Directory · FR
Investment Management in France
A register of firms and the professionals working at them in the Investment Management sector based in France. Browse the public index, then filter or export on Kipplo.
Companies
3.5K on file
Dnca Finance
DNCA Investments* est reconnue pour sa gestion de convictions. Elle rassemble des spécialistes expérimentés qui mettent en œuvre une approche patrimoniale de la gestion au service d’investisseurs privés et institutionnels. L’équipe de gestion (60 gérants) emmenée par Jean-Charles Mériaux est reconnue pour la qualité de son "stock-picking" et organisée autour de cinq pôles d’excellence : les actions européennes ("long only" et "absolute return"), la gestion diversifiée, les obligations convertibles, les obligations de la zone euro et les investissements socialement responsable (Beyond). La qualité de sa gestion est régulièrement récompensée par la presse spécialisée. La gamme de 46 fonds OPCVM est distribuée en France, Italie, Belgique, Luxembourg, Hollande, Allemagne, Autriche, Suisse, Espagne et UK.* DNCA Investments est une marque de DNCA Since DNCA was set up in DNCA Investments * has been recognized for its management of convictions. It brings together experienced specialists who implement a patrimonial approach to management at the service of private and institutional investors. Over the years, founders have built a skilled and experienced management team to develop a range of simple, understandable and performing funds around 6 areas of expertise : Fixed Income, Absolute Bond Return, Absolute Return, Equity, Multi-Asset and Beyond. We offer a comprehensive range of products composed of 46 mutual funds French and Luxembourg domiciled (FCP and SICAV) organized in four areas of expertise: Fixed Income, Absolute Bond Return, Absolute Return, Equity, Multi-Asset and Beyond.* A brand of DNCA Finance.
51 to 200 staff
Ruffer
Ruffer looks after investments for private clients, financial planners, institutions, pension plans and charities, in the UK and internationally. Our aim is to deliver positive returns, whatever happens in financial markets. For more information on what we do and how we do it, please visit ruffer.co.uk, or ruffer.fr Read our latest Ruffer Review ruffer.co.uk/rufferreview Ruffer LLP is authorised and regulated by the Financial Conduct Authority in the UK and is registered as an investment adviser with the US Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. © Ruffer LLP 2025. For US Institutional Investors – Securities offered through Ruffer LLC, Member FINRA. Ruffer LLC is doing business as Ruffer North America LLC in New York. Ruffer S.A. is authorised by the ACPR and regulated by the ACPR and AMF. Ruffer S.A. More information: ruffer.co.uk/disclaimer
201 to 500 staff
Chargeurs
Compagnie Chargeurs Invest is a mixed industrial and financial company with a role as an operator and developer of global champions in industry and services, and as an investor with a culture of active portfolio management of high value-added assets. Compagnie Chargeurs Invest is active in nearly 100 countries with around 2,600 employees and relies on its portfolio of assets, to meet the major challenges of its markets.
1001 to 5000 staff
Millennium
Millennium is a global, diversified alternative investment firm, founded in 1989, which manages $83.5 billion in assets. Defined by evolution, innovation and focus, Millennium's mission is to deliver high-quality returns for our investors. Millennium seeks to empower talented professionals with the sophisticated expertise, resources and technology to pursue a diverse range of investment strategies across industry sectors, asset classes and geographies. See our community guidelines at: mlp.com/guidelines Read our disclosures at:
5001 to 10000 staff
Ambienta
Ambienta is a sustainability-focused European asset manager and a leader in applying environmental sustainability trends to investing. Founded in 2007, Ambienta is one of the largest and most experienced sustainability investors. Operating out of Milan, London, Paris and Munich, Ambienta is focused on investing in private and public companies driven by environmental megatrends. Today, there is a €3 trillion+ European sustainability-driven investment opportunity, supported by indisputable long-term drivers. Companies whose products and services address global environmental issues of Resource Efficiency and Pollution Control and thus reinforce their long term competitive advantage. Sustainability drives value. We are an independent partnership and manage ca. €4.0 billion of assets, in private equity, private credit and public markets. Our investor base consists of a diversified mix of blue-chip global investors, which include insurance companies, banks, pension funds, foundations and asset managers. An industry pioneer in sustainability investing, Ambienta was one of the first UN PRI signatories in 2012 and attained B-Corp status in 2019. In 2020 Ambienta became IIGCC member and in 2023, as one of very few asset managers, continued being a positive role model for the industry by committing to the Science-Based Targets initiative (SBTi).
