100% independent structure, we offer investment solutions dedicated to wealth management advisers, management companies, and private banks. We were, on the one hand, as an independent analysis office in asset allocation (UCITS + titles), behavioral analysis and graphic analysis. We support our customers in the choice of the investment universe, in the definition of the risk profile, as well as the justification of arbitrations. On the other hand, we act as an OPCVM rating agency on more than 600 funds listed in the largest life insurance contracts, relying on a owner Cros Investing model integrating behavioral analysis and "money management". …

84 similar entities Type: SMB Activities: fintech legaltech Technologies: Cybersecurity

Independent financial consulting firm, specialized in the Services Transaction and the DAF Part Time Our mission: "Advise investors and managers to diagnose and improve the quality and performance of business financial departments". • Consulting company, based in Paris 9th, in Aix-en-Provence and Nantes. • Two professions: delegated operational financial management and the financial council. • A team of 50 employees. • More than 500 missions conducted in Small and Midcap companies, with respect for absolute discretion and confidentiality. • A portfolio of renowned entrepreneurs, managers and investment funds. • A long experience of supporting companies in different key phases of …

Type: Startup Activities: fintech

The leading publication dedicated to the APAC's asset management industry AsianInvestor is the region’s best source for exclusive insights into asset owner investment activities and operations management. Via our website, live events, and specialist research platforms we provide the investment management universe with access to the most up-to-date market developments. Asset management, Mutual funds, Alternative investments, Securities services, Pension reform, Risk management, Institutional investment trends and regulations, ESG, Sustainability, Portfolio management, Investment, and Money

115 similar entities Type: SMB Activities: fintech Technologies: SaaS

Investisseur Responsable dans les marchés émergents Gemway Assets was established in summer 2012 by both well-known investors Bruno Vanier and Michel Audeban. It is an independent Asset Management Company, accredited by French regulator AMF (the equivalent of the UK FSA) specializing in Emerging Markets. Gemway Assets today manages GemEquity, an AMF regulated fund, investing in all emerging markets equity. Its major focus is to invest in companies benefiting from rising purchasing power by emerging countries population. In its three first years of operation, Gemway Assets has already established itself within the investment community. It has convinced clients in France as …

Type: Incubators & VCs Startup Activities: fintech Technologies: Decarbonization

Essential Wealth OneLife - Essentials Wealth We provide expertly customised, cross-border wealth management solutions: helping clients around the world manage and transfer wealth flexibly, securely and efficiently. Wealth management strategy, Investment management, Estate planning, Retirement planning, Wealth structuring, Capital redemption bond, Pension plan, Dedicated fund, Unit-linked policy, Luxembourg, Cross-border, Portability, HNWI, and Life insurance

29 similar entities Type: Startup Activities: fintech

Management 21 is an independent management company created in 2007, the profession of which is to manage long -term actions on behalf of investors via UCITS or institutional mandates. It offers its expertise on two asset classes: French actions and the listened to the euro zone. With its experience in different sectors, from asset management to real estate professions, the management team benefits from an overall vision allowing to consolidate its know-how in all stages of financial and real estate management, essential for the good understanding of its world of investment. Asset management, on the real estate listed, and French …

5 similar entities Type: Startup Activities: fintech

Invested Investors Merieux Equity Partners is a multistage investment manager specialized in the healthcare & nutrition sectors via two dedicated platforms: Venture and Growth/Buyout. As an independent General Partner - registered under the French Financial Markets Authority AMF ("Autorité des Marchés Financiers") - Merieux Equity Partners currently manages 5 main funds, representing more than €1 billion of Commitments, and has supported over 45 companies in Europe and North America since its creation - in Venture Capital and Growth/Buyout. Our passion is to work alongside entrepreneurs and companies with an ambitious growth plan, offering them privileged access to our sector-expertise and …

49 similar entities Type: Incubators & VCs Startup Activities: fintech Technologies: SaaS

Partenaire privilégié des Directions Financières et Ressources Humaines With a 360-strong team of employees, Primexis is a specialist accounting and operational consulting firm. The firm has committed itself to developing a range of services for accounting and finance departments, HR departments and IT departments within the context of finance projects. We act as your Business Partner for French Operations. Consult our website: www.primexis.fr Assistance comptable et financière, Conseil en organisation et systèmes d’information, Consolidation et reporting groupe, Expertise comptable, Banque finance assurance, Immobilier, Controle de gestion, Performance financiere, Système d'information, Paie, and SIRH

