Création et Gestion d'un portefeuille clients composé d'ingénieurs, chefs de projets, donneurs d'ordres, dans les domaines aéronautiques, spatiaux, automobiles, militaires etc. (Clients : Airbus, PSA, Veolia, Dassault Aviation)- Participations au salons internationaux du domaine (Birmingham, Toulouse, Nuremberg, Paris)

- Distribution à l'international et gestion client d'un service en ligne

Création publicitaire (PUB : Cliptol, Semvat, BMW etc.)