51 to 200 staff
Bdl Capital Management
BDL Capital Management est une société de gestion d'actifs indépendante fondée en 2005. Depuis 20 ans, nous gérons l'épargne de clients institutionnels, de banques privées et de conseillers en gestion de patrimoine. L'investissement en actions européennes est notre expertise, tandis que l'analyse approfondie des sociétés est notre particularité. Avec 16 analystes/experts sectoriels, nous disposons de l'une des plus grandes équipes en Europe. Nous gérons 2.2 milliards d'euros dans trois stratégies - La gestion fondamentale et ESG à travers BDL Rempart et BDL Convictions, deux fonds qui ont plus de 15 ans d'histoire- La gestion quantitative à travers le fonds Durandal- Une gestion labellisée ESG Luxflag avec notre fonds BDL Transitions, lancé en 2019.
11 to 50 staff
Laplace
Laplace, une marque du groupe Crystal, référence du conseil en gestion privée depuis plus de 30 ans. Avec 35 implantations en France, 4 en Outre-Mer et 9 à l'international, Laplace accompagne ses clients, chefs d’entreprise, professionnels libéraux, groupes familiaux, dans la structuration, l’optimisation et la transmission de leur patrimoine personnel et professionnel, au fil des générations. Conseil & ingénierie patrimoniale Investissement financier Investissement immobilier Protection sociale Non coté / Private Equity Family Office – Maison Laplace Mobilité internationale Accompagnement de majeurs protégés Accompagnement de sportifs professionnels - Notre histoire : En 2021, en association avec le groupe Crystal, 7 acteurs majeurs de la gestion privée s’inscrivant dans le même ADN fusionnent pour épouser un destin commun autour d’un grand projet : créer le lieu de convergence des savoir-faire de la gestion privée. Plus de 30 années d’expérience réunissent plus de collaborateurs; des hommes & femmes présents et compétents, à votre service. Une somme de connaissances réunie dans un même lieu, en une seule place. Une puissance d’expertise inédite, une relation de confiance pérenne et de proximité avec vous pour répondre à chacun de vos besoins et être au plus près de vos projets présents et futurs. Laplace, une grande maison pour répondre aux défis de demain.
501 to 1000 staff
Mandarine Gestion
Mandarine Gestion is a French asset management company specialising in equity asset management and asset allocation. Founded in 2008, the company combines the independence of a human‐scale asset management boutique and the support of prominent minority shareholders (Arkéa Investment Services, Financière Dassault and La Banque Postale). Mandarine Gestion offers a concentrated range of equity funds with clearly defined investment styles enriched by ESG analysis services and customised asset allocation and risk management solutions. Mandarine Gestion is also actively involved in the financing of social and solidarity-based economy projects (SSE). Mandarine Gestion’s fund offer targets a diversified clientele (institutional investors, distributors, multi‐management companies) in a growing number of European countries. Mandarine Gestion currently has €3 billion in assets under management and has 35 employees.
51 to 200 staff
Ossiam
Ossiam is a global investment management firm that develops and manages investment funds based on systematic and quantitative investment processes. The Ossiam team has extensive experience in fund management, quantitative research, data and technology, financial product design, trading and risk management. Ossiam believes that advanced research is fundamental to moving the quantitative investment industry forward and providing investors with systematic strategies that are understandable, transparent and repeatable. Ossiam’s expertise spans indexation, enhanced beta and absolute return strategies in equities and fixed income through active and passive ETFs, mutual funds, dedicated funds or bespoke solutions. As a signatory of UNPRI since 2016, Ossiam incorporates ESG data into some of its systematic investment process and implements a proxy-voting and engagement policy reflective of firm beliefs. Ossiam is an affiliate of Natixis Investment Managers and manages EUR 10 bn / USD 10.4 bn as of December 2024 on behalf of institutional and professional investors. Ossiam is regulated by the Autorité des marchés financiers (AMF).
11 to 50 staff
Rivage Investment
Founded in 2010, Rivage Investment is a 100% independent, employee-owned asset management company. It combines expertise in the management of European infrastructure project debt and public sector debt. To achieve this, Rivage Investment brings together a team of experienced professionals in these areas as well as experts in capital markets, information systems and asset management. Rivage Investment differentiates itself through its creativity, integrity and ability to source new opportunities in order to deliver high performance, positive impact investments. This investment philosophy is accompanied by strong rules of conduct that define our character and culture. Thanks to these values and our constant attention to our clients' needs, Rivage Investment has won the confidence of many European institutional investors of all sizes, in the life insurance, pensions and non-financial corporate sectors. Our priority is to meet our investors' expectations. This commitment is part of a culture of independence that values integrity, professionalism and a passion for excellence. The company is committed to working with prudence, financial discipline and a long-term vision. We know perfectly well that the long-term value of our customers is something that has to be earned every day.
51 to 200 staff
Silex
SILEX is an independent investment group that supports wealth managers at every step of the investment process, combining human convictions with technology. SILEX provides open-ended and tailor-made investment solutions, leveraging synergies across three business lines: Investment Solutions, Research & Development and Asset Management. Our suite of quantitative digital tools, SPARK, feeds into everything we do. Disclaimers & disclosures :
51 to 200 staff
Tobam
TOBAM is an asset management company offering innovative capabilities designed to maximize the benefits of scientific research to build efficient investment exposures. TOBAM’s expertise relies on 3 core pillars- TOBAM’s Maximum Diversification® approach, supported by original, patented research and a mathematical definition of diversification, provides clients with diversified core exposure, in equity and fixed income markets- A research driven, Solutions division (TOBAMSolutions®), dedicated to build customized solutions and services to sophisticated institutional investors- A LBRTY® strategy range, which aims to help investors substantially mitigate their exposure to autocratic regimes in their portfolio. In line with its mission statement and commitment to diversification, TOBAM also launched a satellite activity (CRYPTOBAM®) on cryptocurrencies in 2016. TOBAM Maximum Diversification®, TOBAMSolutions®, TOBAM LBRTY® and CRYPTOBAM® illustrate TOBAM’s systematic “out of the box” dedication to demanding investors. TOBAM manages north of USD 5 billion (as of Dec 31, 2023). Its team includes 40 finance professionals based in Paris, New York and Dublin. For more information, please visit or tobamdirect.com
11 to 50 staff
Yomoni
Yomoni c’est un expert de confiance qui vient en complément de votre acteur bancaire avec une seule mission : gérer votre #epargne. Une épargne qui travaille vraiment pour vous et avec vous Offrons aux français le gérant d'épargne qu’ils méritent! Chez Yomoni, nous pensons que l’offre d’épargne actuelle en France ne répond plus aux besoins des Français et qu’elle n’est pas suffisamment numérique. Yomoni est une entreprise labellisée B Corp