34 similar entities Type: SMB Activities: fintech proptech

Accounting expertise & amp; Advice in Vitré, Ille-et-Vilaine Accounting expertise ACCOUNTING COMMISSION Wealth management Accounting, taxation, business creation, wealth management, auditors, family groups and ETIs, very small businesses, payroll management, corporate law, and french subsidiary

41 similar entities Type: SMB Activities: fintech hrtech legaltech

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 …

Type: SMB Activities: fintech proptech Technologies: Decarbonization

Investing in your interest. We are an independent — family and employee owned — European Investment Management boutique, built on rich craftsmanship heritage, unique talents and an entrepreneur-minded culture. We strive to bring the best of active and alternative asset management to investors, helping them fulfil their long-term goals whilst contributing towards building a more sustainable world. We are committed to delivering premium products with consistent long-term performance, providing high-quality customer service for both distributors and investors, and embedding ESG focus into everything we do. asset management, finance, equities, fixed income, mixed assets, emerging markets, and european markets

182 similar entities Type: SMB Activities: fintech Technologies: Data Analytics

Investor in French and European growth SMEs: Tourism & amp; leisure, health & amp; beauty, control & amp; security. Independent investor accompanying French and European SMEs for 20 years Company approved by the AMF and funded by solid institutional investors More than 250 million euros under management 70 transmission and development operations carried out A sectoral expertise unique in 4 universes: tourism & amp; leisure, health & amp; Beauty, control & amp; Safety and eco-responsibility An active shareholder role, close to entrepreneurs and their reality in the field Private Equity and Capital Growth

Type: SMB Activities: fintech Technologies: Cybersecurity

The Lazard Group: created in 1848, the Lazard Group is active in financial advisory and asset management. With more than 3,000 employees in 27 countries, it manages $217 billion in assets worldwide (30/06/2022). Lazard Frères Gestion is the asset management company of the Lazard Group LLC in France, specializing in investments in listed securities. To advise its clients, it benefits from all the expertise of a major asset management company backed by a powerful international group: presence in all major asset classes, presence in all major geographical areas, and a global research team of over 100 analysts dedicated to asset …

6 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

Thematic Investors #assetmanagement #finance #thematicinvesting #thematics Independent Asset Manager regulated by the AMF N°GP 00-023 Founded in 2000 and based in Strasbourg and Paris, Galilee Asset Management is recognized for its multi-thematic expertise in the selection of funds and securities. It offers investment solutions for individual, professional and institutional clients. Its entrepreneurial structure and its capitalistic independence vis-a-vis any banking or insurance network is the guarantee of great freedom in its investment decisions. Gestion Collective, PEA/Comptes-titres, Assurance-Vie, Assistance à la Gestion, Asset Management, Gestion Privée, OPCVM, Actions, Gestion thématique, Fonds Internes Dédiés, FID, Fund Selection, Fund Picking, Stock Picking, and …

143 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

Let's give back a sense of yield At BFT Investment Managers, we give a sense of performance thanks to the commitment of all our employees to the service of our customers. For more than 30 years, the performance of our investment solutions, associated with rigorous risk management, has been the first of our missions. BFT Investment Managers offers a range of products specialized in the main asset classes, articulating around the performance search. On all of our funds, we integrate socially responsible investment criteria and we benefit from the AFNOR label in this area. A subsidiary of Amundi, we combine …

65 similar entities Type: SMB Activities: fintech

The result of the merger of the two management companies of the LFPI Group, Meeschaert Asset Management is one of the leading independent asset management companies in France, with €4 billion in assets under management and some 50 employees. The company has recognized expertise in equity, bond and multi-asset class management for all types of investors (institutional investors, asset management consultants, individuals, families, associations and foundations). A forerunner in France in ethical and responsible management, it has developed distinctive expertise and innovations, particularly in socially responsible investment (SRI) and shared funds, which enable it to support numerous philanthropic projects and …

26 similar entities Type: SMB Activities: fintech

Notre métier depuis 1991 : Investisseurs en entreprises Created in 1991, La Financière de l’Echiquier (LFDE) is one of France’s leading boutique asset management companies, with over €12billion in assets under management and a team of more than 130 employees. LFDE relies on its conviction-based management know-how to offer its institutional, distributor and private clients the responsible products and solutions they need to enhance their investments. LFDE is a subsidiary of the Primonial group, independent leader in France in the design, management and advice of investment solutions, and is also present in Switzerland, Italy, Germany, Austria, Spain and the Benelux …

