Norman K.

What Norman K. does

Norman K. is an independent wealth management and investment advisory platform founded in 2021 in Paris, serving international entrepreneurs and high-net-worth individuals across five European financial centers (Paris, Nice, London, Geneva, and Luxembourg). The firm operates as a multi-entity group with NORMAN K. France (SAS, headquartered at 15 Avenue Matignon, Paris) as the principal operating company, Norman K. Asset Management (AMF-authorised portfolio management company under GP-202218 since July 2023) handling in-house fund and mandate management, and Norman-K London Limited operating as an appointed representative of FCA-authorised Nemesis Asset Management LLP.

The company's offering is organized around four integrated service lines: Investment Advisory (including private equity access and real estate club deals), Financing (brokerage across personal and business lending as an ORIAS-registered IOBSP), Corporate Advisory (M&A, fundraising, disposals for entrepreneurs), and Asset Management (FIA funds and discretionary mandates). These are wrapped by the Family Wealth Solutions vertical launched in July 2024, which coordinates wealth engineering, family governance, and generational planning. The firm operates on an open architecture model, positioning itself as a "neo-investment partner" alternative to traditional private banks for clients who want integrated personal and professional wealth management from a single interlocutor.

Norman K. employs 60+ professionals across Europe, distributed through direct relationship managers and a B2B channel partnering with independent Family Offices and wealth management advisors (CGPs). Revenue is generated through advisory fees, AUM-based management fees on mandates and FIA funds, financing commissions, and corporate advisory transaction fees; pricing is individualized and not publicly disclosed. In January 2025, MBO+ acquired a minority stake to support international expansion, and the firm continues to add senior leadership and open new offices, including Luxembourg in March 2026.

Name

Norman K.

Legal name

NORMAN K. France

Website

https://norman-k.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

11–50 employees

Short description

Norman K. is an independent European wealth management platform founded in 2021, serving international entrepreneurs with integrated investment advisory, asset management, financing, and corporate advisory services across five European offices.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Open-End Investment Funds (52591)

SIC

Investment Advice (6282), Finance Services (6199)

akta.pro primary industry

Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO) (FSABADAK)

akta.pro secondary industries

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA), Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Alternative Investments for Private Wealth (Hedge Funds, PE/VC Access, Private Credit) (FSAAABAI)

Keywords

• Wealth management services
• Investment advisory
• Private equity investments
• Corporate finance advisory
• Asset management

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices5 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Asset Management: Norman K Asset Management provides customised portfolios diversified across all asset classes with dynamic allocations adapting to market conditions. The company manages FIA (Funds of Alternative Investment) and offers mandate management, investment advisory, and order reception/transmission services. Norman K Asset Management is AMF-licensed (GP-202218) as a portfolio management company.
2. Investment Advisory: Tailor-made investment advisory services including investment advice, private equity, real estate club deals, and custom reporting for clients.
3. Financing: Financing solutions across a wide range of sectors, catering to both personal and business needs. NORMAN K. Financing is registered as an IOBSP (Intermediary in Banking Operations and Payment Services) broker.
4. Corporate Advisory: Fully tailored Corporate Advisory service for international entrepreneurs covering strategic and financial advice, partnership sourcing, structuring, fundraising, acquisitions, and disposals. Also includes Private Market advisory for direct unlisted investments from early stage to pre-IPO.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Norman K. is an independent wealth management and investment advisory platform serving international entrepreneurs and ultra-high-net-worth families across four integrated verticals: Investment Advisory (customised multi-asset portfolios, private equity, and real estate club deals), Financing (personal and business lending arranged through banking partners), Corporate Advisory (M&A, fundraising, partnership sourcing, and private-market advisory), and Asset Management through its AMF-licensed subsidiary. It complements these with a Family Wealth Solutions service and tailor-made reporting, delivering an open-architecture, one-stop-shop model from offices in Paris, Nice, London, Geneva and Luxembourg.

Product overview

Norman K. is an independent wealth management platform for international entrepreneurs offering a one-stop-shop approach through integrated services. The platform operates across four main verticals: Investment Advisory (including Private Equity and Real Estate Club Deals), Financing Solutions, Corporate Advisory, and Norman K Asset Management. The offering is complemented by Family Wealth Solutions—a cross-cutting service that centralizes expertise for entrepreneurial families—and a tailored reporting capability. All services are delivered with a focus on international entrepreneurs seeking integrated private and professional wealth solutions.