51 to 200 staff
Abn Amro Investment Solutions
Pioneer in multi-management since 1998, ABN AMRO Investment Solutions specializes in the design and distribution of open architecture investment solutions. We support investment management teams in their decision-making and help distributors optimize the investment value chain. The selection of the best asset managers is at the core of our identity; sensitive to ESG challenges, we ensure continuous monitoring of investment strategies worldwide. We offer comprehensive coverage, encompassing active and passive investing as well as long-only and alternative asset classes. The selected strategies are available on our platforms in fund format, or through our multi-asset class and asset allocation solutions. We collaborate with global asset managers as well as boutique management firms, recognized for their expertise in equities, bonds, and alternative investments. These partners enrich our own quantitative, systematic, and multi-asset capabilities. Some of these strategies are exclusively available in Europe on our platforms. To summarize, we offer privileged access to top-tier asset managers, asset transparency, sensitivity to ESG challenges, and competitive conditions. Additionally, we provide multi-asset solutions, expertise in asset allocation, portfolio construction, fund selection, and risk management. With nearly 90 employees, ABN AMRO Investment Solutions is present in France, the Netherlands, and Germany. To contact us : aais.contact@fr.abnamro.com
51 to 200 staff
Auris Gestion
Auris Gestion est une société de gestion entrepreneuriale et indépendante créée en 2004. Elle gère aujourd’hui 5 milliards d’euros. Auris Gestion s'est historiquement développée sur l'accompagnement de la clientèle privée avec une offre globale apportant des solutions sur mesure à des besoins divers. Elle s’est ensuite spécialisée dans l’accompagnement de partenaires CGP et Family Offices ainsi que dans celui des institutionnels avec une gestion en architecture ouverte et une tarification maîtrisée. A ce titre, elle a intégré en juin 2020 les expertises de Salamandre AM afin de renforcer ce positionnement. Auris Gestion ainsi met son savoir-faire et ses techniques institutionnelles de gestion à la disposition d’une clientèle élargie : clients privés, conseillers en gestion de patrimoine et institutionnels. La relation de proximité avec ses clients est une valeur forte d’Auris Gestion, qui déploie des solutions sur mesure à la fois en termes de gestion, de conseil et de reporting. Auris Gestion est organisée en deux pôles d'activité bien distincts et séparés par une muraille de Chine : le pôle Gestion Privée d'un côté et le Pôle Asset Management (au service, dans le cadre d'une relation de travail BtoB, des CGP/Family Offices et institutionnels) de l'autre.
51 to 200 staff
Berggruen Holdings
Berggruen Holdings invests across a wide range of industries, continents, and asset classes, including direct private equity, real estate, alternative energy, financial instruments, and basic industry startups. We pride ourselves in building our portfolio through long-term, value-oriented investments, acquisitions, and partnership management opportunities. Depending on the opportunity and asset class, Berggruen Holdings is prepared to invest up to $200 million in any one transaction.
11 to 50 staff
Ecofi
Une gestion qui influence demain En 1972 naissait notre première Sicav, devenue depuis Epargne Ethique Flexible. 1er fonds de partage en Europe créé en 1983, lancement de notre fonds solidaire en 2002, gamme de fonds 100% ISR* en 2019, première société de gestion française à adopter le statut d'entreprise à mission en 2020… Ecofi œuvre au quotidien pour allier performance financière et respect de l'Homme et de la Planète. Cet engagement n’a fait que grandir au fil des ans. Aujourd’hui, Ecofi inscrit plus que jamais sa démarche sur le long terme, alliant maîtrise, implication et sincérité pour bâtir, Ensemble, des solutions d’investissement durables et avoir un impact positif. Chez Ecofi, nous sommes ACTIFS POUR LE FUTUR ECOFI est la société de gestion du Groupe Crédit Coopératif, membre de BPCE.
51 to 200 staff
Eurotitrisation
Avec plus de 125 milliards d'euros d'encours et 200 opérations sous gestion, Eurotitrisation un acteur incontournable du marché français de la titrisation.
51 to 200 staff
Florac
Founded in 2009, Florac is a private equity firm chaired by Marie-Jeanne Meyer, historic shareholder and former officer of the Louis Dreyfus Group. Florac is an evergreen structure and the Meyer family seeks to partner with entrepreneurs with ambitious strategic projects to foster the emergence of national and international leaders. The Company has a relatively unique positioning as it combines the advantages of an evergreen single-family office (focus on investment, discretion, benevolence, flexibility, long-term horizon) and those of a typical private equity fund (structured and disciplined approach, speed in making decisions and in their application). We aim to build sustainable, quality partnerships with best-in-class management teams that have a sharp market expertise and a proven track record. Florac makes minority and majority investments from €20m to €100m in European and U.S. market-leading companies. Since 2009, its team of 12 professionals, based in Paris and in LA, has completed 21 deals across a large range of sectors (e.g. hospitality, retail, healthcare, eduction, financial services, etc.).
11 to 50 staff
France Valley
France Valley is an independent Portfolio Management Company approved by the Autorité des Marchés Financiers (AMF), dedicated to Institutional Investors, Family Offices, Private Banks, and savers, for whom it constructs and manages forestry, vineyard, agricultural and real estate investment solutions, seeking capital gains, yields, and asset and tax security, as appropriate.
11 to 50 staff
Ismo
Et si on faisait en sorte que les marchés financiers deviennent accessibles à tous? Et si on permettait à tous, et surtout aux plus jeunes, de mieux préparer leur avenir? Ces questions et ces objectifs sont à l’origine d’Ismo. Notre ambition : proposer une réponse nouvelle, une alternative en rupture avec les solutions traditionnelles, pour faire face aux nouveaux enjeux du monde qui nous entoure, avec la volonté de répondre à une attente croissante pour un investissement responsable. Grâce à un système automatisé et sécurisé, l’appli Ismo permet à tous de pouvoir investir dans 3 fonds d’investissement privilégiant l’ISR, pour 1€ de frais de service seulement par mois, quel que soit le montant investi. Disponible sur Apple Store et Google Play Store, l'application Ismo apporte enfin une solution d’investissement simple, responsable et accessible à tous.
1 to 10 staff
Natixis Asset Management
Natixis Asset Management has become Ostrum Asset Management Follow us on our new company page:
501 to 1000 staff
Ofi Invest Asset Management
Ofi Invest Asset Management is a company of Ofi Invest group, which in turn, is a member of Aéma Groupe (Macif, Abeille Assurances and AÉSIO mutuelle). Total consolidated assets managed under the new Ofi Invest Asset Management brand came to 163.5 billion euros as of the end of June 2023*- assets managed on behalf of institutional, professional, and individual clients, both French and international. As a responsible and committed investor, Ofi Invest Asset Management offers a wide range of responsible investment strategies across all asset classes in order to enable its clients through their investments, to finance the development of a virtuous economy, source of opportunity and performance. By bringing together the expertise of Ofi Invest group’s asset managers, Ofi Invest Asset Management provides a wide range of listed and unlisted investment solutions, as well as a historical experience in customized management and services adapted to the different types of investors, making this new asset manager a first-choice partner for your assets’ management.*Source: Ofi Invest Asset Management at end of June 2023
201 to 500 staff
Parangon Patrimoine
Parangon Patrimoine recrute! Grâce à un accompagnement personnalisé, des équipes chevronnées et un conseil impartial, le Groupe Parangon Patrimoine s’est bâti sur des valeurs professionnelles et humaines essentielles. La diversité des hommes et des parcours est le moteur de notre réussite au quotidien. Au siège du groupe comme sur le terrain nous sommes tous le témoin d’une reconversion réussie. Votre métier chez Parangon? Notre activité s’appuie sur les différentes lois de finances qui vous permettront de proposer à vos clients des solutions personnalisés en totale adéquation avec leurs projets : réduire leur fiscalité, améliorer la rentabilité de leurs placements ou obtenir les meilleurs financements. Profil recherché : Vous avez l’âme commerciale, le goût du challenge et l’envie de vous épanouir dans un nouveau métier rémunérateur? Vous cherchez à rejoindre un réseau à taille humaine, prêt à vous accompagner tout en respectant votre autonomie? Nul besoin de compétences financière ou juridique : Alors rejoignez-nous
11 to 50 staff