Type: SMB Activities: fintech

Mirabaud Asset Management is the high conviction asset management arm of Mirabaud. We provide a focused and specialized range of investment solutions to institutional and wholesale investors on a global basis. Our values are Independence, Conviction, Responsibility. Our offices are located in Geneva, Zürich, London, Paris, Madrid, Luxembourg and Milan. equities, fixed income, asset allocation, alternative investments, and private equity

27 similar entities Type: SMB Activities: fintech

Next to you since 1935. Created in 1935, our group now has nearly 150 employees in eight offices in France. Our development ambitions are based on two main activities: private management and the family office. Our customers are business leaders and families, institutions and associations. The Meeschaert group developed responsible management very early on, with the creation of the first French ethical fund (new strategy 50) from 1983 by its asset management subsidiary, made by the conviction that taking into account societal and environmental issues by companies contributes to the creation of long -term value. Companies and financial players carry …

14 similar entities Type: SMB Activities: fintech proptech Technologies: Decarbonization

Chasing your ambitions. ACDC Partners (Stratégie & M&A) et ID-Advisory (Transaction services) s’unissent pour créer une structure inédite d’accompagnement et de conseil « Hone ». Advisory, M&A, Corporate Finance, Strategy Advisory, Management Consulting, and Fundraising

59 similar entities Type: SMB Activities: fintech

We help French SME and Startups to fuel their development. M&A deals for SMEs Financial & strategic advisory services for startups stratégie, transmission, acquisition, levée de fonds, conseil financier, analyse financière, Private Equity, Venture Capital, and Investissement

96 similar entities Type: SMB Activities: fintech

At your side, at the heart of the markets PROMPA ASSET Management, a 100% subsidiary of BRED, specializes in asset management. We manage more than 3 billion euros (at 12/31/2023). We are at the service of more than 2,000 private, institutional, companies and associations to which we provide suitable investment solutions through open funds, tailor-made funds or mandates (securities, PEA, life insurance contracts). We have developed a range of socially responsible investment solutions since 2016. We have built ourselves since 1992 around a team of experienced, committed and complementary managers. Our identity is based on strong commitments of transparency, listening …

135 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

Possibility is in the ascent Alantra is an independent global mid-market financial services firm providing investment banking, asset management, and private capital services to companies, families, and investors operating in the mid-market segment. The Group has over 600 professionals across Europe, the US, Latin America, and Asia. Its Investment Banking division provides independent advice on M&A, debt advisory, financial restructuring, structured funding & asset-backed securitizations, credit portfolio advisory, and capital markets transactions, having advised on c. 750 deals for a total value of c. €187bn in the last four years. Alantra’s senior bankers and execution teams offer a global understanding …

41 similar entities Type: SMB Activities: fintech Technologies: Data Analytics

Carmin Finance est une "maison" de conseil en opérations de haut de bilan avec des secteurs de prédilection: Immobilier/hôtellerie/infrastructure, TMT, logistique et transport et services financiers. Le projet d’entreprise se fonde sur un écosystème associatif original, entrepreneurial, pluridisciplinaire, constitué d’expertises de haut niveau sur des métiers financiers innovants : le conseil en stratégie financière et les fusions-acquisitions avec Carmin Finance, avec une capacité d’exécution dans le monde entier avec le réseau ICFG. Carmin Finance is a new financial actor model created in November 2014 by Nicolas Mérindol and his four partners Hervé Digne, Eric Martin, Christophe Pothier and Dominique Tréchot. …

Type: SMB Activities: fintech

An Apex Group Company Connecting Asset Managers and Investors Globally LRI, a leading independent investment services company based in Luxembourg, is part of the Apex Group. We provide asset managers and investors with three decades of experience in structuring and management of traditional and alternative investment strategies. We act as Super Management Company (Super ManCo), authorised as an Alternative Investment Fund Manager (AIFM) and as a UCITS Management Company in Luxembourg. Our longstanding experience in structuring and implementing tailor-made solutions make us the ideal partner for asset managers, private equity firms and institutional investors like banks, family offices, insurance companies, …

46 similar entities Type: SMB Activities: fintech Technologies: SaaS

Fixed income specialists. We are specialists in fixed income, headquartered in the City of London and now a boutique of the Swiss based Vontobel Group. Since our inception in 2008, we have built an enviable reputation for performance, expertise and innovation in our chosen sector. All of our people, resources and experience are dedicated to this one asset class, without any distractions. For professional investors only. Fixed Income, Asset Management, Absolute Return, Asset Backed Securities, Investment Management, and Total Return

140 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity