Financiere De l'Echiquier
La Financière de l'Echiquier (LFDE) is a Paris-based French asset management company managing €28 billion as of 31/12/2025, serving institutional investors, independent wealth advisors (CGP), and individual clients across 10+ European countries with ESG-integrated active investment funds and private wealth solutions, as part of the LBP AM Group.
- Company typePrivate
- Founded1996
- HeadquartersParis, France
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Financiere De l'Echiquier does
La Financière de l'Echiquier (LFDE) is a France-domiciled asset management company (société de gestion) operating under article L.533-16 of the Code monétaire et financier, founded approximately 30 years ago (circa 1996) and headquartered in Paris. As of 31 December 2025 the firm reports €28 billion in assets under management (including structured products activity and assets under custody held by its wholly-owned private wealth subsidiary, Echiquier Gestion Privée) and a team of more than 170 collaborators. It operates as a subsidiary within the LBP AM Group, the asset management arm of La Banque Postale, with Olivier de Berranger serving as Directeur Général.
LFDE's offering is structured around four service lines: Gestion Privée (private wealth management for HNW individuals and families, run through Echiquier Gestion Privée), Solutions pour les CGP (dedicated fund solutions and support for independent wealth management advisors), Savoir-faire Institutionnels (bespoke mandates for institutional investors such as pension funds and insurance companies), and Investissement Responsable (ESG-integrated responsible investment funds). The firm's investment process combines fundamental analysis of companies and their leadership with environmental, social, and governance criteria, which it positions as a core conviction contributing to better risk-adjusted return evaluation.
The revenue model is a recurring asset-management fee on AuM, with no publicly disclosed pricing. Distribution is multi-channel: direct institutional field sales, a CGP/wealth advisor reseller network, a private wealth subsidiary, and public-facing self-serve fund listings. Geographically, LFDE serves investors in at least 10 European countries — France, Switzerland, Germany, Austria, Belgium, Luxembourg, the Netherlands, Italy, Spain, and Portugal — via country-specific website versions and dedicated local development managers. Marketing is primarily digital (LinkedIn, X/Twitter, YouTube, Instagram) supplemented by an email newsletter for fund NAVs and monthly reports.
Financiere De l'Echiquier firmographics
Firmographics- Name
- Financiere De l'Echiquier
- Legal name
- La Financière de l'Echiquier
- Website
- https://fin-echiquier.fr
- Company type
- Private
- Founded year
- 1996
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- La Financière de l'Echiquier (LFDE) is a Paris-based French asset management company managing €28 billion as of 31/12/2025, serving institutional investors, independent wealth advisors (CGP), and individual clients across 10+ European countries with ESG-integrated active investment funds and private wealth solutions, as part of the LBP AM Group.
- Ownership category
- akta.pro rank
Where Financiere De l'Echiquier is headquartered
LocationHeadquarters
- HQ city
- Paris
- HQ country
- France
- HQ region
- Europe
Offices1 record
Markets served
Financiere De l'Echiquier business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Asset Management Fees: LFDE generates revenue through management fees charged on assets under management (encours). As an asset management company, the firm earns fees based on the total assets managed, which were reported at €28 billion as of 31/12/2025. Revenue is recurring in nature as long as assets remain under management.
Go-to-market motion2 records
Distribution channels4 records
Marketing channels6 records
Financiere De l'Echiquier product offering
Product offeringCore offering
La Financière de l'Echiquier (LFDE) is a France-based private asset management company that manages and distributes investment funds integrating environmental, social, and governance (ESG) criteria into fundamental analysis. The firm serves institutional investors, independent wealth management advisors (CGP), and individual clients through dedicated service lines: private wealth management via Echiquier Gestion Privée, institutional solutions, and CGP-focused fund distribution. As of 31 December 2025, the firm reported approximately €28 billion in assets under management across 10+ European countries.
Product overview
La Financière de l'Echiquier operates as an asset management company offering a multi-product portfolio centered around private wealth management (Gestion Privée), institutional solutions (Savoir-faire Institutionnels), and services for wealth management advisors (Solutions pour les CGP). The firm emphasizes responsible investment (Investissement Responsable) with ESG integration as a core conviction. The offerings are structured as distinct service lines targeting different investor profiles: retail/high-net-worth individuals, independent advisors, and institutional investors. The company manages approximately €28 billion in assets under management.
Differentiator
Problem solved
Functional benefit
Products and services
- Gestion Privée (Private Wealth Management) Tailored private wealth management services offering bespoke investment solutions and portfolio management for high-net-worth individuals and families, delivered through the wholly-owned Echiquier Gestion Privée subsidiary. Includes assets under custody.
- Solutions pour les CGP Specialized investment solutions, fund range, and support services designed for Conseillers en Gestion de Patrimoine (CGP) — independent French wealth management advisors — to distribute LFDE funds within their client portfolios.
- Savoir-faire Institutionnels Institutional investment expertise offering tailored investment solutions and mandates for institutional investors including pension funds, insurance companies, foundations, and other professional institutional entities.
- Investissement Responsable (ESG / ISR Funds) Range of responsible investment funds (Fonds ISR) integrating environmental, social, and governance (ESG) criteria into fundamental company analysis, intended to contribute to better evaluation of return prospects and risk.
Quantifiable outcome
- €28 billion in assets under management as of 31/12/2025
Companies that use Financiere De l'Echiquier
Customer profileSegments3 records
Ideal customer profiles4 records
Financiere De l'Echiquier technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Financiere De l'Echiquier partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- LBP AM (La Banque Postale Asset Management)coreLFDE is a member of the LBP AM Group (Groupe LBP AM), as stated on the website footer. LBP AM is the asset management arm of La Banque Postale. This affiliation provides institutional backing and likely shared distribution and product synergies.
Scale indicators4 records
Recent moves5 records
Expansion highlights5 records
Financiere De l'Echiquier competitors and assessment
Company assessmentMarket position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key highlights7 records
Customer concentration
Financiere De l'Echiquier social profiles
Digital presenceFinanciere De l'Echiquier financial estimates
Financial estimateRevenue estimate
Valuation estimate
Financiere De l'Echiquier leadership team
Management profileNumber of profiles
Profiles12 records
Financiere De l'Echiquier subsidiaries and ownership
Company hierarchySubsidiaries1 record
Financiere De l'Echiquier funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Financiere De l'Echiquier M&A and investment
M&A and investmentM&A
Investments6 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Financiere De l'Echiquier
What does Financiere De l'Echiquier do?
La Financière de l'Echiquier (LFDE) is a France-based private asset management company that manages and distributes investment funds integrating environmental, social, and governance (ESG) criteria into fundamental analysis. The firm serves institutional investors, independent wealth management advisors (CGP), and individual clients through dedicated service lines: private wealth management via Echiquier Gestion Privée, institutional solutions, and CGP-focused fund distribution. As of 31 December 2025, the firm reported approximately €28 billion in assets under management across 10+ European countries.
Is Financiere De l'Echiquier a public or private company?
Financiere De l'Echiquier is a private company. It is classified as corporate owned and is currently operating.
When was Financiere De l'Echiquier founded?
Financiere De l'Echiquier was founded in 1996. It employs 1 to 10 people.
Where is Financiere De l'Echiquier based?
Financiere De l'Echiquier is headquartered in Paris, France, in the Europe region.
How does Financiere De l'Echiquier make money?
One revenue line is on record: asset Management Fees.
Does Financiere De l'Echiquier have an API?
No public API is recorded for Financiere De l'Echiquier.