The SAND Agency has designed the graphic and technical overhaul of the Les Experts du Patrimoine website, a platform dedicated to individuals and professionals in the wealth management sector. With a new visual identity, redesigned architecture, and enhanced features, this update supports the directory’s expansion into the European market and makes it easier for users to connect with experts suited to their projects.
Now available in five languages—French, English, Spanish, Italian, and German—the website allows professionals to showcase their expertise to an international audience. Country-specific pages complement the search filters organized by profession, need, investor profile, region, and city, supporting both local searches and cross-border wealth management issues.
The multi-criteria search engine allows you to cross-reference specialties, needs, client profiles, and location, with filters by country, region, and city. The ability to search by name and refresh results without having to fully reload the page makes browsing more seamless. Company profiles feature areas of expertise, regulatory information, and—depending on the subscription plan—contact information, marketing materials, and industry events.
The platform also includes private areas tailored to individuals, professionals, and management companies. Managing favorites, updating profiles, tracking statistics, and handling contact requests: each user group has features designed specifically for their needs. Guides, a heritage glossary, simulators, and an events calendar enrich this environment to help visitors better understand their heritage-related issues.
The Wealth Management Experts Championship also features an enhanced experience: interactive rankings, participant search, and access to custom-developed portfolios and charts. Users can track performance, explore changes in assets under management, and find the funds, stocks, and cryptocurrencies featured in the competition.
To showcase these features, we developed a clean, premium artistic style, combining an ivory and deep blue color palette with gold accents and a carefully crafted typographic hierarchy. The fully responsive interface adapts content, tables, and search tools to computers, tablets, and smartphones.
This redesign is based on a WordPress theme and custom-developed modules, with a focus on resource loading, background processing, and content structure. The goal: to provide a platform that is faster, more consistent, and easier to scale, while strengthening the foundation for its organic search engine optimization and multilingual visibility.
