Financière de l'Arc

What Financière de l'Arc does

Financière de l'Arc is a French entrepreneurial asset management company (société de gestion de portefeuille) headquartered in Aix-en-Provence, founded in 2011 and majority-owned by its founding executives. It is AMF-licensed under GP-11000027 and ORIAS-registered as an insurance broker, operating across three service lines: Gestion collective (open-ended collective funds covering European equities, international bonds, diversified allocation, and ESG/thematic strategies via six named funds including Arc Actions Rendement, Arc Actions Santé Innovante ESG, Constellation, Enyo Convictions, Estela, and Occitanie Valeurs), Gestion dédiée (discretionary/segregated mandate management for HNW individuals and enterprises), and Gestion pilotée (supervised multi-management within life-insurance and capitalisation contracts).

The firm operates an open-architecture distribution model, reaching end clients exclusively through intermediaries — primarily French wealth management advisors (Conseillers en Gestion de Patrimoine), insurance wrappers (assurance-vie, PER, capitalisation contracts), and partner banking/insurance platforms — with no proprietary retail channel or digital direct-to-consumer app. Its core technology is a multi-management investment platform; no proprietary algorithmic or AI-driven systems are disclosed.

Revenue is generated primarily through recurring management fees on assets under management, with fee rates ranging from 0.70% to 1.80% TTC depending on share class and mandate type, plus performance fees on certain funds (e.g., 20% beyond composite benchmark for Estela). The company crossed €400M AUM in 2016, holds a 34% strategic stake in Kyaneos AM (sustainable real estate), and acquired Taurus Gestion Privée's activities in 2024 to expand its private wealth franchise. It signed the UN PRI in 2024 and has progressively repositioned funds toward SFDR Article 8/9 classifications.

Name

Financière de l'Arc

Legal name

FINANCIERE DE L'ARC

Website

https://financieredelarc.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Short description

Financière de l'Arc is a French AMF-licensed boutique asset manager offering collective funds, discretionary portfolio management, and supervised multi-management to HNW clients and enterprises, distributed exclusively through CGPs and partner insurance platforms.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Multi-Asset Mutual Funds & UCITS (Balanced/Allocation Funds) (FSAAAJAA)

akta.pro secondary industry

Fund of Funds & Multi-Manager Mutual Funds (FSAAAEAL)

Keywords

• Asset management
• Portfolio management
• Collective funds
• Discretionary management
• Wealth management solutions

Headquarters

HQ city

Aix-en-provence

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Collective Fund Management (Gestion collective / OPC): Management fees charged on assets under management across the fund range (Arc Actions Rendement, Arc Actions Santé Innovante ESG, Constellation, Enyo Convictions, Estela, Occitanie Valeurs). Fee rates range from 0.70% to 1.80% TTC maximum on financial management, plus performance fees on certain funds.
2. Discretionary Portfolio Management (Gestion dédiée): Customized segregated account management for high-net-worth individuals and enterprises, billed through management fees on assets under management.
3. Pilotaged Management (Gestion pilotée): Multi-management service for life insurance and capitalisation contracts, where the firm acts on behalf of contract holders.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Financière de l'Arc is an AMF-licensed portfolio management company offering three core investment solutions: (1) Gestion collective, a range of complementary open-ended funds (OPC) covering European equities, international bonds, diversified and thematic strategies; (2) Gestion dédiée, customized segregated portfolio management for high-net-worth individuals and corporate clients; (3) Gestion pilotée, independent multi-management services for life insurance and capitalisation contracts.

Product overview

Financière de l'Arc is an entrepreneurial asset management company predominantly owned by its founding executives, offering three core service lines: Gestion collective (collective/open-ended fund management), Gestion dédiée (discretionary portfolio management for HNWIs and institutions), and Gestion pilotée (independent multi-management for insurance/capitalisation contracts). The product portfolio comprises six named funds across equity and diversified strategies, including Arc Actions Rendement, Arc Actions Santé Innovante ESG, Constellation, Enyo Convictions, Estela, and Occitanie Valeurs. The company operates in open architecture, distributing funds through multiple partner platforms to reach both professional and retail investors.

Differentiator

Problem solved

Functional benefit

Products and services

• La Gestion collective (Collective Fund Management) Collective investment management service offering a range of complementary funds including international bonds, EU equity funds, diversified funds, and thematic strategies to meet investor needs. Distributed via CGPs and partner insurance/banking platforms.
• La Gestion dédiée (Discretionary Portfolio Management) Tailored investment management solution for high-net-worth individuals and enterprises, providing a wide palette of investment supports with strategies defined and evolving precisely according to client needs.
• La Gestion pilotée (Supervised Multi-Management) Independent multi-management service for life insurance or capitalisation contracts, enabling clients to reactively manage investments and exploit the available investment universe.
• Arc Actions Rendement European equity fund (formerly Arc Global Europe) focused on generating yield through European stock selection.
• Arc Actions Santé Innovante ESG ESG-compliant equity fund (formerly Arc Actions Biotech) investing in innovative healthcare and biotech sectors.
• Constellation Diversified fund investing minimum 60% in OPC promoting extra-financial criteria and/or sustainable investment themes (SFDR Article 8 or 9).
• Enyo Convictions Conviction-based equity fund part of the collective management range.
• Estela
• Occitanie Valeurs

Named customers2 records

Segments3 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Kyaneos AMminorStrategic or Co-development Partner · 1 January 2018Financière de l'Arc entered the capital of Kyaneos AM in 2018, acquiring a 34% stake. Kyaneos AM is a real estate asset manager focused on social and sustainable real estate in France.

Scale indicators5 records

Recent moves10 records

Expansion highlights6 records

Direct peers

• Taurus Gestion Privée: French private wealth management firm whose activities were taken over by Financière de l'Arc in 2024. Directly comparable as a small French discretionary wealth manager serving HNWI clients through CGPs.
• Ecofi Investissements: French independent SGP with a strong ESG/SRI heritage and multi-fund range distributed through insurance wrappers and CGPs. Closely comparable to Financière de l'Arc in product mix (labelled funds, SFDR-aligned strategies) and CGP-led distribution model.
• Mandarine Gestion: Independent French SGP offering European equities, multi-asset and ESG funds distributed through CGPs and institutional channels. Comparable scale and channel mix to Financière de l'Arc as an entrepreneurial, open-architecture French manager.
• Federal Finance Gestion: French AMF-licensed portfolio management company (subsidiary of Crédit Mutuel Arkéa) offering multi-asset, bond and equity funds distributed via partner networks. Directly comparable to Financière de l'Arc as a similarly sized French SGP running open-ended collective funds for retail and CGP channels.
• DNCA Finance: French independent asset manager (Natixis subsidiary) with European equity, multi-asset and sustainable strategies distributed across European retail and institutional channels. Comparable product architecture and conviction-driven, ESG-aware approach.
• OFI Asset Management: French asset manager offering a broad range of open-ended funds across equities, fixed income and multi-asset, with strong insurance/CGP distribution. Comparable to Financière de l'Arc as a French SGP with multi-channel open-architecture distribution.
• Kyaneos AM: French SGP focused on social and sustainable real estate, in which Financière de l'Arc holds a 34% strategic stake (since 2018). Comparable as an entrepreneurial French AMF-licensed SGP with thematic/sustainable specialisation.

Broad incumbents

• Rothschild & Co Asset Management: French and European asset manager offering discretionary management, open-ended funds and advisory services to private and institutional clients. Comparable service-line coverage (gestion dédiée, gestion collective) but at materially larger AUM scale.
• Lazard Frères Gestion: French arm of Lazard Asset Management offering diversified funds, managed portfolios and conviction strategies. Overlaps with Financière de l'Arc's product universe but operates at significantly larger scale and broader global footprint.
• CPR Asset Management: French SGP (Amundi group) running thematic, ESG and multi-asset funds with strong insurance and CGP distribution. Comparable product themes and distribution channels but operates as part of a much larger incumbent group.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInfr.linkedin.com/company/financi%C3%A8re-de-l%27arc

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 Financière de l'Arc