Differentiator

Problem solved

Functional benefit

Brands

• Family Wealth Solutions: A 360-degree service combining strategic family office approach with Norman K's investment, financing, and wealth engineering activities, dedicated to entrepreneurial families and business leaders.

Products and services

• Investment Advisory Tailor-made investment advisory providing customised portfolio management diversified across all asset classes with dynamic allocations adjusted to market conditions and the economic landscape; supports mandate management and order reception/transmission through Norman K. Asset Management.
• Private Equity Private equity investment opportunities for accredited investors seeking exposure to non-public companies and alternative assets, sourced through Norman K.'s network of entrepreneurs, family offices and venture capital partners and delivered through the Corporate Advisory / Private Market advisory function.
• Real Estate Club Deals Co-investment opportunities in real estate projects structured through special purpose vehicles, enabling multiple Norman K. clients to participate together in curated property investments.
• Financing Financing solutions across a wide range of sectors catering to both personal and business needs, including senior and junior debt structures and private bridge financing arranged through banking partners such as Crédit Agricole, Crédit Mutuel Méditerranée, Bpifrance and family investment vehicles.
• Corporate Advisory Fully tailored corporate advisory service for international entrepreneurs covering strategic and financial advice, partnership sourcing, structuring, fundraising, acquisitions, and disposals, as well as private-market advisory for direct unlisted investments from early stage to pre-IPO.
• Norman K. Asset Management AMF-authorised portfolio management company (GP-202218) managing FIA (Funds of Alternative Investment) and offering mandate management, investment advisory, and order reception/transmission services for professional and non-professional investors, including Luxembourg-domiciled funds.
• Family Wealth Solutions A 360-degree service combining a strategic family-office approach with Norman K.'s investment, financing and wealth planning activities, dedicated to entrepreneurial families and business leaders and including governance and generational planning capabilities.
• Wealth Management Full-service wealth management covering private and professional assets of high-net-worth individuals and families, providing a single-relationship coordination of investment, financing, corporate advisory and wealth planning needs with dedicated relationship managers.

Named customers1 record

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators5 records

Recent moves9 records

Expansion highlights6 records

Broad incumbents

• Coutts: UK-based private banking and wealth management arm of NatWest Group serving HNW and UHNW clients with integrated advisory services. Comparable in wealth advisory offering but materially larger scale and broader product shelf.
• Bessemer Trust: US-headquartered multi-family office serving ultra-wealthy families with integrated investment management, wealth planning and family governance. Comparable to Norman K's Family Wealth Solutions offering, though operating at a much larger scale and in different geography.

Emerging players

• Canopy (formerly Hampden Ventures): Newer family-office and wealth management platform targeting younger HNW and entrepreneurial families with a tech-enabled approach. Comparable as an emerging independent wealth platform targeting the same entrepreneur segment Norman K serves.
• Wahed Invest: Digital wealth platform targeting younger, globally mobile HNW and mass-affluent investors with a values-aligned proposition. Comparable as a newer, technology-leaning entrant targeting the next generation of HNW clients Norman K also describes.
• Angel Square Holdings: Independent wealth and advisory platform serving entrepreneur and family-office clients in Europe with an integrated investment and corporate finance offering. Comparable independent, multi-service model targeting European entrepreneurs.

Regional players

• Hywin Wealth Management: Cross-border wealth manager primarily focused on Asian HNW and entrepreneur clients with growing European presence. Comparable as an internationally oriented wealth platform serving entrepreneur clients, but operating from a different regional anchor.

Direct peers

• Mirabaud & Cie: Independent Swiss private bank offering wealth management, asset management and corporate advisory to entrepreneurs and family-owned businesses. Similar independent positioning and cross-border European entrepreneur focus.
• Indosuez Wealth Management: The wealth management arm of Crédit Agricole, serving HNW and entrepreneur clients across Europe with an integrated advisory, financing and asset management offering. Highly comparable to Norman K's target customer and integrated service model.
• Pictet Group: Swiss independent wealth and asset manager with strong private banking and HNW advisory franchise. Comparable independent, partner-led model and European HNW entrepreneur target market, though at significantly greater scale.
• LGT Bank: Family-owned private banking and asset management group serving HNW and UHNW families, including those with complex international holdings. Directly comparable to Norman K's entrepreneur-family positioning and multi-jurisdiction European footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/norman-k/jobs/?viewAsMember=true

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Norman K.